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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-101K- 30.4% |
$6.8M - $8.4M
|
231K
$17.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-104K- 12.93% |
$7.01M - $8.65M
|
700K
$52.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-105K- 54.53% |
$7.09M - $8.76M
|
87.7K
$6.58M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-110K- 5.49% |
$7.44M - $9.18M
|
1.9M
$142M
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-117K- 35.33% |
$7.92M - $9.78M
|
215K
$16.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-118K- 2.07% |
$7.93M - $9.79M
|
5.55M
$417M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-118K- 7.84% |
$7.98M - $9.85M
|
1.39M
$104M
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-120K- 5.13% |
$8.11M - $10M
|
2.23M
$167M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-121K- 61.35% |
$8.13M - $10M
|
76K
$5.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-121K- 79.81% |
$8.16M - $10.1M
|
30.6K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-129K- 22.57% |
$8.68M - $10.7M
|
441K
$33.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Hosking Partners LLP
|
SELL
|
- |
-136K- 19.15% |
$9.17M - $11.3M
|
574K
$43.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-150K- 18.38% |
$10.1M - $12.5M
|
666K
$50M
|
|
|
Feb 14, 2023
Q4 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-159K- 28.6% |
$10.7M - $13.2M
|
397K
$29.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-161K- 2.1% |
$10.9M - $13.4M
|
7.5M
$563M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-166K- 16.68% |
$11.2M - $13.8M
|
827K
$62.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-168K- 92.79% |
$11.3M - $14M
|
13.1K
$980K
|
|
|
Feb 01, 2023
Q4 2022
|
Australian Super Pty LTD
|
SELL
|
- |
-170K- 14.01% |
$11.4M - $14.1M
|
1.04M
$78.2M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-171K- 95.78% |
$11.6M - $14.3M
|
7.56K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-177K- 10.44% |
$11.9M - $14.7M
|
1.52M
$114M
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-185K- 12.93% |
$12.4M - $15.4M
|
1.24M
$93.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
SELL
|
- |
-195K- 34.68% |
$13.1M - $16.2M
|
366K
$27.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-206K- 40.2% |
$13.9M - $17.2M
|
307K
$23M
|
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-207K- 24.46% |
$14M - $17.3M
|
641K
$48.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-219K- 11.64% |
$14.8M - $18.2M
|
1.66M
$125M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-222K- 15.59% |
$15M - $18.5M
|
1.2M
$90.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-227K- 20.39% |
$15.3M - $18.9M
|
884K
$66.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-229K- 41.34% |
$15.4M - $19M
|
324K
$24.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-241K- 27.75% |
$16.3M - $20.1M
|
627K
$47.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-256K- 8.72% |
$17.3M - $21.3M
|
2.68M
$201M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-259K- 36.09% |
$17.5M - $21.6M
|
459K
$34.4M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-271K- 0.41% |
$18.3M - $22.6M
|
65.3M
$4.9B
|
|
|
Feb 13, 2023
Q4 2022
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-281K- 3.22% |
$18.9M - $23.4M
|
8.44M
$633M
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-297K- 25.34% |
$20M - $24.7M
|
875K
$65.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-301K- 2.82% |
$20.3M - $25.1M
|
10.4M
$780M
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-305K- 37.67% |
$20.6M - $25.4M
|
504K
$37.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-336K- 19.87% |
$22.6M - $27.9M
|
1.35M
$102M
|
|
|
Feb 14, 2023
Q4 2022
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-337K- 24.22% |
$22.7M - $28.1M
|
1.05M
$79.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-343K- 3.31% |
$23.1M - $28.5M
|
10M
$751M
|
|
|
Feb 14, 2023
Q4 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-359K- 80.35% |
$24.2M - $29.9M
|
87.8K
$6.59M
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-383K- 18.34% |
$25.8M - $31.9M
|
1.7M
$128M
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-414K- 5.6% |
$27.9M - $34.4M
|
6.97M
$523M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-427K- 14.86% |
$28.8M - $35.6M
|
2.45M
$184M
|
|
|
Feb 07, 2023
Q4 2022
|
Provident Trust CO
|
SELL
|
- |
-434K- 7.25% |
$29.3M - $36.2M
|
5.56M
$417M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-454K- 26.81% |
$30.6M - $37.8M
|
1.24M
$92.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
SELL
|
- |
-463K- 5.37% |
$31.2M - $38.6M
|
8.16M
$613M
|
|
|
Feb 10, 2023
Q4 2022
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-474K- 57.58% |
$31.9M - $39.4M
|
349K
$26.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-495K- 5.29% |
$33.4M - $41.3M
|
8.87M
$666M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-501K- 7.6% |
$33.8M - $41.7M
|
6.09M
$457M
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-516K- 71.81% |
$34.8M - $43M
|
203K
$15.2M
|