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 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.32K- 2.39% |
$49K - $174K
|
94.7K
$7.11M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-2.34K- 37.89% |
$49.5K - $175K
|
3.84K
$288K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.36K- 3.16% |
$49.8K - $176K
|
72.1K
$5.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-2.37K- 14.29% |
$50.1K - $177K
|
14.2K
$1.07M
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-2.4K- 0.6% |
$50.8K - $180K
|
395K
$29.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.4K- 23.1% |
$50.8K - $180K
|
7.99K
$600K
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.46K- 28.75% |
$52K - $184K
|
6.09K
$457K
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-2.59K- 7.73% |
$54.8K - $194K
|
30.9K
$2.32M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.71K- 35.38% |
$57.4K - $203K
|
4.96K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.84K- 1.68% |
$60.1K - $213K
|
166K
$12.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2.85K- 1.61% |
$60.3K - $214K
|
174K
$13M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.87KClosed |
$60.7K - $215K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.88K- 10.4% |
$60.9K - $216K
|
24.8K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.89K- 5.57% |
$61.2K - $217K
|
49K
$3.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.91K- 3.38% |
$61.6K - $218K
|
83.2K
$6.24M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.93K- 49.94% |
$62K - $220K
|
2.94K
$220K
|
|
|
Nov 08, 2022
Q3 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-2.95K- 1.52% |
$62.3K - $221K
|
191K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-2.98K- 0.17% |
$63.1K - $223K
|
1.74M
$131M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.04K- 18.68% |
$64.3K - $228K
|
13.2K
$992K
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.07KClosed |
$65K - $230K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.08K- 1.66% |
$65.1K - $231K
|
183K
$13.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.1K- 49.35% |
$65.6K - $232K
|
3.18K
$239K
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-3.11K- 22.0% |
$65.9K - $233K
|
11K
$828K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.12K- 0.91% |
$66K - $234K
|
340K
$25.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-3.16K- 13.39% |
$66.8K - $237K
|
20.4K
$1.53M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.16K- 29.41% |
$66.8K - $237K
|
7.58K
$569K
|
|
|
Nov 14, 2022
Q3 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-3.2K- 37.02% |
$67.7K - $240K
|
5.44K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.26K- 3.73% |
$69K - $244K
|
84.1K
$6.31M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.29K- 98.89% |
$69.7K - $247K
|
37
$2.78K
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.33K- 3.23% |
$70.4K - $249K
|
99.5K
$7.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-3.39K- 12.23% |
$71.8K - $254K
|
24.4K
$1.83M
|
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-3.52K- 10.67% |
$74.5K - $264K
|
29.5K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-3.52K- 3.25% |
$74.5K - $264K
|
105K
$7.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.53KClosed |
$74.7K - $265K
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.55K- 12.41% |
$75.1K - $266K
|
25K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-3.66K- 6.28% |
$77.5K - $275K
|
54.7K
$4.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.67K- 30.23% |
$77.7K - $275K
|
8.47K
$636K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.7K- 16.55% |
$78.2K - $277K
|
18.6K
$1.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-3.75K- 24.54% |
$79.3K - $281K
|
11.5K
$865K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-3.76K- 31.17% |
$79.5K - $282K
|
8.3K
$623K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.8K- 7.22% |
$80.4K - $285K
|
48.8K
$3.66M
|
|
|
Oct 19, 2022
Q3 2022
|
Lgt Group Foundation
|
SELL
|
- |
-3.86K- 7.75% |
$81.6K - $289K
|
45.9K
$3.44M
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.87K- 4.97% |
$82K - $290K
|
74.1K
$5.56M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3.92K- 52.52% |
$83K - $294K
|
3.55K
$266K
|
|
|
Nov 10, 2022
Q3 2022
|
Seven Eight Capital, LP
|
SELL
|
- |
-4.05K- 13.91% |
$85.8K - $304K
|
25.1K
$1.88M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.2K- 98.54% |
$88.8K - $314K
|
62
$4.65K
|
|
|
Nov 14, 2022
Q3 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-4.2K- 10.91% |
$88.9K - $315K
|
34.3K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.2K- 38.71% |
$89K - $315K
|
6.66K
$500K
|
|
|
Jun 21, 2024
Q3 2022
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-4.3KClosed |
$91K - $322K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-4.32K- 1.67% |
$91.3K - $323K
|
254K
$19.1M
|