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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
1.03K+ 4.86% |
$69.2K - $85.4K
|
22.2K
$1.66M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.02K+ 22.08% |
$68.8K - $84.9K
|
5.64K
$422K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1KNew |
$67.7K - $83.6K
|
1K
$75K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
995+ 11.99% |
$67.1K - $82.8K
|
9.3K
$695K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
977New |
$65.9K - $81.3K
|
977
$73K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
964+ 9.39% |
$65K - $80.3K
|
11.2K
$839K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
952New |
$64.2K - $79.3K
|
952
$71.2K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
951+ 1.14% |
$64.1K - $79.2K
|
84.3K
$6.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
950+ 5.86% |
$64.1K - $79.1K
|
17.2K
$1.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
949+ 247.14% |
$64K - $79K
|
1.33K
$99.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
946+ 31.02% |
$63.8K - $78.8K
|
4K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
945+ 0.12% |
$63.7K - $78.7K
|
778K
$58.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
928+ 18.72% |
$62.6K - $77.3K
|
5.89K
$440K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
925+ 19.05% |
$62.4K - $77K
|
5.78K
$432K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
913+ 4805.26% |
$61.6K - $76K
|
932
$69.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
900+ 0.92% |
$60.7K - $74.9K
|
98.6K
$7.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
BUY
|
- |
897+ 52.33% |
$60.5K - $74.7K
|
2.61K
$195K
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
887+ 0.05% |
$59.8K - $73.9K
|
1.77M
$132M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
874New |
$58.9K - $72.8K
|
874
$65.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
870New |
$58.7K - $72.4K
|
870
$65K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
844+ 2.87% |
$56.9K - $70.3K
|
30.3K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
844+ 19.99% |
$56.9K - $70.3K
|
5.07K
$379K
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
840+ 1.05% |
$56.6K - $69.9K
|
81.1K
$6.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
833+ 1.52% |
$56.2K - $69.4K
|
55.5K
$4.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
818+ 4.32% |
$55.2K - $68.1K
|
19.7K
$1.48M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
813+ 20.95% |
$54.8K - $67.7K
|
4.69K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
800+ 26.46% |
$53.9K - $66.6K
|
3.82K
$286K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
788+ 3.51% |
$53.1K - $65.6K
|
23.2K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
782+ 14.05% |
$52.7K - $65.1K
|
6.35K
$474K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
779+ 3.67% |
$52.5K - $64.9K
|
22K
$1.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
771+ 5.08% |
$52K - $64.2K
|
16K
$1.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
756+ 17.6% |
$51K - $62.9K
|
5.05K
$378K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
755+ 5.07% |
$50.9K - $62.9K
|
15.6K
$1.17M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
746New |
$50.3K - $62.1K
|
746
$55.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
707+ 9.33% |
$47.7K - $58.9K
|
8.28K
$619K
|
|
|
Feb 14, 2023
Q4 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
703+ 2.64% |
$47.4K - $58.5K
|
27.3K
$2.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
701+ 18.19% |
$47.3K - $58.4K
|
4.55K
$340K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
697+ 9.94% |
$47K - $58K
|
7.71K
$576K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
697+ 0.84% |
$47K - $58K
|
83.9K
$6.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
693+ 1.6% |
$46.7K - $57.7K
|
43.9K
$3.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
680+ 11.74% |
$45.9K - $56.6K
|
6.47K
$484K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
669+ 4.38% |
$45.1K - $55.7K
|
16K
$1.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
664+ 0.31% |
$44.8K - $55.3K
|
217K
$16.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
663+ 22.75% |
$44.7K - $55.2K
|
3.58K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
650+ 1.23% |
$43.8K - $54.1K
|
53.6K
$4.01M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
638+ 3.06% |
$43K - $53.1K
|
21.5K
$1.61M
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
634+ 6.1% |
$42.8K - $52.8K
|
11K
$824K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
628+ 3.29% |
$42.3K - $52.3K
|
19.7K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
620+ 2.98% |
$41.8K - $51.6K
|
21.5K
$1.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
619+ 11.8% |
$41.7K - $51.5K
|
5.86K
$438K
|