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
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.97K+ 0.43% |
$62.8K - $223K
|
688K
$51.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.94K+ 4.27% |
$62.1K - $220K
|
71.7K
$5.38M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.93K+ 64.58% |
$62.1K - $220K
|
7.48K
$561K
|
|
|
Oct 14, 2022
Q3 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.93KNew |
$62K - $219K
|
2.93K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.93KNew |
$61.9K - $219K
|
2.93K
$220K
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
2.93KNew |
$61.9K - $219K
|
2.93K
$220K
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.91KNew |
$61.6K - $218K
|
2.91K
$218K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
2.9KNew |
$61.4K - $218K
|
2.9K
$218K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.9KNew |
$61.4K - $218K
|
2.9K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
2.9K+ 20.42% |
$61.3K - $217K
|
17.1K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.88K+ 1.87% |
$61K - $216K
|
157K
$11.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
2.88KNew |
$60.9K - $215K
|
2.88K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.88K+ 12.72% |
$60.8K - $215K
|
25.5K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.87KNew |
$60.8K - $215K
|
2.87K
$216K
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
BUY
|
- |
2.87KNew |
$60.6K - $215K
|
2.87K
$215K
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.86KNew |
$60.5K - $214K
|
2.86K
$215K
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.86KNew |
$60.5K - $214K
|
2.86K
$214K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.85K+ 43.66% |
$60.2K - $213K
|
9.36K
$703K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.83K+ 12.04% |
$59.9K - $212K
|
26.4K
$1.98M
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
2.82KNew |
$59.7K - $211K
|
2.82K
$212K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
2.81KNew |
$59.5K - $211K
|
2.81K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.8KNew |
$59.3K - $210K
|
2.8K
$210K
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
2.79KNew |
$59.1K - $209K
|
2.79K
$210K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.79K+ 1064.89% |
$59K - $209K
|
3.05K
$229K
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
2.78K+ 0.16% |
$58.8K - $208K
|
1.77M
$132M
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.74K+ 12.31% |
$58K - $205K
|
25K
$1.88M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.74K+ 48.78% |
$57.9K - $205K
|
8.35K
$627K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.73K+ 2.46% |
$57.7K - $204K
|
114K
$8.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.7KNew |
$57.1K - $202K
|
2.7K
$203K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
2.66KNew |
$56.2K - $199K
|
2.66K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.65K+ 6.87% |
$56.1K - $199K
|
41.2K
$3.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.64K+ 3.94% |
$55.9K - $198K
|
69.7K
$5.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
2.63K+ 3.15% |
$55.7K - $197K
|
86.2K
$6.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
2.62K+ 6.24% |
$55.5K - $196K
|
44.6K
$3.35M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.58K+ 2.03% |
$54.5K - $193K
|
129K
$9.72M
|
|
|
Oct 18, 2022
Q3 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.56K+ 20.48% |
$54.2K - $192K
|
15.1K
$1.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.52K+ 20.43% |
$53.4K - $189K
|
14.9K
$1.12M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
2.5K+ 28.44% |
$52.9K - $187K
|
11.3K
$848K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.5K+ 4.62% |
$52.8K - $187K
|
56.5K
$4.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
2.43K+ 0.32% |
$51.4K - $182K
|
764K
$57.4M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.42K+ 47.22% |
$51.3K - $182K
|
7.55K
$567K
|
|
|
Oct 19, 2022
Q3 2022
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
2.42K+ 0.57% |
$51.2K - $181K
|
424K
$31.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
BUY
|
- |
2.41K+ 6.55% |
$51K - $180K
|
39.2K
$2.94M
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.38K+ 10.74% |
$50.4K - $179K
|
24.6K
$1.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.36K+ 64.6% |
$50K - $177K
|
6.02K
$452K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.34K+ 23.96% |
$49.6K - $176K
|
12.1K
$910K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.34K+ 71.39% |
$49.5K - $175K
|
5.61K
$421K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.31K+ 111.03% |
$48.8K - $173K
|
4.38K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.28K+ 4.15% |
$48.3K - $171K
|
57.3K
$4.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.2K+ 2.3% |
$46.6K - $165K
|
97.7K
$7.33M
|