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
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
80.9K+ 17.08% |
$5.45M - $6.73M
|
554K
$41.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
80.8K+ 356.82% |
$5.45M - $6.73M
|
104K
$7.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
80.8KNew |
$5.45M - $6.73M
|
80.8K
$6.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Hst Ventures, LLC
|
BUY
|
- |
80.7K+ 155.58% |
$5.44M - $6.72M
|
133K
$9.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
77K+ 81.58% |
$5.19M - $6.41M
|
171K
$12.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
76.8K+ 0.64% |
$5.18M - $6.4M
|
12.2M
$914M
|
|
|
Feb 13, 2023
Q4 2022
|
Manchester Global Management (Uk) LTD
London, X0 |
BUY
|
- |
75.9KNew |
$5.12M - $6.32M
|
75.9K
$5.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
74.6K+ 2.43% |
$5.03M - $6.21M
|
3.14M
$236M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
73.1K+ 445.88% |
$4.93M - $6.09M
|
89.5K
$6.72M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
72.8K+ 99.83% |
$4.91M - $6.06M
|
146K
$10.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
72.2K+ 4.35% |
$4.87M - $6.02M
|
1.73M
$130M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.7K+ 28.36% |
$4.83M - $5.97M
|
324K
$24.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
70.5KNew |
$4.75M - $5.87M
|
70.5K
$5.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
70.4K+ 111.09% |
$4.75M - $5.86M
|
134K
$10M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
70.1K+ 331.82% |
$4.73M - $5.84M
|
91.2K
$6.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
69.8K+ 136.01% |
$4.71M - $5.81M
|
121K
$9.09M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
68.9KNew |
$4.65M - $5.74M
|
68.9K
$5.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
68.6KNew |
$4.63M - $5.71M
|
68.6K
$5.15M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
68.6KNew |
$4.63M - $5.71M
|
68.6K
$5.15M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
68.4KNew |
$4.61M - $5.69M
|
68.4K
$5.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.1K+ 40.77% |
$4.32M - $5.34M
|
221K
$16.6M
|
|
|
May 15, 2023
Q4 2022
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
63.4KNew |
$4.28M - $5.28M
|
63.4K
$4.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
63K+ 12.01% |
$4.25M - $5.24M
|
587K
$44.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
62.9KNew |
$4.24M - $5.24M
|
62.9K
$4.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
61.8K+ 11.22% |
$4.17M - $5.14M
|
613K
$46M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
61.3K+ 0.39% |
$4.13M - $5.1M
|
15.8M
$1.18B
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59.9K+ 33.49% |
$4.04M - $4.99M
|
239K
$17.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
58.9K+ 14.82% |
$3.97M - $4.91M
|
456K
$34.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Reliant Investment Management, LLC
|
BUY
|
- |
57.3KNew |
$3.86M - $4.77M
|
57.3K
$4.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
57.1K+ 1514.62% |
$3.85M - $4.75M
|
60.9K
$4.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
56.5K+ 226.0% |
$3.81M - $4.71M
|
81.5K
$6.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
56.2K+ 2.51% |
$3.79M - $4.68M
|
2.3M
$173M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
55.9K+ 142.81% |
$3.77M - $4.65M
|
95K
$7.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
55.6K+ 1268.41% |
$3.75M - $4.63M
|
60K
$4.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
55.5KNew |
$3.74M - $4.62M
|
55.5K
$4.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
53.6KNew |
$3.61M - $4.46M
|
53.6K
$4.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
52.1K+ 54.7% |
$3.51M - $4.33M
|
147K
$11.1M
|
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
52.1K+ 54.7% |
$3.51M - $4.33M
|
147K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
49.8K+ 21.85% |
$3.36M - $4.15M
|
278K
$20.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
49.4K+ 361.29% |
$3.33M - $4.11M
|
63.1K
$4.73M
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
48.4KNew |
$3.26M - $4.03M
|
48.4K
$3.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
46.8K+ 15.63% |
$3.15M - $3.89M
|
346K
$26M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
46.1K+ 4.14% |
$3.11M - $3.83M
|
1.16M
$87M
|
|
|
Feb 14, 2023
Q4 2022
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
45.5KNew |
$3.07M - $3.79M
|
45.5K
$3.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
45.5K+ 118.8% |
$3.07M - $3.79M
|
83.8K
$6.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
45K+ 450.0% |
$3.03M - $3.75M
|
55K
$4.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
42.4K+ 4.1% |
$2.86M - $3.53M
|
1.08M
$80.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
42.2KNew |
$2.85M - $3.51M
|
42.2K
$3.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
41.6KNew |
$2.81M - $3.46M
|
41.6K
$3.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
38.7KNew |
$2.61M - $3.22M
|
38.7K
$2.91M
|