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
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
6.17KNew |
$416K - $514K
|
6.17K
$463K
|
|
|
Feb 10, 2023
Q4 2022
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
6.03K+ 5.71% |
$407K - $502K
|
112K
$8.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.98K+ 63.11% |
$403K - $498K
|
15.5K
$1.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.86K+ 16.87% |
$395K - $488K
|
40.6K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
5.8KNew |
$391K - $483K
|
5.8K
$435K
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
5.76KNew |
$388K - $479K
|
5.76K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Srb Corp
Boston, MA |
BUY
|
- |
5.74KNew |
$387K - $478K
|
5.74K
$431K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.71KNew |
$385K - $476K
|
5.71K
$429K
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
5.71K+ 0.34% |
$385K - $475K
|
1.66M
$125M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5.7K+ 1.42% |
$384K - $474K
|
408K
$30.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Martin Capital Advisors, LLP
|
BUY
|
- |
5.66K+ 25.48% |
$382K - $472K
|
27.9K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.66K+ 1.3% |
$382K - $471K
|
440K
$33M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.64K+ 5.5% |
$380K - $469K
|
108K
$8.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.63K+ 10.56% |
$380K - $469K
|
59K
$4.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.57K+ 3.69% |
$375K - $463K
|
156K
$11.7M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.56KNew |
$375K - $463K
|
5.56K
$417K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.52K+ 13.27% |
$372K - $460K
|
47.1K
$3.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
5.5K+ 17.74% |
$371K - $458K
|
36.5K
$2.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
5.47KNew |
$369K - $455K
|
5.47K
$410K
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
5.43K+ 1.7% |
$366K - $452K
|
325K
$24.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.36KNew |
$361K - $446K
|
5.36K
$402K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
5.33KNew |
$360K - $444K
|
5.33K
$400K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.33K+ 62.61% |
$359K - $443K
|
13.8K
$1.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
5.31K+ 0.43% |
$358K - $442K
|
1.23M
$92.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
5.27K+ 8.39% |
$355K - $439K
|
68K
$5.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
5.2KNew |
$351K - $433K
|
5.2K
$390K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.16K+ 106.54% |
$348K - $430K
|
10K
$751K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.11KNew |
$345K - $426K
|
5.11K
$384K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.02K+ 7.9% |
$339K - $418K
|
68.6K
$5.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5KNew |
$337K - $416K
|
5K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
5K+ 0.43% |
$337K - $416K
|
1.16M
$87M
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
4.87KNew |
$328K - $405K
|
4.87K
$365K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.83K+ 1.66% |
$325K - $402K
|
295K
$22.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.81KNew |
$324K - $400K
|
4.81K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.74K+ 1.87% |
$320K - $395K
|
259K
$19.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.74K+ 36.84% |
$320K - $395K
|
17.6K
$1.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4.72K+ 17.12% |
$318K - $393K
|
32.3K
$2.42M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4.66K+ 4.86% |
$314K - $388K
|
100K
$7.54M
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
4.65KNew |
$313K - $387K
|
4.65K
$349K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.64K+ 1.08% |
$313K - $386K
|
432K
$32.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.63K+ 1.25% |
$312K - $385K
|
374K
$28.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.59KNew |
$309K - $382K
|
4.59K
$344K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
4.45K+ 10.67% |
$300K - $371K
|
46.1K
$3.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.42K+ 53.26% |
$298K - $368K
|
12.7K
$954K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.4K+ 9.18% |
$297K - $367K
|
52.3K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Presidio Capital LLC
San Francisco, CA |
BUY
|
- |
4.25K+ 1.17% |
$286K - $354K
|
368K
$27.6M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.22KNew |
$285K - $352K
|
4.22K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
4.19K+ 1.75% |
$282K - $349K
|
244K
$18.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.01KNew |
$270K - $334K
|
4.01K
$301K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
4KNew |
$270K - $333K
|
4K
$300K
|