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 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-899- 1.21% |
$60.6K - $74.9K
|
73.2K
$5.49M
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-916- 28.79% |
$61.8K - $76.3K
|
2.27K
$170K
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
SELL
|
- |
-924- 0.59% |
$62.3K - $76.9K
|
155K
$11.6M
|
|
Feb 07, 2023
Q4 2022
|
Thornburg Investment Management Inc
|
SELL
|
- |
-943- 0.15% |
$63.6K - $78.5K
|
621K
$46.6M
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-970- 1.03% |
$65.4K - $80.8K
|
93.6K
$7.02M
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-978- 23.61% |
$65.9K - $81.4K
|
3.16K
$237K
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-987- 4.31% |
$66.6K - $82.2K
|
21.9K
$1.64M
|
|
Feb 13, 2023
Q4 2022
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-1K- 4.76% |
$67.4K - $83.3K
|
20K
$1.5M
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.01K- 4.12% |
$68.3K - $84.3K
|
23.6K
$1.77M
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.07K- 92.8% |
$72.1K - $89K
|
83
$6.23K
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.12K- 5.68% |
$75.4K - $93.1K
|
18.6K
$1.39M
|
|
Feb 10, 2023
Q4 2022
|
Fosun International LTD
|
SELL
|
- |
-1.14K- 2.74% |
$76.9K - $94.9K
|
40.5K
$3.04M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.15K- 2.99% |
$77.4K - $95.6K
|
37.3K
$2.8M
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.16K- 0.63% |
$77.9K - $96.2K
|
182K
$13.7M
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.16K- 19.75% |
$78.2K - $96.5K
|
4.71K
$353K
|
|
Jan 31, 2023
Q4 2022
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.2K- 0.52% |
$80.9K - $99.9K
|
230K
$17.3M
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-1.21K- 17.06% |
$81.6K - $101K
|
5.88K
$441K
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.29K- 2.86% |
$86.8K - $107K
|
43.6K
$3.28M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.29K- 8.43% |
$86.8K - $107K
|
14K
$1.05M
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-1.32K- 0.91% |
$88.9K - $110K
|
143K
$10.7M
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.33K- 19.92% |
$89.4K - $110K
|
5.33K
$400K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.35K- 16.37% |
$90.8K - $112K
|
6.88K
$517K
|
|
Feb 07, 2023
Q4 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-1.35K- 6.84% |
$91K - $112K
|
18.4K
$1.38M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.35K- 4.22% |
$91.2K - $113K
|
30.7K
$2.3M
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-1.36K- 19.25% |
$91.4K - $113K
|
5.68K
$427K
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.38K- 0.49% |
$93.3K - $115K
|
283K
$21.2M
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-1.39K- 20.28% |
$93.9K - $116K
|
5.47K
$411K
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.39K- 1.27% |
$94K - $116K
|
109K
$8.15M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 25.21% |
$94.1K - $116K
|
4.14K
$311K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.44K- 3.05% |
$96.8K - $120K
|
45.6K
$3.42M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.45K- 9.22% |
$97.6K - $120K
|
14.2K
$1.07M
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.45K- 13.16% |
$97.8K - $121K
|
9.57K
$718K
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.48K- 11.43% |
$99.5K - $123K
|
11.4K
$857K
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.48K- 1.48% |
$99.9K - $123K
|
98.3K
$7.38M
|
|
Feb 08, 2023
Q4 2022
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.5K- 3.73% |
$101K - $125K
|
38.7K
$2.91M
|
|
Jan 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.56K- 6.18% |
$105K - $130K
|
23.7K
$1.78M
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.58K- 31.75% |
$106K - $131K
|
3.39K
$254K
|
|
Jan 31, 2023
Q4 2022
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.59K- 0.37% |
$107K - $132K
|
423K
$31.7M
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.59K- 4.21% |
$107K - $132K
|
36.1K
$2.71M
|
|
Feb 03, 2023
Q4 2022
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.62K- 5.81% |
$110K - $135K
|
26.3K
$1.98M
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.69K- 4.17% |
$114K - $141K
|
38.8K
$2.91M
|
|
Feb 14, 2023
Q4 2022
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.69K- 10.64% |
$114K - $141K
|
14.2K
$1.07M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.7K- 2.84% |
$114K - $141K
|
57.9K
$4.35M
|
|
Feb 09, 2023
Q4 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-1.7K- 1.34% |
$115K - $142K
|
125K
$9.41M
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.7K- 3.12% |
$115K - $142K
|
52.9K
$3.97M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.74K- 3.88% |
$118K - $145K
|
43.2K
$3.24M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-1.75K- 7.99% |
$118K - $145K
|
20.1K
$1.51M
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-1.77K- 1.15% |
$119K - $147K
|
151K
$11.4M
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.77K- 40.65% |
$119K - $147K
|
2.58K
$194K
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.77K- 5.93% |
$119K - $148K
|
28.1K
$2.11M
|