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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
36New |
$762 - $2.7K
|
36
$2.69K
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
35New |
$741 - $2.62K
|
35
$2.62K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33+ 0.53% |
$698 - $2.47K
|
6.22K
$465K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
33New |
$698 - $2.47K
|
33
$2.47K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
32+ 0.35% |
$677 - $2.4K
|
9.14K
$683K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
32+ 0.33% |
$677 - $2.4K
|
9.7K
$725K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
31+ 62.0% |
$656 - $2.32K
|
81
$6.05K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
31+ 0.53% |
$656 - $2.32K
|
5.88K
$439K
|
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
30+ 0.08% |
$635 - $2.25K
|
37.3K
$2.79M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
30New |
$635 - $2.25K
|
30
$2.24K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
29+ 7.04% |
$614 - $2.17K
|
441
$33K
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
29+ 0.03% |
$614 - $2.17K
|
88.7K
$6.63M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
29+ 0.03% |
$614 - $2.17K
|
88.7K
$6.63M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
27+ 0.52% |
$571 - $2.02K
|
5.23K
$391K
|
|
|
Oct 24, 2022
Q3 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
26+ 0.18% |
$550 - $1.95K
|
14.6K
$1.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
25+ 0.47% |
$529 - $1.87K
|
5.38K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
25+ 0.68% |
$529 - $1.87K
|
3.7K
$277K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
25New |
$529 - $1.87K
|
25
$1.87K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
23+ 0.6% |
$487 - $1.72K
|
3.83K
$286K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22New |
$466 - $1.65K
|
22
$1.64K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
22+ 0.7% |
$466 - $1.65K
|
3.16K
$236K
|
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
19+ 0.31% |
$402 - $1.42K
|
6.2K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
19+ 0.16% |
$402 - $1.42K
|
12.2K
$910K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
18New |
$381 - $1.35K
|
18
$1.35K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18+ 1.59% |
$381 - $1.35K
|
1.15K
$86.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
17New |
$360 - $1.27K
|
17
$1.27K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
16New |
$339 - $1.2K
|
16
$1.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
16New |
$339 - $1.2K
|
16
$1.2K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 155.56% |
$296 - $1.05K
|
23
$1.72K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
13+ 7.56% |
$275 - $974
|
185
$13.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 100.0% |
$275 - $974
|
26
$1.94K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
12+ 0.08% |
$254 - $899
|
15.2K
$1.14M
|
|
|
Nov 04, 2022
Q3 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
12+ 0.33% |
$254 - $899
|
3.65K
$273K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11+ 0.05% |
$233 - $824
|
21.2K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
10+ 0.18% |
$212 - $749
|
5.52K
$412K
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9+ 0.25% |
$190 - $674
|
3.64K
$272K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
9+ 0.16% |
$190 - $674
|
5.5K
$411K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$148 - $524
|
8.13K
$608K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 0.29% |
$127 - $450
|
2.05K
$154K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 0.14% |
$127 - $450
|
4.21K
$315K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
5+ 0.14% |
$106 - $375
|
3.61K
$270K
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4+ 0.09% |
$84.6 - $300
|
4.44K
$331K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.32% |
$84.6 - $300
|
1.25K
$93.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.08% |
$84.6 - $300
|
4.84K
$361K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.21% |
$42.3 - $150
|
974
$72.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 1.18% |
$42.3 - $150
|
171
$12.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.71% |
$42.3 - $150
|
283
$21.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2+ 6.9% |
$42.3 - $150
|
31
$2.32K
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.02% |
$42.3 - $150
|
8.95K
$669K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.21% |
$21.2 - $74.9
|
483
$36.1K
|