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 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
258+ 3.95% |
$17.4K - $21.5K
|
6.8K
$508K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
257+ 0.97% |
$17.3K - $21.4K
|
26.6K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
257+ 3.1% |
$17.3K - $21.4K
|
8.55K
$639K
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
256+ 0.44% |
$17.3K - $21.3K
|
57.8K
$4.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
256New |
$17.3K - $21.3K
|
256
$19.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
255+ 0.74% |
$17.2K - $21.2K
|
34.5K
$2.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
243+ 1.42% |
$16.4K - $20.2K
|
17.3K
$1.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
238New |
$16K - $19.8K
|
238
$17.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
231+ 39.02% |
$15.6K - $19.2K
|
823
$61.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
231+ 0.43% |
$15.6K - $19.2K
|
53.9K
$4.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
230+ 0.06% |
$15.5K - $19.1K
|
357K
$26.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
223+ 0.85% |
$15K - $18.6K
|
26.4K
$1.97M
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
221+ 0.55% |
$14.9K - $18.4K
|
40.2K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
221+ 2.05% |
$14.9K - $18.4K
|
11K
$821K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
220New |
$14.8K - $18.3K
|
220
$16.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
220+ 3.84% |
$14.8K - $18.3K
|
5.95K
$445K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
218+ 5.14% |
$14.7K - $18.2K
|
4.46K
$333K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
215+ 4.98% |
$14.5K - $17.9K
|
4.53K
$339K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
215+ 1.06% |
$14.5K - $17.9K
|
20.4K
$1.53M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
208New |
$14K - $17.3K
|
208
$15.5K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
208New |
$14K - $17.3K
|
208
$15.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
207+ 5.11% |
$14K - $17.2K
|
4.26K
$318K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
203+ 5.39% |
$13.7K - $16.9K
|
3.97K
$297K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
200+ 3.81% |
$13.5K - $16.7K
|
5.44K
$407K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
198+ 2.85% |
$13.4K - $16.5K
|
7.15K
$535K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
198+ 0.19% |
$13.4K - $16.5K
|
102K
$7.65M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
191New |
$12.9K - $15.9K
|
191
$14.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
188New |
$12.7K - $15.7K
|
188
$14.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
183New |
$12.3K - $15.2K
|
183
$13.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
180+ 1.51% |
$12.1K - $15K
|
12.1K
$905K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
180+ 2.66% |
$12.1K - $15K
|
6.95K
$520K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
178+ 6.21% |
$12K - $14.8K
|
3.04K
$228K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
177+ 3.99% |
$11.9K - $14.7K
|
4.61K
$345K
|
|
|
Feb 01, 2023
Q4 2022
|
William Allan, LLC
|
BUY
|
- |
174+ 0.36% |
$11.7K - $14.5K
|
48.9K
$3.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
174+ 0.43% |
$11.7K - $14.5K
|
41.1K
$3.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
169+ 3.65% |
$11.4K - $14.1K
|
4.8K
$359K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
165+ 0.15% |
$11.1K - $13.7K
|
109K
$8.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
164New |
$11.1K - $13.7K
|
164
$12.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
164+ 0.5% |
$11.1K - $13.7K
|
32.6K
$2.44M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
160+ 4.1% |
$10.8K - $13.3K
|
4.07K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
160+ 2.62% |
$10.8K - $13.3K
|
6.27K
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
159+ 0.32% |
$10.7K - $13.2K
|
50.4K
$3.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
150+ 2.23% |
$10.1K - $12.5K
|
6.88K
$514K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
145New |
$9.78K - $12.1K
|
145
$10.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
139+ 0.28% |
$9.37K - $11.6K
|
49.4K
$3.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
139New |
$9.37K - $11.6K
|
139
$10.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
138+ 600.0% |
$9.31K - $11.5K
|
161
$12K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
138+ 0.21% |
$9.31K - $11.5K
|
64.5K
$4.82M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
138New |
$9.31K - $11.5K
|
138
$10.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Distillate Capital Partners LLC
|
BUY
|
- |
135New |
$9.1K - $11.2K
|
135
$10.1K
|