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 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-35- 0.38% |
$2.36K - $2.91K
|
9.25K
$691K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-38- 0.35% |
$2.56K - $3.16K
|
10.8K
$803K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-39- 0.11% |
$2.63K - $3.25K
|
36.9K
$2.76M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-40- 0.9% |
$2.7K - $3.33K
|
4.41K
$330K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-42- 0.35% |
$2.83K - $3.5K
|
12.1K
$903K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-46- 10.43% |
$3.1K - $3.83K
|
395
$29.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-47- 6.51% |
$3.17K - $3.91K
|
675
$50.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-47- 1.09% |
$3.17K - $3.91K
|
4.28K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-47- 0.86% |
$3.17K - $3.91K
|
5.39K
$403K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-48- 0.18% |
$3.24K - $4K
|
26.6K
$1.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-49- 0.29% |
$3.3K - $4.08K
|
16.9K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-50- 0.21% |
$3.37K - $4.16K
|
24.3K
$1.82M
|
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-50- 12.05% |
$3.37K - $4.16K
|
365
$27.3K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-50- 68.49% |
$3.37K - $4.16K
|
23
$1.72K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-53- 0.22% |
$3.57K - $4.41K
|
24.4K
$1.82M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-55- 2.07% |
$3.71K - $4.58K
|
2.6K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-55- 0.84% |
$3.71K - $4.58K
|
6.47K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-55- 0.45% |
$3.71K - $4.58K
|
12.1K
$904K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-57- 1.65% |
$3.84K - $4.75K
|
3.4K
$254K
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-58- 1.04% |
$3.91K - $4.83K
|
5.52K
$412K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-58- 0.08% |
$3.91K - $4.83K
|
77K
$5.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-59- 0.97% |
$3.98K - $4.91K
|
6.02K
$450K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-62- 1.09% |
$4.18K - $5.16K
|
5.6K
$419K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-63- 1.34% |
$4.25K - $5.25K
|
4.63K
$346K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-65- 1.18% |
$4.38K - $5.41K
|
5.46K
$408K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-67- 25.09% |
$4.52K - $5.58K
|
200
$14.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-69- 40.35% |
$4.65K - $5.74K
|
102
$7.62K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-72- 0.6% |
$4.85K - $5.99K
|
11.9K
$891K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-74- 1.27% |
$4.99K - $6.16K
|
5.76K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-74- 1.38% |
$4.99K - $6.16K
|
5.28K
$395K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-75- 1.47% |
$5.06K - $6.24K
|
5.02K
$375K
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-75- 0.1% |
$5.06K - $6.24K
|
74.9K
$5.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-75- 0.81% |
$5.06K - $6.24K
|
9.18K
$686K
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-76- 1.92% |
$5.12K - $6.33K
|
3.89K
$290K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-78- 0.71% |
$5.26K - $6.49K
|
11K
$819K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-84- 1.12% |
$5.66K - $6.99K
|
7.44K
$556K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-84- 0.54% |
$5.66K - $6.99K
|
15.5K
$1.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-85- 0.23% |
$5.73K - $7.08K
|
37.2K
$2.78M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-85- 0.1% |
$5.73K - $7.08K
|
85.9K
$6.42M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-89- 4.02% |
$6K - $7.41K
|
2.13K
$159K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-93- 0.71% |
$6.27K - $7.74K
|
12.9K
$967K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-94- 17.44% |
$6.34K - $7.83K
|
445
$33.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-99- 0.94% |
$6.68K - $8.24K
|
10.5K
$783K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-100- 0.59% |
$6.74K - $8.33K
|
17K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-103- 1.28% |
$6.95K - $8.58K
|
7.95K
$594K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-106- 0.99% |
$7.15K - $8.83K
|
10.6K
$793K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-113- 4.01% |
$7.62K - $9.41K
|
2.71K
$202K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-114- 1.9% |
$7.69K - $9.49K
|
5.88K
$439K
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-118- 0.58% |
$7.96K - $9.82K
|
20.4K
$1.52M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-122- 0.63% |
$8.23K - $10.2K
|
19.3K
$1.44M
|