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 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
60+ 5.85% |
$4.05K - $5K
|
1.09K
$81.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
60+ 1.48% |
$4.05K - $5K
|
4.11K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
60New |
$4.05K - $5K
|
60
$4.48K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
59+ 7.74% |
$3.98K - $4.91K
|
821
$61.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
57+ 3.14% |
$3.84K - $4.75K
|
1.87K
$140K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
54+ 0.07% |
$3.64K - $4.5K
|
74.1K
$5.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
53+ 15.59% |
$3.57K - $4.41K
|
393
$29.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
53+ 1.45% |
$3.57K - $4.41K
|
3.72K
$278K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
52New |
$3.51K - $4.33K
|
52
$3.89K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
48New |
$3.24K - $4K
|
48
$3.59K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
48+ 0.26% |
$3.24K - $4K
|
18.7K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
47+ 0.81% |
$3.17K - $3.91K
|
5.82K
$435K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
46+ 176.92% |
$3.1K - $3.83K
|
72
$5.38K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
46+ 1.23% |
$3.1K - $3.83K
|
3.79K
$283K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
44+ 0.03% |
$2.97K - $3.66K
|
148K
$11.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
44+ 0.94% |
$2.97K - $3.66K
|
4.71K
$352K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
43+ 0.58% |
$2.9K - $3.58K
|
7.52K
$562K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
43+ 1.46% |
$2.9K - $3.58K
|
2.99K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
43+ 0.31% |
$2.9K - $3.58K
|
13.7K
$1.02M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
43+ 28.67% |
$2.9K - $3.58K
|
193
$14.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
41+ 50.62% |
$2.76K - $3.41K
|
122
$9.12K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
41+ 0.77% |
$2.76K - $3.41K
|
5.36K
$401K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
39New |
$2.63K - $3.25K
|
39
$2.91K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
38+ 1.12% |
$2.56K - $3.16K
|
3.45K
$258K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
37+ 0.56% |
$2.49K - $3.08K
|
6.69K
$500K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
32+ 1.91% |
$2.16K - $2.66K
|
1.71K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
31+ 1.06% |
$2.09K - $2.58K
|
2.97K
$222K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
30+ 0.55% |
$2.02K - $2.5K
|
5.48K
$410K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
30+ 0.52% |
$2.02K - $2.5K
|
5.8K
$433K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30+ 0.22% |
$2.02K - $2.5K
|
13.4K
$1M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
29New |
$1.96K - $2.41K
|
29
$2.17K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
27+ 10.31% |
$1.82K - $2.25K
|
289
$21.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
26New |
$1.75K - $2.16K
|
26
$1.94K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
25+ 1.71% |
$1.69K - $2.08K
|
1.49K
$111K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
25+ 8.68% |
$1.69K - $2.08K
|
313
$23.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
25+ 6.96% |
$1.69K - $2.08K
|
384
$28.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
24+ 0.13% |
$1.62K - $2K
|
19K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
24+ 0.56% |
$1.62K - $2K
|
4.31K
$322K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
23+ 0.78% |
$1.55K - $1.91K
|
2.96K
$221K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
23New |
$1.55K - $1.91K
|
23
$1.72K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
23+ 0.15% |
$1.55K - $1.91K
|
15.4K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
22+ 17.74% |
$1.48K - $1.83K
|
146
$10.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
22New |
$1.48K - $1.83K
|
22
$1.64K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 2.03% |
$1.35K - $1.67K
|
1.01K
$75.1K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
20+ 1.53% |
$1.35K - $1.67K
|
1.33K
$99.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
19+ 126.67% |
$1.28K - $1.58K
|
34
$2.54K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
19+ 1.76% |
$1.28K - $1.58K
|
1.1K
$82.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
19New |
$1.28K - $1.58K
|
19
$1.42K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18+ 9.23% |
$1.21K - $1.5K
|
213
$15.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
17+ 0.27% |
$1.15K - $1.42K
|
6.22K
$465K
|