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 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 9.09% |
$1.01K - $1.25K
|
180
$13.5K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 2.36% |
$877 - $1.08K
|
565
$42.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
13+ 0.07% |
$877 - $1.08K
|
18.5K
$1.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
12+ 2.08% |
$809 - $999
|
590
$44.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10+ 0.27% |
$674 - $833
|
3.66K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
10+ 0.34% |
$674 - $833
|
2.94K
$219K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
9+ 0.25% |
$607 - $749
|
3.65K
$273K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 8.82% |
$607 - $749
|
111
$8.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
9+ 0.03% |
$607 - $749
|
32K
$2.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
6+ 0.16% |
$405 - $500
|
3.7K
$276K
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
6+ 0.05% |
$405 - $500
|
12.6K
$941K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$405 - $500
|
6
$448
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 0.13% |
$337 - $416
|
3.88K
$290K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
5+ 0.02% |
$337 - $416
|
20.7K
$1.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$270 - $333
|
10.4K
$780K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.21% |
$135 - $167
|
976
$72.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Harrington Investments, Inc
|
BUY
|
- |
2+ 0.0% |
$135 - $167
|
51.6K
$3.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Diversified Investment Strategies, LLC
|
BUY
|
- |
2+ 0.01% |
$135 - $167
|
19.5K
$1.46M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.13% |
$67.4 - $83.3
|
754
$56.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.5% |
$67.4 - $83.3
|
201
$15K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.88% |
$67.4 - $83.3
|
115
$8.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.02% |
$67.4 - $83.3
|
5.41K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1- 0.03% |
$67.4 - $83.3
|
3.08K
$230K
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-4- 0.08% |
$270 - $333
|
5.06K
$378K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4- 0.01% |
$270 - $333
|
59.5K
$4.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-5- 0.06% |
$337 - $416
|
8.18K
$611K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6Closed |
$405 - $500
|
0
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.24% |
$472 - $583
|
2.85K
$213K
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-7- 0.08% |
$472 - $583
|
8.26K
$617K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-9- 0.21% |
$607 - $749
|
4.18K
$312K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-10- 50.0% |
$674 - $833
|
10
$747
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-10- 0.18% |
$674 - $833
|
5.45K
$407K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-12- 0.22% |
$809 - $999
|
5.49K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 2.95% |
$877 - $1.08K
|
428
$32K
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-17- 0.23% |
$1.15K - $1.42K
|
7.23K
$540K
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-20- 0.21% |
$1.35K - $1.67K
|
9.44K
$705K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-20- 0.94% |
$1.35K - $1.67K
|
2.11K
$158K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-22- 0.7% |
$1.48K - $1.83K
|
3.14K
$235K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-22- 0.34% |
$1.48K - $1.83K
|
6.48K
$485K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-22- 0.71% |
$1.48K - $1.83K
|
3.06K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-23- 7.01% |
$1.55K - $1.91K
|
305
$22.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-24- 0.55% |
$1.62K - $2K
|
4.32K
$323K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-28- 0.25% |
$1.89K - $2.33K
|
11.3K
$846K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-29- 0.96% |
$1.96K - $2.41K
|
2.98K
$223K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-30- 0.14% |
$2.02K - $2.5K
|
21.3K
$1.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-30- 0.23% |
$2.02K - $2.5K
|
12.9K
$965K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-30- 0.53% |
$2.02K - $2.5K
|
5.65K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-31- 93.94% |
$2.09K - $2.58K
|
2
$149
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-34- 0.4% |
$2.29K - $2.83K
|
8.44K
$631K
|