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
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-287- 1.33% |
$19.4K - $23.9K
|
21.3K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-291- 0.76% |
$19.6K - $24.2K
|
37.9K
$2.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-293- 4.39% |
$19.8K - $24.4K
|
6.38K
$479K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-294- 1.92% |
$19.8K - $24.5K
|
15K
$1.13M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-300- 0.39% |
$20.2K - $25K
|
75.7K
$5.68M
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-300- 6.82% |
$20.2K - $25K
|
4.1K
$308K
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-300- 8.33% |
$20.2K - $25K
|
3.3K
$248K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-300- 6.49% |
$20.2K - $25K
|
4.32K
$324K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-305- 1.14% |
$20.6K - $25.4K
|
26.5K
$1.99M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-311- 5.45% |
$21K - $25.9K
|
5.4K
$405K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-314- 2.7% |
$21.2K - $26.1K
|
11.3K
$850K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-325- 0.65% |
$21.9K - $27.1K
|
49.7K
$3.73M
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-326- 0.94% |
$22K - $27.1K
|
34.5K
$2.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
SELL
|
- |
-328- 0.18% |
$22.1K - $27.3K
|
184K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-328- 8.34% |
$22.1K - $27.3K
|
3.61K
$271K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-329- 7.88% |
$22.2K - $27.4K
|
3.85K
$289K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-332- 10.21% |
$22.4K - $27.6K
|
2.92K
$219K
|
|
|
Jan 17, 2023
Q4 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-336- 1.95% |
$22.7K - $28K
|
16.9K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-341- 7.05% |
$23K - $28.4K
|
4.5K
$338K
|
|
|
Feb 09, 2023
Q4 2022
|
Keene & Associates, Inc.
|
SELL
|
- |
-344- 7.58% |
$23.2K - $28.6K
|
4.2K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-347- 0.24% |
$23.4K - $28.9K
|
147K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-350- 6.54% |
$23.6K - $29.1K
|
5K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-350- 9.35% |
$23.6K - $29.1K
|
3.39K
$255K
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-357- 0.69% |
$24.1K - $29.7K
|
51.3K
$3.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-360- 4.83% |
$24.3K - $30K
|
7.1K
$533K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-373- 4.17% |
$25.2K - $31.1K
|
8.58K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-374- 2.2% |
$25.2K - $31.1K
|
16.6K
$1.25M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-376- 1.2% |
$25.4K - $31.3K
|
31K
$2.32M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-376- 1.2% |
$25.4K - $31.3K
|
31K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-379- 2.03% |
$25.6K - $31.6K
|
18.3K
$1.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-389- 9.15% |
$26.2K - $32.4K
|
3.86K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-399- 10.26% |
$26.9K - $33.2K
|
3.49K
$262K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-426- 2.06% |
$28.7K - $35.5K
|
20.3K
$1.52M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-427- 37.46% |
$28.8K - $35.6K
|
713
$53.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-433- 2.78% |
$29.2K - $36.1K
|
15.1K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-434- 2.78% |
$29.3K - $36.1K
|
15.2K
$1.14M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-436- 4.42% |
$29.4K - $36.3K
|
9.43K
$707K
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-444- 1.01% |
$29.9K - $37K
|
43.3K
$3.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-447- 0.66% |
$30.1K - $37.2K
|
67.6K
$5.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-447- 12.21% |
$30.1K - $37.2K
|
3.21K
$241K
|
|
|
Feb 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-447- 12.21% |
$30.1K - $37.2K
|
3.21K
$241K
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-450- 11.73% |
$30.3K - $37.5K
|
3.39K
$254K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-451- 3.85% |
$30.4K - $37.6K
|
11.3K
$846K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-455- 5.46% |
$30.7K - $37.9K
|
7.87K
$591K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-462- 4.39% |
$31.2K - $38.5K
|
10.1K
$754K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-464- 4.27% |
$31.3K - $38.6K
|
10.4K
$781K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-471- 1.61% |
$31.8K - $39.2K
|
28.8K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-473- 1.54% |
$31.9K - $39.4K
|
30.3K
$2.27M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-486- 1.09% |
$32.8K - $40.5K
|
44.1K
$3.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-487- 56.43% |
$32.8K - $40.5K
|
376
$28.2K
|