Purchases and Sales Made in Q3 2022 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
27.3K
+ 40.98%
$578K - $2.04M
93.9K $7.05M
Nov 09, 2022 Q3 2022
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
27.2K
+ 13.44%
$576K - $2.04M
230K $17.2M
Oct 27, 2022 Q3 2022
Van Eck Associates Corp

BUY
 -
27K
+ 1.87%
$570K - $2.02M
1.47M $110M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
26.5K
+ 10.2%
$560K - $1.98M
286K $21.4M
Oct 27, 2022 Q3 2022
Avitas Wealth Management LLC

BUY
 -
26.2K
New
$554K - $1.96M
26.2K $1.97M
Nov 15, 2022 Q3 2022
River & Mercantile Asset Management LLP

London, X0
BUY
 -
25.5K
+ 29.84%
$539K - $1.91M
111K $8.31M
Nov 14, 2022 Q3 2022
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
25.4K
+ 102.39%
$538K - $1.9M
50.2K $3.77M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
24.9K
New
$527K - $1.86M
24.9K $1.87M
Nov 14, 2022 Q3 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
24.7K
New
$523K - $1.85M
24.7K $1.85M
Oct 24, 2022 Q3 2022
Xponance, Inc.

BUY
 -
24.4K
+ 10.86%
$517K - $1.83M
249K $18.7M
Nov 09, 2022 Q3 2022
Lakehouse Capital Pty LTD

Sydney Nsw, C3
BUY
 -
22.7K
New
$479K - $1.7M
22.7K $1.7M
Nov 22, 2022 Q3 2022
Teachers Retirement System Of The State Of Kentucky

Frankfort, KY
BUY
 -
21.9K
+ 5.25%
$464K - $1.64M
440K $33M
Oct 31, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
21.6K
+ 7.18%
$458K - $1.62M
323K $24.3M
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
21.6K
+ 7.18%
$458K - $1.62M
323K $24.3M
Nov 04, 2022 Q3 2022
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
21.5K
+ 2.32%
$455K - $1.61M
949K $71.2M
Nov 14, 2022 Q3 2022
Cibc Private Wealth Group, LLC

BUY
 -
21.5K
+ 0.27%
$455K - $1.61M
8.1M $608M
Nov 03, 2022 Q3 2022
Ieq Capital, LLC

BUY
 -
21.4K
+ 17.0%
$453K - $1.6M
147K $11M
Nov 10, 2022 Q3 2022
Myda Advisors LLC

Inwood, NY
BUY
 -
21K
New
$444K - $1.57M
21K $1.58M
Jun 14, 2023 Q3 2022
Metropolitan Life Insurance CO

New York, NY
BUY
 -
20.5K
+ 30.03%
$434K - $1.53M
88.7K $6.66M
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
20K
+ 10.68%
$423K - $1.5M
207K $15.5M
Nov 14, 2022 Q3 2022
Snyder Capital Management L P

San Francisco, CA
BUY
 -
19.9K
+ 4.4%
$422K - $1.49M
474K $35.5M
Nov 14, 2022 Q3 2022
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
19.8K
New
$420K - $1.49M
19.8K $1.49M
Feb 16, 2023 Q3 2022
Bensler, LLC

Bellevue, WA
BUY
 -
19.1K
New
$404K - $1.43M
19.1K $1.43M
Nov 16, 2022 Q3 2022
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
18.5K
+ 2.43%
$390K - $1.38M
777K $58.3M
Nov 07, 2022 Q3 2022
Nisa Investment Advisors, LLC

BUY
 -
18.1K
+ 4.08%
$383K - $1.35M
461K $34.6M
Nov 07, 2022 Q3 2022
Quantinno Capital Management LP

New York, NY
BUY
 -
17.8K
+ 160.44%
$377K - $1.33M
28.9K $2.17M
Jan 04, 2023 Q3 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
17.4K
New
$368K - $1.3M
17.4K $1.31M
Nov 14, 2022 Q3 2022
Weiss Multi Strategy Advisers LLC

New York, NY
BUY
 -
17.2K
New
$364K - $1.29M
17.2K $1.29M
Nov 01, 2022 Q3 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
17.1K
+ 20.0%
$361K - $1.28M
102K $7.69M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
17.1K
+ 223.74%
$361K - $1.28M
24.7K $1.85M
Nov 03, 2022 Q3 2022
Cibc Asset Management Inc

Toronto, A6
BUY
 -
16.9K
+ 5.78%
$358K - $1.27M
309K $23.2M
Oct 25, 2022 Q3 2022
Texas Permanent School Fund

Austin, TX
BUY
 -
16.8K
+ 8.46%
$357K - $1.26M
216K $16.2M
Nov 10, 2022 Q3 2022
Intech Investment Management LLC

West Palm Beach, FL
BUY
 -
16.7K
+ 21.34%
$354K - $1.25M
95.2K $7.14M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
16.6K
+ 43.67%
$352K - $1.25M
54.7K $4.11M
Nov 14, 2022 Q3 2022
Blue Mar Capital Management, LLC

Miami, FL
BUY
 -
16.4K
New
$347K - $1.23M
16.4K $1.23M
Oct 07, 2022 Q3 2022
Gateway Investment Advisers LLC

BUY
 -
16K
+ 3.05%
$339K - $1.2M
542K $40.7M
Nov 04, 2022 Q3 2022
Simplex Trading, LLC

BUY
 -
16K
New
$338K - $1.19M
16K $1.2M
Nov 14, 2022 Q3 2022
Norinchukin Bank, The

Tokyo, M0
BUY
 -
15.8K
+ 17.29%
$333K - $1.18M
107K $8.02M
Oct 07, 2024 Q3 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
15.6K
+ 1329.92%
$330K - $1.17M
16.8K $1.26M
Oct 24, 2022 Q3 2022
Amica Mutual Insurance CO

BUY
 -
15.5K
+ 20.64%
$328K - $1.16M
90.5K $6.79M
Oct 18, 2022 Q3 2022
Mill Capital Management, LLC

BUY
 -
15.5K
+ 11.66%
$328K - $1.16M
148K $11.1M
Oct 18, 2022 Q3 2022
Ritholtz Wealth Management

BUY
 -
15.1K
+ 235.33%
$319K - $1.13M
21.5K $1.61M
Oct 17, 2022 Q3 2022
Capital Advisors Inc

BUY
 -
14.9K
+ 115.76%
$316K - $1.12M
27.9K $2.09M
Nov 10, 2022 Q3 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
14.7K
+ 3.5%
$311K - $1.1M
434K $32.6M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
14.5K
+ 4.3%
$307K - $1.09M
352K $26.4M
Nov 09, 2022 Q3 2022
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
14.3K
New
$303K - $1.07M
14.3K $1.08M
Nov 10, 2022 Q3 2022
Dakota Wealth Management

BUY
 -
14.2K
New
$301K - $1.07M
14.2K $1.07M
Nov 14, 2022 Q3 2022
First Long Island Investors, LLC

BUY
 -
14K
+ 4.1%
$297K - $1.05M
356K $26.7M
Nov 07, 2022 Q3 2022
Vancity Investment Management LTD

Vancouver, A1
BUY
 -
13.9K
+ 8.56%
$294K - $1.04M
176K $13.2M

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