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 28, 2022 Q3 2022
West Oak Capital, LLC

BUY
 -
490
+ 1.55%
$10.4K - $36.7K
32K $2.4M
Oct 05, 2022 Q3 2022
Capital Investment Advisors, LLC

BUY
 -
477
+ 12.68%
$10.1K - $35.7K
4.24K $318K
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
475
+ 1.65%
$10.1K - $35.6K
29.3K $2.2M
Nov 08, 2022 Q3 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
473
+ 6.5%
$10K - $35.4K
7.75K $581K
Nov 14, 2022 Q3 2022
Exos Tfp Holdings LLC

New York, NY
BUY
 -
470
New
$9.95K - $35.2K
470 $35.3K
Nov 14, 2022 Q3 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
441
+ 2.56%
$9.33K - $33K
17.7K $1.33M
Oct 24, 2022 Q3 2022
Webster Bank, N. A.

BUY
 -
439
+ 0.99%
$9.29K - $32.9K
44.9K $3.37M
Nov 03, 2022 Q3 2022
Garrison Bradford & Associates Inc

New York, NY
BUY
 -
434
+ 10.55%
$9.18K - $32.5K
4.55K $341K
Nov 03, 2022 Q3 2022
Abbrea Capital, LLC

BUY
 -
425
+ 10.09%
$8.99K - $31.8K
4.64K $348K
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
419
+ 2.75%
$8.87K - $31.4K
15.6K $1.17M
Nov 14, 2022 Q3 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
414
+ 1.37%
$8.76K - $31K
30.6K $2.29M
Nov 03, 2022 Q3 2022
Selway Asset Management

Boise, ID
BUY
 -
400
New
$8.46K - $30K
400 $30K
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
399
+ 2.45%
$8.44K - $29.9K
16.7K $1.25M
Oct 17, 2022 Q3 2022
Highland Private Wealth Management

BUY
 -
391
+ 8.18%
$8.27K - $29.3K
5.17K $388K
Oct 18, 2022 Q3 2022
Boyd Watterson Asset Management LLC

BUY
 -
368
+ 3.19%
$7.79K - $27.6K
11.9K $894K
Nov 02, 2022 Q3 2022
Pds Planning, Inc

BUY
 -
368
+ 10.4%
$7.79K - $27.6K
3.91K $293K
Nov 04, 2022 Q3 2022
Independent Advisor Alliance

BUY
 -
366
+ 2.27%
$7.74K - $27.4K
16.5K $1.24M
Nov 15, 2022 Q3 2022
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
360
+ 0.24%
$7.62K - $27K
151K $11.4M
Oct 19, 2022 Q3 2022
West Branch Capital LLC

BUY
 -
350
New
$7.41K - $26.2K
350 $26.3K
Nov 14, 2022 Q3 2022
ETF Managers Group, LLC

Summit, NJ
BUY
 -
350
+ 4.48%
$7.41K - $26.2K
8.16K $613K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
342
New
$7.24K - $25.6K
342 $25.7K
Nov 02, 2022 Q3 2022
Relyea Zuckerberg Hanson LLC

BUY
 -
341
+ 7.97%
$7.22K - $25.5K
4.62K $347K
Nov 10, 2022 Q3 2022
Clearstead Trust, LLC

Portland, ME
BUY
 -
340
New
$7.19K - $25.5K
340 $25.5K
Nov 04, 2022 Q3 2022
Transatlantique Private Wealth LLC

BUY
 -
338
+ 5.48%
$7.15K - $25.3K
6.51K $488K
Oct 12, 2022 Q3 2022
Pcg Wealth Advisors, LLC

BUY
 -
331
+ 5.82%
$7K - $24.8K
6.02K $452K
Nov 14, 2022 Q3 2022
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
331
+ 1.27%
$7K - $24.8K
26.4K $1.98M
Oct 24, 2022 Q3 2022
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
323
+ 0.37%
$6.83K - $24.2K
88.2K $6.62M
Nov 14, 2022 Q3 2022
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
318
+ 0.07%
$6.73K - $23.8K
480K $36.1M
Oct 19, 2022 Q3 2022
Boston Trust Walden Corp

BUY
 -
309
+ 5.82%
$6.54K - $23.2K
5.61K $421K
May 15, 2024 Q3 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
305
+ 39.82%
$6.45K - $22.9K
1.07K $80.4K
Oct 19, 2022 Q3 2022
Harrington Investments, Inc

BUY
 -
303
+ 0.59%
$6.41K - $22.7K
51.6K $3.87M
Nov 04, 2022 Q3 2022
Glenview Trust CO

Louisville, KY
BUY
 -
303
+ 3.04%
$6.41K - $22.7K
10.3K $771K
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
300
+ 8.82%
$6.35K - $22.5K
3.7K $278K
Nov 01, 2022 Q3 2022
Beta Wealth Group, Inc.

BUY
 -
300
+ 8.57%
$6.35K - $22.5K
3.8K $285K
Nov 04, 2022 Q3 2022
West Family Investments, Inc.

Carlsbad, CA
BUY
 -
292
+ 7.31%
$6.18K - $21.9K
4.29K $322K
Nov 14, 2022 Q3 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
290
+ 8.63%
$6.14K - $21.7K
3.65K $274K
Nov 10, 2022 Q3 2022
Laffer Tengler Investments

Nashville, TN
BUY
 -
288
+ 2.34%
$6.09K - $21.6K
12.6K $947K
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
284
New
$6.01K - $21.3K
284 $21.3K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
280
New
$5.92K - $21K
280 $21K
Nov 02, 2022 Q3 2022
St. James Investment Advisors, LLC

Port Jefferson, NY
BUY
 -
280
+ 52.34%
$5.92K - $21K
815 $61.2K
Nov 10, 2022 Q3 2022
Stokes Family Office, LLC

BUY
 -
279
+ 1.8%
$5.9K - $20.9K
15.7K $1.18M
Oct 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

BUY
 -
278
+ 4.66%
$5.88K - $20.8K
6.24K $469K
Nov 10, 2022 Q3 2022
Geller Advisors LLC

New York, NY
BUY
 -
274
+ 6.41%
$5.8K - $20.5K
4.55K $341K
Nov 07, 2022 Q3 2022
Caprock Group, Inc.

BUY
 -
272
+ 1.31%
$5.76K - $20.4K
21K $1.58M
Nov 14, 2022 Q3 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
271
+ 0.55%
$5.73K - $20.3K
49.2K $3.7M
Oct 11, 2022 Q3 2022
Sugarloaf Wealth Management, LLC

BUY
 -
268
+ 86.45%
$5.67K - $20.1K
578 $43.4K
Nov 14, 2022 Q3 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
268
New
$5.67K - $20.1K
268 $20.1K
Nov 14, 2022 Q3 2022
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
266
+ 2.71%
$5.63K - $19.9K
10.1K $758K
Oct 20, 2022 Q3 2022
First Premier Bank

BUY
 -
265
New
$5.61K - $19.9K
265 $19.9K

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