Purchases and Sales Made in Q2 2022 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q2 2022. The information is specifically focused on institutions that hold shares of SCHWAB CHARLES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.37K+ 2.37% |
$262K - $367K
|
189K
$14.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.37K+ 9.12% |
$262K - $366K
|
52.3K
$3.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.33K+ 14.38% |
$260K - $363K
|
34.5K
$2.59M
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.32KNew |
$259K - $362K
|
4.32K
$324K
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.3K+ 4.52% |
$258K - $360K
|
99.4K
$7.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.3K+ 19.57% |
$258K - $360K
|
26.3K
$1.97M
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.29KNew |
$257K - $360K
|
4.29K
$322K
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.27K+ 96.89% |
$256K - $358K
|
8.67K
$651K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
4.23K+ 102.97% |
$254K - $354K
|
8.33K
$625K
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.21KNew |
$252K - $353K
|
4.21K
$316K
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
4.2K+ 2.16% |
$252K - $352K
|
199K
$15M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.17KNew |
$250K - $350K
|
4.17K
$313K
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
4.16K+ 3.47% |
$250K - $349K
|
124K
$9.31M
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
4.15K+ 4.43% |
$249K - $348K
|
97.8K
$7.34M
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
3.95K+ 7.07% |
$237K - $331K
|
59.9K
$4.49M
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
3.92KNew |
$235K - $328K
|
3.92K
$294K
|
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.89K+ 26.19% |
$233K - $326K
|
18.8K
$1.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.87K+ 53.52% |
$232K - $324K
|
11.1K
$833K
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
BUY
|
- |
3.85K+ 3.95% |
$231K - $322K
|
101K
$7.61M
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.84K+ 2.18% |
$230K - $322K
|
180K
$13.5M
|
|
|
Jul 25, 2022
Q2 2022
|
Baxter Bros Inc
|
BUY
|
- |
3.84KNew |
$230K - $322K
|
3.84K
$288K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.81K+ 13.2% |
$229K - $320K
|
32.7K
$2.45M
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3.81K+ 27.71% |
$228K - $319K
|
17.5K
$1.32M
|
|
|
Aug 12, 2022
Q2 2022
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
3.78K+ 4.64% |
$227K - $317K
|
85.3K
$6.4M
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.77K+ 6.35% |
$226K - $316K
|
63.1K
$4.74M
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.7K+ 78.32% |
$222K - $310K
|
8.42K
$632K
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
BUY
|
- |
3.68KNew |
$220K - $308K
|
3.68K
$276K
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.67KNew |
$220K - $308K
|
3.67K
$276K
|
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.67KNew |
$220K - $308K
|
3.67K
$275K
|
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.65KNew |
$219K - $306K
|
3.65K
$274K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.63KNew |
$218K - $304K
|
3.63K
$273K
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.58K+ 129.53% |
$215K - $300K
|
6.35K
$477K
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.58KNew |
$215K - $300K
|
3.58K
$269K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.53K+ 36.72% |
$212K - $296K
|
13.2K
$988K
|
|
|
Jul 27, 2022
Q2 2022
|
Heron Bay Capital Management
|
BUY
|
- |
3.52K+ 5.6% |
$211K - $295K
|
66.4K
$4.98M
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.5K+ 25.58% |
$210K - $294K
|
17.2K
$1.29M
|
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.5K+ 21.27% |
$210K - $293K
|
20K
$1.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.46K+ 2.1% |
$208K - $290K
|
169K
$12.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.39K+ 5.33% |
$204K - $285K
|
67.1K
$5.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.39K+ 117.91% |
$203K - $284K
|
6.27K
$470K
|
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.34KNew |
$200K - $280K
|
3.34K
$250K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.27K+ 0.23% |
$196K - $274K
|
1.42M
$106M
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.25K+ 3.31% |
$195K - $272K
|
101K
$7.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
3.23K+ 81.31% |
$194K - $271K
|
7.21K
$541K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.21KNew |
$193K - $269K
|
3.21K
$241K
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.1K+ 116.35% |
$186K - $260K
|
5.77K
$433K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.09K+ 91.1% |
$185K - $259K
|
6.48K
$487K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.09K+ 39.8% |
$185K - $259K
|
10.8K
$813K
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.03K+ 87.01% |
$182K - $254K
|
6.52K
$489K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.97K+ 0.65% |
$178K - $249K
|
460K
$34.5M
|