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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-185- 1.17% |
$3.91K - $13.9K
|
15.7K
$1.18M
|
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-194- 5.15% |
$4.11K - $14.5K
|
3.57K
$268K
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-194- 0.91% |
$4.11K - $14.5K
|
21.1K
$1.59M
|
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-196- 1.84% |
$4.15K - $14.7K
|
10.4K
$783K
|
|
|
Nov 14, 2022
Q3 2022
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-197- 0.32% |
$4.17K - $14.8K
|
62K
$4.65M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-200- 12.59% |
$4.23K - $15K
|
1.39K
$104K
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-203- 1.08% |
$4.3K - $15.2K
|
18.5K
$1.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-203- 9.79% |
$4.3K - $15.2K
|
1.87K
$140K
|
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-209- 1.01% |
$4.42K - $15.7K
|
20.5K
$1.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-210- 0.33% |
$4.44K - $15.7K
|
64.4K
$4.83M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-215- 0.26% |
$4.55K - $16.1K
|
83.3K
$6.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-219- 0.82% |
$4.63K - $16.4K
|
26.3K
$1.98M
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-227- 0.92% |
$4.8K - $17K
|
24.5K
$1.84M
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-231- 10.78% |
$4.89K - $17.3K
|
1.91K
$143K
|
|
|
Nov 10, 2022
Q3 2022
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-235- 0.58% |
$4.97K - $17.6K
|
40.2K
$3.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-235- 0.46% |
$4.97K - $17.6K
|
51.3K
$3.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-237- 2.86% |
$5.01K - $17.8K
|
8.06K
$605K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-242- 7.01% |
$5.12K - $18.1K
|
3.21K
$241K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-245- 2.24% |
$5.18K - $18.4K
|
10.7K
$804K
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-250- 0.92% |
$5.29K - $18.7K
|
26.8K
$2.01M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-258- 1.28% |
$5.46K - $19.3K
|
19.9K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-267- 0.61% |
$5.65K - $20K
|
43.6K
$3.27M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-268- 2.28% |
$5.67K - $20.1K
|
11.5K
$864K
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-274- 2.24% |
$5.8K - $20.5K
|
11.9K
$896K
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-277- 1.28% |
$5.86K - $20.8K
|
21.3K
$1.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-290- 7.26% |
$6.14K - $21.7K
|
3.71K
$278K
|
|
|
Nov 14, 2022
Q3 2022
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-299- 0.56% |
$6.33K - $22.4K
|
53.1K
$3.99M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-300- 90.09% |
$6.35K - $22.5K
|
33
$2.48K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-306- 7.76% |
$6.47K - $22.9K
|
3.64K
$273K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-329- 1.04% |
$6.96K - $24.6K
|
31.4K
$2.35M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-329- 1.04% |
$6.96K - $24.6K
|
31.4K
$2.35M
|
|
|
Oct 07, 2022
Q3 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-332- 0.49% |
$7.03K - $24.9K
|
66.9K
$5.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-338- 4.38% |
$7.15K - $25.3K
|
7.37K
$553K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-344- 0.36% |
$7.28K - $25.8K
|
94.5K
$7.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-345- 0.49% |
$7.3K - $25.8K
|
69.5K
$5.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-350- 3.16% |
$7.41K - $26.2K
|
10.7K
$804K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-353- 5.63% |
$7.47K - $26.4K
|
5.92K
$444K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-365- 1.12% |
$7.72K - $27.3K
|
32.2K
$2.42M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-366- 2.95% |
$7.74K - $27.4K
|
12K
$903K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-369- 0.54% |
$7.81K - $27.6K
|
68.1K
$5.11M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-389- 4.08% |
$8.23K - $29.1K
|
9.16K
$687K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-400- 4.12% |
$8.46K - $30K
|
9.31K
$699K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-402- 9.64% |
$8.51K - $30.1K
|
3.77K
$283K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-408- 6.5% |
$8.63K - $30.6K
|
5.87K
$440K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-413- 35.42% |
$8.74K - $30.9K
|
753
$56.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-423- 9.1% |
$8.95K - $31.7K
|
4.22K
$317K
|
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
SELL
|
- |
-430- 10.5% |
$9.1K - $32.2K
|
3.67K
$275K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-430- 1.88% |
$9.1K - $32.2K
|
22.5K
$1.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-435- 0.88% |
$9.2K - $32.6K
|
49.3K
$3.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-438- 10.69% |
$9.27K - $32.8K
|
3.66K
$275K
|