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 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
611+ 8.66% |
$41.2K - $50.9K
|
7.66K
$573K
|
|
Feb 07, 2023
Q4 2022
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
611+ 2.88% |
$41.2K - $50.9K
|
21.8K
$1.63M
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
610+ 0.25% |
$41.1K - $50.8K
|
245K
$18.3M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
606+ 6.23% |
$40.9K - $50.5K
|
10.3K
$772K
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
605+ 3.05% |
$40.8K - $50.4K
|
20.5K
$1.53M
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600+ 845.07% |
$40.5K - $50K
|
671
$50.2K
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
595+ 35.97% |
$40.1K - $49.5K
|
2.25K
$168K
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
595+ 13.93% |
$40.1K - $49.5K
|
4.87K
$364K
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
590+ 14.02% |
$39.8K - $49.1K
|
4.8K
$359K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
579+ 1.19% |
$39K - $48.2K
|
49.2K
$3.67M
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
556+ 0.07% |
$37.5K - $46.3K
|
820K
$61.3M
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
552+ 5.44% |
$37.2K - $46K
|
10.7K
$799K
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
536+ 9.99% |
$36.1K - $44.6K
|
5.9K
$441K
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
535+ 4.39% |
$36.1K - $44.5K
|
12.7K
$950K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
533+ 9.7% |
$35.9K - $44.4K
|
6.03K
$450K
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
525+ 0.44% |
$35.4K - $43.7K
|
120K
$8.97M
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
525+ 13.39% |
$35.4K - $43.7K
|
4.45K
$332K
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
506+ 12.22% |
$34.1K - $42.1K
|
4.65K
$347K
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
503+ 2.97% |
$33.9K - $41.9K
|
17.4K
$1.3M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
501+ 33.18% |
$33.8K - $41.7K
|
2.01K
$150K
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
501+ 1.64% |
$33.8K - $41.7K
|
31.1K
$2.32M
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
500+ 0.93% |
$33.7K - $41.6K
|
54.5K
$4.07M
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
494+ 0.1% |
$33.3K - $41.1K
|
481K
$35.9M
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
492+ 16.8% |
$33.2K - $41K
|
3.42K
$256K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
491+ 33.61% |
$33.1K - $40.9K
|
1.95K
$146K
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
489+ 14.45% |
$33K - $40.7K
|
3.87K
$289K
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
487+ 0.88% |
$32.8K - $40.5K
|
55.9K
$4.18M
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
486+ 1.24% |
$32.8K - $40.5K
|
39.6K
$2.96M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
486+ 171.13% |
$32.8K - $40.5K
|
770
$57.5K
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
485+ 0.43% |
$32.7K - $40.4K
|
114K
$8.53M
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
471+ 7.44% |
$31.8K - $39.2K
|
6.8K
$508K
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
471+ 13.41% |
$31.8K - $39.2K
|
3.98K
$298K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
470+ 13.03% |
$31.7K - $39.1K
|
4.08K
$305K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
466+ 7.82% |
$31.4K - $38.8K
|
6.43K
$480K
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
463+ 0.9% |
$31.2K - $38.5K
|
52K
$3.88M
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
462+ 12.07% |
$31.2K - $38.5K
|
4.29K
$321K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
458+ 13.18% |
$30.9K - $38.1K
|
3.93K
$294K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
456+ 1520.0% |
$30.7K - $38K
|
486
$36.3K
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
454+ 7.45% |
$30.6K - $37.8K
|
6.55K
$489K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
452+ 11.94% |
$30.5K - $37.6K
|
4.24K
$317K
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
450+ 169.81% |
$30.3K - $37.5K
|
715
$53.4K
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
450New |
$30.3K - $37.5K
|
450
$33.6K
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
450+ 3.67% |
$30.3K - $37.5K
|
12.7K
$951K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
448+ 5.99% |
$30.2K - $37.3K
|
7.93K
$592K
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
448+ 2.97% |
$30.2K - $37.3K
|
15.5K
$1.16M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
443+ 5.05% |
$29.9K - $36.9K
|
9.22K
$689K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
443+ 7.05% |
$29.9K - $36.9K
|
6.73K
$503K
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
437+ 0.44% |
$29.5K - $36.4K
|
99.3K
$7.43M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
430+ 8.22% |
$29K - $35.8K
|
5.66K
$423K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
428+ 13.21% |
$28.9K - $35.6K
|
3.67K
$274K
|