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
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.77K- 0.71% |
$120K - $148K
|
249K
$18.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.78K- 6.22% |
$120K - $148K
|
26.9K
$2.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-1.83K- 17.6% |
$124K - $153K
|
8.59K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.84K- 1.53% |
$124K - $153K
|
118K
$8.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.85K- 3.02% |
$125K - $154K
|
59.4K
$4.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-1.86K- 4.75% |
$125K - $155K
|
37.3K
$2.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-2K- 20.0% |
$135K - $167K
|
8K
$600K
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-2.03K- 6.34% |
$137K - $169K
|
30K
$2.25M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.04K- 2.32% |
$138K - $170K
|
86.2K
$6.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-2.1K- 4.82% |
$142K - $175K
|
41.5K
$3.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.14K- 1.23% |
$144K - $178K
|
171K
$12.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.16K- 3.24% |
$146K - $180K
|
64.7K
$4.86M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-2.25K- 2.43% |
$152K - $188K
|
90.6K
$6.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.26K- 1.03% |
$153K - $188K
|
216K
$16.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.26K- 9.13% |
$153K - $189K
|
22.5K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-2.27K- 0.15% |
$153K - $189K
|
1.52M
$114M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.27K- 2.3% |
$153K - $189K
|
96.4K
$7.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.29K- 38.27% |
$155K - $191K
|
3.7K
$278K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.3K- 3.23% |
$155K - $191K
|
68.9K
$5.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.31K- 1.06% |
$156K - $193K
|
216K
$16.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.36K- 2.38% |
$159K - $197K
|
97.1K
$7.29M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.38K- 0.7% |
$160K - $198K
|
338K
$25.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-2.39K- 0.32% |
$161K - $199K
|
739K
$55.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
SELL
|
- |
-2.39K- 1.95% |
$161K - $199K
|
120K
$9.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-2.4K- 10.21% |
$162K - $200K
|
21.1K
$1.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.44K- 1.18% |
$165K - $203K
|
205K
$15.4M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-2.47K- 95.04% |
$167K - $206K
|
129
$9.68K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.48K- 3.7% |
$167K - $206K
|
64.4K
$4.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.48K- 1.82% |
$167K - $207K
|
134K
$10M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-2.5K- 0.92% |
$169K - $208K
|
270K
$20.3M
|
|
|
Jan 31, 2023
Q4 2022
|
F
|
SELL
|
- |
-2.55K- 7.6% |
$172K - $212K
|
31K
$2.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.58K- 17.36% |
$174K - $215K
|
12.3K
$923K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.6K- 2.93% |
$175K - $216K
|
86.1K
$6.46M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.6K- 2.93% |
$175K - $216K
|
86.1K
$6.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.64K- 26.12% |
$178K - $219K
|
7.45K
$559K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-2.75K- 10.54% |
$185K - $229K
|
23.3K
$1.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.84K- 2.47% |
$192K - $237K
|
112K
$8.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.86K- 30.44% |
$193K - $238K
|
6.54K
$491K
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 49.72% |
$202K - $249K
|
3.03K
$227K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-3K- 2.4% |
$202K - $250K
|
122K
$9.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.07K- 28.29% |
$207K - $256K
|
7.79K
$585K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.19K- 17.2% |
$215K - $266K
|
15.4K
$1.15M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.22K- 0.51% |
$217K - $268K
|
627K
$47.1M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-3.24K- 9.16% |
$218K - $270K
|
32.1K
$2.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.26K- 54.18% |
$220K - $272K
|
2.76K
$207K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.29K- 98.89% |
$222K - $274K
|
37
$2.78K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-3.31K- 2.56% |
$223K - $276K
|
126K
$9.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-3.46K- 30.08% |
$234K - $288K
|
8.05K
$604K
|
|
|
Feb 14, 2023
Q4 2022
|
Hudson Way Capital Management LLC
Dallas, TX |
SELL
|
- |
-3.55K- 1.37% |
$239K - $295K
|
256K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.57K- 12.95% |
$240K - $297K
|
24K
$1.8M
|