Purchases and Sales Made in Q3 2022 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q3 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
Oct 12, 2022 Q3 2022
Everhart Financial Group, Inc.

BUY
 -
1.31K
+ 35.96%
$27.8K - $98.3K
4.96K $372K
Nov 14, 2022 Q3 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.31K
+ 0.83%
$27.7K - $97.9K
159K $11.9M
Nov 14, 2022 Q3 2022
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
1.3K
+ 0.48%
$27.5K - $97.4K
272K $20.4M
Oct 28, 2022 Q3 2022
Lafayette Investments, Inc.

BUY
 -
1.29K
+ 1.32%
$27.3K - $96.5K
98.9K $7.42M
Nov 14, 2022 Q3 2022
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
1.26K
+ 5.31%
$26.7K - $94.4K
25K $1.87M
Nov 14, 2022 Q3 2022
Capula Management LTD

Grand Cayman, E9
BUY
 -
1.26K
+ 21.72%
$26.6K - $94.2K
7.05K $529K
Oct 25, 2022 Q3 2022
Spectrum Asset Management, Inc.

BUY
 -
1.24K
+ 3.05%
$26.2K - $92.6K
41.7K $3.13M
Nov 10, 2022 Q3 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
1.23K
+ 0.49%
$26K - $92.2K
253K $19M
Nov 14, 2022 Q3 2022
Trust Asset Management LLC

Houston, TX
BUY
 -
1.23K
+ 7.74%
$26K - $92.1K
17.1K $1.28M
Nov 10, 2022 Q3 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
1.22K
+ 175.32%
$25.9K - $91.6K
1.92K $144K
Oct 17, 2022 Q3 2022
Forsta Ap Fonden

Stockholm, V7
BUY
 -
1.2K
+ 0.44%
$25.4K - $89.9K
274K $20.6M
Nov 14, 2022 Q3 2022
Axiom Investment Management LLC

New York, NY
BUY
 -
1.19K
New
$25.1K - $88.9K
1.19K $89.1K
Oct 27, 2022 Q3 2022
Riverview Trust CO

BUY
 -
1.16K
+ 45.59%
$24.6K - $87.1K
3.71K $279K
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
1.14K
+ 41.84%
$24.2K - $85.6K
3.88K $291K
Nov 08, 2022 Q3 2022
Old North State Trust, LLC

Greensboro, NC
BUY
 -
1.09K
New
$23.1K - $81.8K
1.09K $82K
Oct 25, 2022 Q3 2022
Cutler Group LP

BUY
 -
1.09K
+ 25.1%
$23K - $81.4K
5.42K $407K
Nov 09, 2022 Q3 2022
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
1.09K
+ 0.48%
$23K - $81.4K
226K $17M
Oct 31, 2022 Q3 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
1.08K
+ 0.8%
$22.9K - $81K
136K $10.2M
Nov 10, 2022 Q3 2022
Townsquare Capital LLC

BUY
 -
1.06K
+ 11.31%
$22.4K - $79.2K
10.4K $781K
Oct 19, 2022 Q3 2022
Triangle Securities Wealth Management

BUY
 -
1.04K
+ 24.1%
$22K - $77.9K
5.36K $402K
Nov 14, 2022 Q3 2022
Man Group PLC

London, X0
BUY
 -
1.03K
+ 10.29%
$21.7K - $76.9K
11K $825K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
1.02K
+ 413.77%
$21.6K - $76.6K
1.27K $95.2K
Nov 14, 2022 Q3 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.01K
+ 14.96%
$21.4K - $75.7K
7.76K $582K
Oct 13, 2022 Q3 2022
Joel Isaacson & Co., LLC

BUY
 -
1K
+ 22.57%
$21.2K - $75.2K
5.45K $409K
Nov 14, 2022 Q3 2022
Ivy Lane Capital Management, LLC

Winter Park, FL
BUY
 -
1K
+ 0.45%
$21.2K - $74.9K
225K $16.9M
Nov 14, 2022 Q3 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
981
+ 6.13%
$20.8K - $73.5K
17K $1.28M
Nov 14, 2022 Q3 2022
Bahl & Gaynor Inc

BUY
 -
953
+ 14.48%
$20.2K - $71.4K
7.53K $565K
Nov 09, 2022 Q3 2022
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
951
+ 4.93%
$20.1K - $71.2K
20.2K $1.52M
Oct 13, 2022 Q3 2022
Mc Guire Investment Group, LLC

BUY
 -
944
+ 0.69%
$20K - $70.7K
137K $10.3M
Nov 01, 2022 Q3 2022
Summit X, LLC

Chesterfield, MO
BUY
 -
883
+ 13.9%
$18.7K - $66.2K
7.23K $543K
Oct 28, 2022 Q3 2022
Maryland State Retirement & Pension System

BUY
 -
868
+ 0.74%
$18.4K - $65K
118K $8.85M
Nov 01, 2022 Q3 2022
Latitude Advisors, LLC

BUY
 -
855
+ 14.87%
$18.1K - $64.1K
6.6K $496K
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
852
+ 16.67%
$18K - $63.8K
5.96K $447K
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
803
+ 16.43%
$17K - $60.2K
5.69K $427K
Oct 20, 2022 Q3 2022
Argi Investment Services, LLC

BUY
 -
801
+ 6.48%
$16.9K - $60K
13.2K $987K
Oct 27, 2022 Q3 2022
Diversified Investment Strategies, LLC

BUY
 -
800
+ 4.27%
$16.9K - $59.9K
19.5K $1.47M
Nov 14, 2022 Q3 2022
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
789
+ 2.11%
$16.7K - $59.1K
38.2K $2.87M
Oct 25, 2022 Q3 2022
Rovin Capital

BUY
 -
775
+ 19.79%
$16.4K - $58.1K
4.69K $352K
Oct 07, 2022 Q3 2022
Gulf International Bank (Uk) LTD

BUY
 -
770
+ 0.27%
$16.3K - $57.7K
285K $21.4M
Oct 24, 2022 Q3 2022
Lyell Wealth Management, LP

BUY
 -
745
+ 8.55%
$15.8K - $55.8K
9.46K $710K
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
741
+ 0.73%
$15.7K - $55.5K
102K $7.66M
Nov 04, 2022 Q3 2022
Profund Advisors LLC

BUY
 -
735
+ 4.49%
$15.6K - $55.1K
17.1K $1.28M
Oct 18, 2022 Q3 2022
Pacer Advisors, Inc.

Malvern, PA
BUY
 -
714
+ 29.75%
$15.1K - $53.5K
3.11K $234K
Oct 19, 2022 Q3 2022
Advocate Group LLC

BUY
 -
712
+ 1.15%
$15.1K - $53.3K
62.8K $4.71M
Nov 09, 2022 Q3 2022
Palisade Asset Management, LLC

BUY
 -
700
+ 3.01%
$14.8K - $52.4K
23.9K $1.8M
Oct 05, 2022 Q3 2022
Moody National Bank Trust Division

BUY
 -
697
+ 1.91%
$14.7K - $52.2K
37.1K $2.79M
Oct 05, 2022 Q3 2022
Osher Van De Voorde Investment Management

BUY
 -
695
+ 0.31%
$14.7K - $52.1K
222K $16.7M
Nov 09, 2022 Q3 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
692
+ 6.49%
$14.6K - $51.8K
11.4K $852K
Nov 10, 2022 Q3 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
691
+ 1.69%
$14.6K - $51.8K
41.6K $3.12M

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