Purchases and Sales Made in Q4 2022 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
225M+ 32224.41% |
$15.2B - $18.8B
|
226M
$16.9B
|
|
|
Feb 14, 2023
Q4 2022
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
15.9MNew |
$1.07B - $1.33B
|
15.9M
$1.19B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.5MNew |
$914M - $1.13B
|
13.5M
$1.01B
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.68M+ 107.11% |
$585M - $723M
|
16.8M
$1.26B
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.56M+ 62.54% |
$577M - $713M
|
22.3M
$1.67B
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.37M+ 69.68% |
$564M - $697M
|
20.4M
$1.52B
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
7.02M+ 336.07% |
$473M - $585M
|
9.11M
$682M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.57M+ 194.62% |
$376M - $464M
|
8.44M
$631M
|
|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.36M+ 91051.77% |
$361M - $446M
|
5.37M
$402M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.43M+ 5.88% |
$299M - $369M
|
79.8M
$5.98B
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.9M+ 3.79% |
$263M - $325M
|
107M
$8B
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.81M+ 17.85% |
$189M - $234M
|
18.5M
$1.39B
|
|
|
Jun 20, 2024
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
2.58M+ 152.53% |
$174M - $215M
|
4.28M
$320M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.24M+ 7.13% |
$151M - $187M
|
33.7M
$2.52B
|
|
|
Feb 06, 2023
Q4 2022
|
Findlay Park Partners LLP
London, X0 |
BUY
|
- |
1.62MNew |
$109M - $135M
|
1.62M
$121M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.45M+ 1.17% |
$97.9M - $121M
|
126M
$9.42B
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.18M+ 90.79% |
$79.8M - $98.6M
|
2.49M
$186M
|
|
|
Feb 06, 2023
Q4 2022
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
896K+ 8.72% |
$60.4M - $74.6M
|
11.2M
$836M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
851KNew |
$57.4M - $70.8M
|
851K
$63.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
846KNew |
$57.1M - $70.5M
|
846K
$63.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
810K+ 4.89% |
$54.6M - $67.5M
|
17.4M
$1.3B
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
807K+ 50.81% |
$54.4M - $67.2M
|
2.4M
$179M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
726K+ 4.7% |
$48.9M - $60.4M
|
16.2M
$1.21B
|
|
|
Jan 26, 2023
Q4 2022
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
705K+ 19.69% |
$47.5M - $58.7M
|
4.28M
$321M
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
694KNew |
$46.8M - $57.8M
|
694K
$52M
|
|
|
Feb 09, 2023
Q4 2022
|
Premier Fund Managers LTD
|
BUY
|
- |
676K+ 404.65% |
$45.6M - $56.3M
|
843K
$63.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Theleme Partners LLP
London, X0 |
BUY
|
- |
615K+ 27.64% |
$41.5M - $51.2M
|
2.84M
$213M
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
606K+ 2.33% |
$40.9M - $50.5M
|
26.7M
$2B
|
|
|
Feb 10, 2023
Q4 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
606K+ 49.65% |
$40.8M - $50.4M
|
1.83M
$137M
|
|
|
Feb 14, 2023
Q4 2022
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
604KNew |
$40.7M - $50.3M
|
604K
$45.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
600K+ 170.46% |
$40.4M - $49.9M
|
952K
$71.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
584K+ 118.56% |
$39.4M - $48.6M
|
1.08M
$80.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
574K+ 4.61% |
$38.7M - $47.8M
|
13M
$975M
|
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
523KNew |
$35.3M - $43.5M
|
523K
$39.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
512K+ 5.23% |
$34.5M - $42.6M
|
10.3M
$771M
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
482K+ 64.61% |
$32.5M - $40.1M
|
1.23M
$91.8M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
472K+ 306.74% |
$31.8M - $39.3M
|
626K
$46.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
462K+ 16.37% |
$31.1M - $38.4M
|
3.28M
$246M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
458K+ 11.37% |
$30.9M - $38.1M
|
4.49M
$336M
|
|
|
Feb 14, 2023
Q4 2022
|
Azora Capital LP
Miami, FL |
BUY
|
- |
445KNew |
$30M - $37M
|
445K
$33.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
439K+ 335.05% |
$29.6M - $36.5M
|
569K
$42.6M
|
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
BUY
|
- |
438K+ 155.7% |
$29.5M - $36.5M
|
720K
$53.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
427KNew |
$28.8M - $35.6M
|
427K
$32M
|
|
|
Feb 13, 2023
Q4 2022
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
419KNew |
$28.3M - $34.9M
|
419K
$31.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
418K+ 61.99% |
$28.2M - $34.8M
|
1.09M
$81.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
BUY
|
- |
405K+ 59.84% |
$27.3M - $33.7M
|
1.08M
$80.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
398K+ 2.33% |
$26.8M - $33.2M
|
17.5M
$1.31B
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
366K+ 149.49% |
$24.7M - $30.5M
|
611K
$45.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
359K+ 22.8% |
$24.2M - $29.9M
|
1.93M
$145M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
359K+ 4.62% |
$24.2M - $29.9M
|
8.14M
$609M
|