Purchases and Sales Made in Q3 2022 in Schwab Charles Corp (SCHW)
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 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
131+ 0.3% |
$2.77K - $9.81K
|
43.1K
$3.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
127+ 12.24% |
$2.69K - $9.51K
|
1.17K
$87.1K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
126+ 1.88% |
$2.67K - $9.44K
|
6.83K
$510K
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
124New |
$2.62K - $9.29K
|
124
$9.27K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
123+ 0.09% |
$2.6K - $9.22K
|
138K
$10.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
122+ 51.48% |
$2.58K - $9.14K
|
359
$26.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
121+ 1.26% |
$2.56K - $9.07K
|
9.72K
$726K
|
|
|
Nov 14, 2022
Q3 2022
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
118+ 0.02% |
$2.5K - $8.84K
|
514K
$38.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
116+ 2.72% |
$2.45K - $8.69K
|
4.39K
$328K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
114+ 0.99% |
$2.41K - $8.54K
|
11.6K
$870K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
114New |
$2.41K - $8.54K
|
114
$8.52K
|
|
|
Oct 28, 2022
Q3 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
109+ 0.14% |
$2.31K - $8.17K
|
80.2K
$5.99M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
105+ 1.75% |
$2.22K - $7.87K
|
6.09K
$455K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
105+ 2.01% |
$2.22K - $7.87K
|
5.33K
$398K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
102+ 2.77% |
$2.16K - $7.64K
|
3.79K
$283K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
99+ 11.42% |
$2.09K - $7.42K
|
966
$72.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
98+ 2.87% |
$2.07K - $7.34K
|
3.51K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
98+ 1.91% |
$2.07K - $7.34K
|
5.24K
$392K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
85+ 18.89% |
$1.8K - $6.37K
|
535
$40K
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
84+ 1.14% |
$1.78K - $6.29K
|
7.47K
$559K
|
|
|
Nov 14, 2022
Q3 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
82+ 1.18% |
$1.74K - $6.14K
|
7.04K
$526K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
72+ 2.76% |
$1.52K - $5.39K
|
2.68K
$201K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
70+ 0.76% |
$1.48K - $5.24K
|
9.28K
$694K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
70+ 0.4% |
$1.48K - $5.24K
|
17.6K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
69+ 0.72% |
$1.46K - $5.17K
|
9.71K
$726K
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
68+ 1.21% |
$1.44K - $5.09K
|
5.69K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
68+ 1.85% |
$1.44K - $5.09K
|
3.74K
$280K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
68+ 0.69% |
$1.44K - $5.09K
|
9.86K
$737K
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
67+ 1.29% |
$1.42K - $5.02K
|
5.24K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
65+ 1.04% |
$1.38K - $4.87K
|
6.33K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
65+ 1.07% |
$1.38K - $4.87K
|
6.12K
$458K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
64+ 106.67% |
$1.35K - $4.79K
|
124
$9.27K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
63+ 2.39% |
$1.33K - $4.72K
|
2.7K
$202K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
62+ 10.69% |
$1.31K - $4.65K
|
642
$48K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
59+ 12.29% |
$1.25K - $4.42K
|
539
$40.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
58+ 0.17% |
$1.23K - $4.35K
|
34.2K
$2.56M
|
|
|
Nov 02, 2022
Q3 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
57+ 0.98% |
$1.21K - $4.27K
|
5.85K
$437K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
57+ 2.31% |
$1.21K - $4.27K
|
2.53K
$189K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
56+ 9.84% |
$1.18K - $4.2K
|
625
$46.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
53+ 7.92% |
$1.12K - $3.97K
|
722
$54K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
50New |
$1.06K - $3.75K
|
50
$3.74K
|
|
|
Oct 21, 2022
Q3 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
46+ 0.27% |
$973 - $3.45K
|
17.1K
$1.27M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
46+ 0.19% |
$973 - $3.45K
|
24.6K
$1.84M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
45+ 4.35% |
$952 - $3.37K
|
1.08K
$80.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
43+ 0.52% |
$910 - $3.22K
|
8.29K
$620K
|
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
43+ 0.85% |
$910 - $3.22K
|
5.13K
$383K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
40+ 0.6% |
$846 - $3K
|
6.73K
$503K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40+ 2.44% |
$846 - $3K
|
1.68K
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
40+ 0.91% |
$846 - $3K
|
4.45K
$333K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
38+ 0.35% |
$804 - $2.85K
|
10.9K
$813K
|