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 14, 2022
Q3 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-438- 10.69% |
$9.27K - $32.8K
|
3.66K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-450- 0.35% |
$9.52K - $33.7K
|
127K
$9.54M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-453- 2.81% |
$9.59K - $33.9K
|
15.7K
$1.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-461- 10.62% |
$9.75K - $34.5K
|
3.88K
$291K
|
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-476- 6.36% |
$10.1K - $35.7K
|
7.01K
$526K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-486- 1.57% |
$10.3K - $36.4K
|
30.5K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-493- 0.98% |
$10.4K - $36.9K
|
50K
$3.75M
|
|
|
Oct 19, 2022
Q3 2022
|
Gam Holding Ag
|
SELL
|
- |
-504- 0.32% |
$10.7K - $37.8K
|
156K
$11.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-507- 0.85% |
$10.7K - $38K
|
59.5K
$4.46M
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-510- 15.11% |
$10.8K - $38.2K
|
2.87K
$215K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-517- 0.84% |
$10.9K - $38.7K
|
61.3K
$4.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-518- 3.42% |
$11K - $38.8K
|
14.6K
$1.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-530- 2.91% |
$11.2K - $39.7K
|
17.7K
$1.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-533- 0.24% |
$11.3K - $39.9K
|
218K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-546- 3.59% |
$11.6K - $40.9K
|
14.7K
$1.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-550- 4.41% |
$11.6K - $41.2K
|
11.9K
$894K
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-550- 5.59% |
$11.6K - $41.2K
|
9.29K
$697K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-554- 4.02% |
$11.7K - $41.5K
|
13.2K
$992K
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-574- 11.9% |
$12.1K - $43K
|
4.25K
$319K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-605- 2.78% |
$12.8K - $45.3K
|
21.1K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-619- 9.72% |
$13.1K - $46.4K
|
5.75K
$431K
|
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-621- 7.69% |
$13.1K - $46.5K
|
7.46K
$560K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-621- 9.71% |
$13.1K - $46.5K
|
5.77K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-635- 9.74% |
$13.4K - $47.6K
|
5.89K
$442K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-681- 0.23% |
$14.4K - $51K
|
299K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-694- 1.81% |
$14.7K - $52K
|
37.7K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-721- 5.6% |
$15.3K - $54K
|
12.1K
$912K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-723- 0.83% |
$15.3K - $54.2K
|
86.9K
$6.52M
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-728- 1.55% |
$15.4K - $54.5K
|
46.1K
$3.46M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-739- 8.82% |
$15.6K - $55.4K
|
7.64K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-740- 3.48% |
$15.7K - $55.4K
|
20.5K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-740- 4.32% |
$15.7K - $55.4K
|
16.4K
$1.23M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-748- 2.28% |
$15.8K - $56K
|
32K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-755- 1.65% |
$16K - $56.6K
|
44.9K
$3.37M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-758- 1.62% |
$16K - $56.8K
|
46K
$3.45M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-761- 12.21% |
$16.1K - $57K
|
5.47K
$411K
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-770- 3.39% |
$16.3K - $57.7K
|
22K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-786- 19.07% |
$16.6K - $58.9K
|
3.34K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-799- 12.23% |
$16.9K - $59.9K
|
5.73K
$430K
|
|
|
Nov 08, 2022
Q3 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-800- 6.97% |
$16.9K - $59.9K
|
10.7K
$801K
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-825- 15.01% |
$17.5K - $61.8K
|
4.67K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-825- 4.24% |
$17.5K - $61.8K
|
18.6K
$1.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-898- 12.5% |
$19K - $67.3K
|
6.29K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-919- 0.21% |
$19.4K - $68.9K
|
440K
$33M
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-919- 0.21% |
$19.4K - $68.9K
|
440K
$33M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-919- 0.21% |
$19.4K - $68.9K
|
440K
$33M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-941- 5.8% |
$19.9K - $70.5K
|
15.3K
$1.15M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-942- 4.23% |
$19.9K - $70.6K
|
21.3K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-950- 5.84% |
$20.1K - $71.2K
|
15.3K
$1.15M
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-954- 22.57% |
$20.2K - $71.5K
|
3.27K
$246K
|