Purchases and Sales Made in Q2 2022 in Schwab Charles Corp New Dp Shs (SCHWPRD)
This table provides information about the institutional ownership of Schwab Charles Corp New Dp Shs (SCHWPRD) during Q2 2022. The information is specifically focused on institutions that hold shares of SCHWAB CHARLES CORP NEW DP SHS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
20KNew |
N/A
|
20K
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
10+ 0.05% |
N/A
|
21K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.85K- 24.66% |
N/A
|
8.71K
$0
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.85K- 24.66% |
N/A
|
8.71K
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-8.74K- 19.91% |
N/A
|
35.2K
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-12.1KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-20.6K- 6.38% |
N/A
|
303K
$0
|