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
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-955- 3.47% |
$20.2K - $71.5K
|
26.6K
$2M
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-977- 25.58% |
$20.7K - $73.2K
|
2.84K
$213K
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-986- 3.71% |
$20.9K - $73.9K
|
25.6K
$1.92M
|
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1K- 4.33% |
$21.2K - $74.9K
|
22.1K
$1.66M
|
|
|
Oct 26, 2022
Q3 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1K- 3.38% |
$21.2K - $74.9K
|
28.6K
$2.14M
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-1.01K- 34.42% |
$21.4K - $75.7K
|
1.93K
$145K
|
|
|
Nov 04, 2022
Q3 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-1.05K- 0.68% |
$22.3K - $78.8K
|
153K
$11.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.07K- 2.68% |
$22.7K - $80.2K
|
38.9K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.1K- 3.69% |
$23.3K - $82.4K
|
28.8K
$2.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Lathrop Investment Management Corp
|
SELL
|
- |
-1.12K- 0.54% |
$23.8K - $84.1K
|
205K
$15.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.17K- 2.07% |
$24.8K - $87.8K
|
55.4K
$4.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.26K- 14.74% |
$26.7K - $94.6K
|
7.3K
$548K
|
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-1.29K- 18.78% |
$27.4K - $96.9K
|
5.6K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.32K- 6.26% |
$27.8K - $98.5K
|
19.7K
$1.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.34K- 0.13% |
$28.3K - $100K
|
1.01M
$75.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.35K- 12.73% |
$28.6K - $101K
|
9.26K
$695K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.35K- 28.43% |
$28.7K - $101K
|
3.41K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-1.4K- 8.05% |
$29.6K - $105K
|
16K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Park Presidio Capital LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 0.39% |
$30.3K - $107K
|
364K
$27.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-1.5K- 1.94% |
$31.7K - $112K
|
76K
$5.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-1.51K- 4.67% |
$32K - $113K
|
30.9K
$2.32M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.52K- 99.61% |
$32.1K - $114K
|
6
$450
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-1.53K- 12.4% |
$32.4K - $115K
|
10.8K
$811K
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.54K- 9.1% |
$32.6K - $116K
|
15.4K
$1.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.59K- 13.1% |
$33.6K - $119K
|
10.5K
$789K
|
|
|
Nov 09, 2022
Q3 2022
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-1.59K- 0.37% |
$33.6K - $119K
|
433K
$32.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.62K- 1.59% |
$34.3K - $121K
|
100K
$7.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.62K- 1.6% |
$34.3K - $122K
|
99.8K
$7.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-1.63K- 1.91% |
$34.5K - $122K
|
83.7K
$6.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.64K- 97.39% |
$34.7K - $123K
|
44
$3.3K
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-1.72K- 20.03% |
$36.4K - $129K
|
6.86K
$515K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.74K- 33.77% |
$36.7K - $130K
|
3.4K
$255K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.78K- 16.84% |
$37.6K - $133K
|
8.78K
$659K
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.85K- 25.71% |
$39.2K - $139K
|
5.35K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.9K- 10.54% |
$40.2K - $142K
|
16.1K
$1.21M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.94K- 0.79% |
$40.9K - $145K
|
242K
$18.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.94K- 25.83% |
$41.1K - $145K
|
5.58K
$418K
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.95K- 0.88% |
$41.3K - $146K
|
219K
$16.5M
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.96K- 6.99% |
$41.5K - $147K
|
26.1K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.99K- 3.28% |
$42.1K - $149K
|
58.6K
$4.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2K- 35.71% |
$42.3K - $150K
|
3.6K
$270K
|
|
|
Nov 07, 2022
Q3 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-2.04K- 1.39% |
$43.2K - $153K
|
145K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-2.06K- 16.38% |
$43.6K - $154K
|
10.5K
$790K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.07K- 4.96% |
$43.8K - $155K
|
39.6K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.09K- 86.45% |
$44.3K - $157K
|
328
$24.6K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.19K- 5.92% |
$46.3K - $164K
|
34.8K
$2.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-2.2K- 12.37% |
$46.5K - $165K
|
15.6K
$1.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-2.25K- 9.59% |
$47.6K - $169K
|
21.2K
$1.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-2.26K- 4.81% |
$47.9K - $169K
|
44.8K
$3.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.31K- 34.97% |
$48.9K - $173K
|
4.3K
$322K
|