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 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.1% |
$21.2 - $74.9
|
1.03K
$76.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.01% |
$21.2 - $74.9
|
10.6K
$791K
|
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$21.2 - $74.9
|
3.37K
$252K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.03% |
$21.2 - $74.9
|
3.84K
$287K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.07% |
$21.2 - $74.9
|
1.51K
$113K
|
|
|
Nov 07, 2022
Q3 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1+ 0.0% |
$21.2 - $74.9
|
40K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.02% |
$21.2 - $74.9
|
5.41K
$404K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.38% |
$21.2 - $74.9
|
262
$19.6K
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.02% |
$21.2 - $74.9
|
5.7K
$426K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3- 0.2% |
$63.5 - $225
|
1.47K
$110K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-4- 0.02% |
$84.6 - $300
|
17.2K
$1.29M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7- 31.82% |
$148 - $524
|
15
$1.12K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10- 0.05% |
$212 - $749
|
20.7K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- -0.0% |
$212 - $749
|
606K
$45.3M
|
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- -0.0% |
$212 - $749
|
606K
$45.3M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-12- 0.94% |
$254 - $899
|
1.26K
$94K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-13- 0.2% |
$275 - $974
|
6.52K
$488K
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-13- 0.14% |
$275 - $974
|
9K
$672K
|
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
SELL
|
- |
-13- 0.35% |
$275 - $974
|
3.74K
$280K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-14- 0.02% |
$296 - $1.05K
|
63.1K
$4.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-14- 0.16% |
$296 - $1.05K
|
8.63K
$645K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-15- 4.41% |
$317 - $1.12K
|
325
$24.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-18- 0.05% |
$381 - $1.35K
|
35.4K
$2.65M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-22- 0.12% |
$466 - $1.65K
|
19K
$1.42M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-25- 0.53% |
$529 - $1.87K
|
4.68K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-29- 0.79% |
$614 - $2.17K
|
3.66K
$274K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-30- 0.69% |
$635 - $2.25K
|
4.33K
$324K
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-30- 0.26% |
$635 - $2.25K
|
11.7K
$876K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-34- 1.57% |
$719 - $2.55K
|
2.13K
$159K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-34- 1.09% |
$719 - $2.55K
|
3.09K
$231K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-35- 0.75% |
$741 - $2.62K
|
4.64K
$346K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-35- 17.5% |
$741 - $2.62K
|
165
$12.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-39- 0.05% |
$825 - $2.92K
|
74K
$5.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-40- 0.72% |
$846 - $3K
|
5.52K
$413K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-41- 0.32% |
$868 - $3.07K
|
12.8K
$956K
|
|
|
Nov 07, 2022
Q3 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-45- 0.1% |
$952 - $3.37K
|
43.8K
$3.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-49- 1.46% |
$1.04K - $3.67K
|
3.3K
$247K
|
|
|
Nov 01, 2022
Q3 2022
|
Keene & Associates, Inc.
|
SELL
|
- |
-50- 1.09% |
$1.06K - $3.75K
|
4.54K
$339K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-51- 10.37% |
$1.08K - $3.82K
|
441
$33K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-54- 50.0% |
$1.14K - $4.05K
|
54
$4.04K
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-59- 0.25% |
$1.25K - $4.42K
|
23.5K
$1.75M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-61- 0.77% |
$1.29K - $4.57K
|
7.81K
$584K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-62- 18.67% |
$1.31K - $4.65K
|
270
$20.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-62- 1.26% |
$1.31K - $4.65K
|
4.86K
$363K
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-65- 1.37% |
$1.38K - $4.87K
|
4.68K
$350K
|
|
|
Oct 12, 2022
Q3 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-66- 0.09% |
$1.4K - $4.94K
|
74.9K
$5.6M
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-70- 29.05% |
$1.48K - $5.24K
|
171
$12.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-70- 14.77% |
$1.48K - $5.24K
|
404
$30.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-73- 2.42% |
$1.54K - $5.47K
|
2.95K
$220K
|