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 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-124- 0.46% |
$8.36K - $10.3K
|
26.6K
$1.99M
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-125- 4.12% |
$8.43K - $10.4K
|
2.91K
$217K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-125- 25.25% |
$8.43K - $10.4K
|
370
$27.7K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-125- 47.35% |
$8.43K - $10.4K
|
139
$10.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-130- 0.12% |
$8.77K - $10.8K
|
110K
$8.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-130- 0.49% |
$8.77K - $10.8K
|
26.2K
$1.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-132- 2.14% |
$8.9K - $11K
|
6.04K
$452K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-132- 4.11% |
$8.9K - $11K
|
3.08K
$230K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-137- 42.15% |
$9.24K - $11.4K
|
188
$14.1K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-139- 1.27% |
$9.37K - $11.6K
|
10.8K
$810K
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-150- 0.85% |
$10.1K - $12.5K
|
17.5K
$1.31M
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-150- 2.27% |
$10.1K - $12.5K
|
6.45K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-150- 3.41% |
$10.1K - $12.5K
|
4.25K
$318K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-155- 0.03% |
$10.5K - $12.9K
|
606K
$45.3M
|
|
|
Feb 13, 2024
Q4 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-155- 0.03% |
$10.5K - $12.9K
|
606K
$45.3M
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-156- 5.05% |
$10.5K - $13K
|
2.94K
$219K
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
SELL
|
- |
-164- 0.35% |
$11.1K - $13.7K
|
47.2K
$3.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-164- 5.37% |
$11.1K - $13.7K
|
2.89K
$216K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-165- 56.9% |
$11.1K - $13.7K
|
125
$9.34K
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
SELL
|
- |
-165- 35.11% |
$11.1K - $13.7K
|
305
$22.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-167- 1.07% |
$11.3K - $13.9K
|
15.5K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-178- 1.75% |
$12K - $14.8K
|
10K
$748K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-179- 14.34% |
$12.1K - $14.9K
|
1.07K
$79.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-180- 1.28% |
$12.1K - $15K
|
13.9K
$1.04M
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-195- 2.58% |
$13.1K - $16.2K
|
7.37K
$550K
|
|
|
Jan 12, 2023
Q4 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-196- 0.42% |
$13.2K - $16.3K
|
46.9K
$3.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-197- 55.65% |
$13.3K - $16.4K
|
157
$11.7K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-200- 77.22% |
$13.5K - $16.7K
|
59
$4.41K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-200- 12.59% |
$13.5K - $16.7K
|
1.39K
$104K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-214- 1.42% |
$14.4K - $17.8K
|
14.9K
$1.11M
|
|
|
Mar 06, 2023
Q4 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-220- 1.0% |
$14.8K - $18.3K
|
21.7K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-221- 2.72% |
$14.9K - $18.4K
|
7.91K
$591K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-224- 4.52% |
$15.1K - $18.7K
|
4.73K
$354K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-234- 3.54% |
$15.8K - $19.5K
|
6.37K
$476K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-235- 0.48% |
$15.8K - $19.6K
|
48.6K
$3.63M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-236- 1.34% |
$15.9K - $19.6K
|
17.3K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-243- 2.9% |
$16.4K - $20.2K
|
8.13K
$608K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-249- 0.47% |
$16.8K - $20.7K
|
52.6K
$3.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-250- 1.32% |
$16.9K - $20.8K
|
18.6K
$1.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-250- 1.22% |
$16.9K - $20.8K
|
20.2K
$1.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-250- 4.58% |
$16.9K - $20.8K
|
5.21K
$389K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-253- 1.19% |
$17.1K - $21.1K
|
21K
$1.57M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-257- 1.64% |
$17.3K - $21.4K
|
15.4K
$1.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-260- 3.56% |
$17.5K - $21.6K
|
7.04K
$526K
|
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-260- 3.45% |
$17.5K - $21.6K
|
7.29K
$544K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-264- 0.9% |
$17.8K - $22K
|
29.2K
$2.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-265- 7.0% |
$17.9K - $22.1K
|
3.52K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-270- 4.93% |
$18.2K - $22.5K
|
5.21K
$389K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-276- 57.14% |
$18.6K - $23K
|
207
$15.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-285- 7.69% |
$19.2K - $23.7K
|
3.42K
$256K
|