Purchases and Sales Made in Q4 2022 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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 21, 2023 Q4 2022
Cva Family Office, LLC

BUY
 -
135
+ 26.84%
$9.1K - $11.2K
638 $47.7K
Mar 01, 2023 Q4 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
135
+ 3.57%
$9.1K - $11.2K
3.92K $293K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
134
+ 3.14%
$9.04K - $11.2K
4.4K $328K
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
132
New
$8.9K - $11K
132 $9.87K
Feb 13, 2023 Q4 2022
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
131
+ 2.8%
$8.83K - $10.9K
4.81K $360K
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
125
+ 125.0%
$8.43K - $10.4K
225 $16.8K
Feb 07, 2023 Q4 2022
Gs Investments, Inc.

BUY
 -
125
+ 0.24%
$8.43K - $10.4K
51.4K $3.84M
Jan 31, 2023 Q4 2022
Sage Rhino Capital LLC

BUY
 -
124
+ 1.18%
$8.36K - $10.3K
10.6K $795K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
120
+ 19.2%
$8.09K - $9.99K
745 $55.7K
Jan 23, 2023 Q4 2022
Capital Advantage, Inc.

BUY
 -
120
+ 1.14%
$8.09K - $9.99K
10.6K $793K
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
118
+ 2.07%
$7.96K - $9.82K
5.81K $434K
Jan 25, 2023 Q4 2022
Halbert Hargrove Global Advisors, LLC

BUY
 -
116
+ 4.06%
$7.82K - $9.66K
2.97K $222K
Feb 07, 2023 Q4 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
116
+ 3.7%
$7.82K - $9.66K
3.25K $243K
Feb 14, 2023 Q4 2022
Davis R M Inc

Portland, ME
BUY
 -
116
+ 0.63%
$7.82K - $9.66K
18.6K $1.39M
Jan 17, 2023 Q4 2022
Veracity Capital LLC

BUY
 -
114
+ 3.98%
$7.69K - $9.49K
2.98K $223K
Feb 06, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
114
+ 1.94%
$7.69K - $9.49K
5.99K $448K
Feb 10, 2023 Q4 2022
Sit Investment Associates Inc

Minneapolis, MN
BUY
 -
110
New
$7.42K - $9.16K
110 $8.22K
Jan 27, 2023 Q4 2022
Mv Capital Management, Inc.

BUY
 -
107
+ 14.15%
$7.22K - $8.91K
863 $64.5K
Feb 13, 2023 Q4 2022
Pitcairn CO

Jenkintown, PA
BUY
 -
107
+ 1.1%
$7.22K - $8.91K
9.82K $734K
Feb 08, 2023 Q4 2022
Desjardins Global Asset Management Inc.

Montreal, A8
BUY
 -
103
+ 2.01%
$6.95K - $8.58K
5.24K $392K
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
103
+ 1.33%
$6.95K - $8.58K
7.85K $587K
Jan 26, 2023 Q4 2022
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
100
+ 0.52%
$6.74K - $8.33K
19.2K $1.43M
Feb 14, 2023 Q4 2022
Asset Advisors Investment Management, LLC

BUY
 -
100
+ 0.07%
$6.74K - $8.33K
152K $11.4M
Jan 11, 2023 Q4 2022
Arkadios Wealth Advisors

BUY
 -
99
+ 1.32%
$6.68K - $8.24K
7.63K $570K
Feb 14, 2023 Q4 2022
Financial Counselors Inc

BUY
 -
97
+ 0.06%
$6.54K - $8.08K
174K $13M
Oct 07, 2024 Q4 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
97
+ 0.58%
$6.54K - $8.08K
16.9K $1.26M
Feb 08, 2023 Q4 2022
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
96
+ 9.94%
$6.47K - $7.99K
1.06K $79.4K
Feb 14, 2023 Q4 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
94
+ 0.71%
$6.34K - $7.83K
13.3K $995K
Feb 08, 2023 Q4 2022
Asset Management Resources, LLC

BUY
 -
92
+ 1.8%
$6.2K - $7.66K
5.22K $390K
Feb 13, 2023 Q4 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
90
+ 0.51%
$6.07K - $7.49K
17.8K $1.33M
Feb 08, 2023 Q4 2022
Prospera Financial Services Inc

BUY
 -
87
+ 1.7%
$5.87K - $7.24K
5.19K $388K
Jan 25, 2023 Q4 2022
Sns Financial Group, LLC

BUY
 -
86
+ 0.93%
$5.8K - $7.16K
9.37K $700K
Jan 11, 2023 Q4 2022
Triangle Securities Wealth Management

BUY
 -
85
+ 1.59%
$5.73K - $7.08K
5.44K $407K
Feb 10, 2023 Q4 2022
Motco

BUY
 -
83
+ 0.08%
$5.6K - $6.91K
103K $7.72M
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
82
New
$5.53K - $6.83K
82 $6.13K
Feb 10, 2023 Q4 2022
Evoke Wealth, LLC

BUY
 -
82
+ 3.06%
$5.53K - $6.83K
2.77K $207K
Feb 10, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
82
+ 0.47%
$5.53K - $6.83K
17.5K $1.31M
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
82
New
$5.53K - $6.83K
82 $6.13K
Dec 13, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
82
+ 0.47%
$5.53K - $6.83K
17.5K $1.31M
Feb 14, 2023 Q4 2022
Powell Investment Advisors, LLC

BUY
 -
78
+ 0.66%
$5.26K - $6.49K
11.8K $883K
Feb 09, 2023 Q4 2022
Plante Moran Financial Advisors, LLC

BUY
 -
77
+ 1.3%
$5.19K - $6.41K
6K $448K
Jan 31, 2023 Q4 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
75
+ 11.31%
$5.06K - $6.24K
738 $55.2K
Feb 06, 2023 Q4 2022
Hills Bank & Trust CO

BUY
 -
73
+ 4.34%
$4.92K - $6.08K
1.76K $131K
Feb 14, 2023 Q4 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
71
+ 0.14%
$4.79K - $5.91K
50.1K $3.74M
Jan 11, 2023 Q4 2022
Moody National Bank Trust Division

BUY
 -
70
+ 0.19%
$4.72K - $5.83K
37.2K $2.78M
Jan 31, 2023 Q4 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
67
+ 0.17%
$4.52K - $5.58K
39.7K $2.97M
Feb 14, 2023 Q4 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
67
New
$4.52K - $5.58K
67 $5.01K
Feb 01, 2023 Q4 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
65
+ 3.39%
$4.38K - $5.41K
1.98K $148K
Feb 10, 2023 Q4 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
64
+ 1.11%
$4.32K - $5.33K
5.81K $434K

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