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
Karpas Strategies, LLC

BUY
 -
255
+ 0.14%
$5.4K - $19.1K
185K $13.8M
Nov 10, 2022 Q3 2022
Americana Partners, LLC

Houston, TX
BUY
 -
255
+ 2.95%
$5.4K - $19.1K
8.9K $665K
Nov 15, 2022 Q3 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
254
+ 0.62%
$5.37K - $19K
40.9K $3.06M
Nov 09, 2022 Q3 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
250
+ 6.81%
$5.29K - $18.7K
3.92K $293K
Nov 09, 2022 Q3 2022
Professional Financial Advisors, LLC

BUY
 -
246
+ 1.83%
$5.21K - $18.4K
13.7K $1.02M
Nov 09, 2022 Q3 2022
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
246
+ 1.85%
$5.21K - $18.4K
13.5K $1.01M
Oct 13, 2022 Q3 2022
Chesley Taft & Associates LLC

BUY
 -
245
+ 1.03%
$5.18K - $18.4K
24K $1.79M
Oct 19, 2022 Q3 2022
Griffin Asset Management, Inc.

BUY
 -
245
+ 1.46%
$5.18K - $18.4K
17.1K $1.27M
Nov 08, 2022 Q3 2022
Rmr Wealth Builders

BUY
 -
245
+ 3.86%
$5.18K - $18.4K
6.6K $493K
Nov 10, 2022 Q3 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
241
+ 0.46%
$5.1K - $18.1K
52.9K $3.95M
Oct 24, 2022 Q3 2022
Mv Capital Management, Inc.

BUY
 -
221
+ 41.31%
$4.68K - $16.6K
756 $56.5K
Nov 14, 2022 Q3 2022
Haverford Trust CO

Radnor, PA
BUY
 -
220
+ 6.0%
$4.66K - $16.5K
3.89K $291K
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
219
+ 4.15%
$4.63K - $16.4K
5.49K $411K
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

BUY
 -
217
+ 4.69%
$4.59K - $16.3K
4.84K $362K
Nov 14, 2022 Q3 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
217
+ 2.28%
$4.59K - $16.3K
9.72K $726K
Nov 08, 2022 Q3 2022
Zions Bancorporation, N.A.

BUY
 -
215
+ 28.07%
$4.55K - $16.1K
981 $73.3K
Dec 11, 2023 Q3 2022
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
215
+ 1.68%
$4.55K - $16.1K
13K $974K
Oct 24, 2022 Q3 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
205
+ 1.4%
$4.34K - $15.4K
14.9K $1.11M
Nov 14, 2022 Q3 2022
Wealth Alliance

Mellville, NY
BUY
 -
204
+ 0.99%
$4.32K - $15.3K
20.8K $1.56M
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
203
+ 2.77%
$4.3K - $15.2K
7.53K $563K
Oct 21, 2022 Q3 2022
Twin Lakes Capital Management, LLC

Redwood Shores, CA
BUY
 -
203
+ 0.26%
$4.3K - $15.2K
77.1K $5.76M
Oct 18, 2022 Q3 2022
Eagle Ridge Investment Management

BUY
 -
202
+ 0.06%
$4.27K - $15.1K
364K $27.2M
Nov 14, 2022 Q3 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
202
+ 2.47%
$4.27K - $15.1K
8.38K $626K
Oct 19, 2022 Q3 2022
Gill Capital Partners, LLC

Denver, CO
BUY
 -
200
+ 0.4%
$4.23K - $15K
50K $3.74M
Nov 14, 2022 Q3 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
200
+ 3.71%
$4.23K - $15K
5.59K $418K
Nov 07, 2022 Q3 2022
South State Corp

BUY
 -
198
+ 9.82%
$4.19K - $14.8K
2.22K $166K
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

BUY
 -
191
+ 3.89%
$4.04K - $14.3K
5.11K $382K
Oct 31, 2022 Q3 2022
Farmers & Merchants Investments Inc

BUY
 -
190
+ 23.9%
$4.02K - $14.2K
985 $73.6K
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
186
+ 27.47%
$3.94K - $13.9K
863 $64.5K
Oct 12, 2022 Q3 2022
180 Wealth Advisors, LLC

BUY
 -
177
+ 0.6%
$3.75K - $13.3K
29.7K $2.22M
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
177
+ 1.07%
$3.75K - $13.3K
16.8K $1.26M
Nov 14, 2022 Q3 2022
Van Cleef Asset Management,Inc

Beachwood, OH
BUY
 -
176
+ 0.12%
$3.72K - $13.2K
147K $11M
Oct 31, 2022 Q3 2022
Capital Advantage, Inc.

BUY
 -
173
+ 1.68%
$3.66K - $13K
10.5K $784K
Nov 14, 2022 Q3 2022
Loomis Sayles & CO L P

BUY
 -
172
New
$3.64K - $12.9K
172 $12.9K
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
168
+ 4.94%
$3.55K - $12.6K
3.57K $267K
Oct 24, 2022 Q3 2022
Monte Financial Group, LLC

BUY
 -
165
+ 1.61%
$3.49K - $12.4K
10.4K $777K
Oct 27, 2022 Q3 2022
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
161
+ 0.5%
$3.41K - $12.1K
32.5K $2.43M
Nov 07, 2022 Q3 2022
Cullen/Frost Bankers, Inc.

BUY
 -
158
+ 1.13%
$3.34K - $11.8K
14.1K $1.05M
Oct 13, 2022 Q3 2022
Beacon Financial Group

BUY
 -
157
+ 0.74%
$3.32K - $11.8K
21.3K $1.59M
Oct 21, 2022 Q3 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
157
+ 0.64%
$3.32K - $11.8K
24.6K $1.84M
Nov 08, 2022 Q3 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
156
+ 0.23%
$3.3K - $11.7K
68.1K $5.09M
Oct 26, 2022 Q3 2022
Atlas Private Wealth Management

BUY
 -
151
+ 4.11%
$3.2K - $11.3K
3.83K $286K
Oct 26, 2022 Q3 2022
Desjardins Global Asset Management Inc.

Montreal, A8
BUY
 -
150
+ 3.01%
$3.17K - $11.2K
5.14K $384K
Nov 04, 2022 Q3 2022
1 St Source Bank

BUY
 -
150
+ 0.62%
$3.17K - $11.2K
24.3K $1.82M
Nov 10, 2022 Q3 2022
Ycg, LLC

BUY
 -
148
+ 0.07%
$3.13K - $11.1K
217K $16.2M
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
144
+ 2.39%
$3.05K - $10.8K
6.18K $462K
Nov 14, 2022 Q3 2022
1832 Asset Management L.P.

Toronto, A6
BUY
 -
139
+ 1.28%
$2.94K - $10.4K
11K $820K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
139
+ 5.01%
$2.94K - $10.4K
2.91K $218K
Oct 18, 2022 Q3 2022
Karp Capital Management Corp

BUY
 -
137
New
$2.9K - $10.3K
137 $10.2K

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