Purchases and Sales Made in Q2 2022 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q2 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
Jul 12, 2022 Q2 2022
Transcend Capital Advisors, LLC

BUY
 -
419
+ 7.15%
$25.1K - $35.1K
6.28K $505K
Aug 08, 2022 Q2 2022
Jones Financial Companies Lllp

BUY
 -
419
New
$25.1K - $35.1K
419 $33.7K
Aug 05, 2022 Q2 2022
Jacobi Capital Management LLC

BUY
 -
416
+ 13.06%
$25K - $34.9K
3.6K $290K
Jul 26, 2022 Q2 2022
Nbt Bank N A

BUY
 -
412
+ 6.44%
$24.7K - $34.5K
6.81K $548K
Aug 09, 2022 Q2 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
406
+ 14.26%
$24.4K - $34K
3.25K $262K
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
405
+ 6.6%
$24.3K - $34K
6.54K $526K
Jul 20, 2022 Q2 2022
Inverness Counsel LLC

BUY
 -
400
+ 4.29%
$24K - $33.5K
9.71K $781K
Aug 02, 2022 Q2 2022
Chatham Capital Group, Inc.

BUY
 -
397
+ 9.97%
$23.8K - $33.3K
4.38K $352K
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

BUY
 -
394
+ 5.61%
$23.6K - $33K
7.42K $597K
Aug 02, 2022 Q2 2022
Asahi Life Asset Management Co., Ltd.

BUY
 -
380
+ 5.23%
$22.8K - $31.9K
7.65K $615K
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
376
+ 0.73%
$22.6K - $31.5K
51.9K $4.18M
Jul 08, 2022 Q2 2022
Perkins Coie Trust CO

BUY
 -
368
+ 0.55%
$22.1K - $30.8K
67.2K $5.41M
Jul 28, 2022 Q2 2022
Professional Financial Advisors, LLC

BUY
 -
365
+ 2.8%
$21.9K - $30.6K
13.4K $1.08M
Jul 12, 2022 Q2 2022
Gpm Growth Investors, Inc.

BUY
 -
360
+ 0.33%
$21.6K - $30.2K
110K $8.83M
Jul 21, 2022 Q2 2022
Hexagon Capital Partners LLC

BUY
 -
356
+ 43.95%
$21.4K - $29.8K
1.17K $93.8K
Aug 15, 2022 Q2 2022
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
354
+ 1.06%
$21.2K - $29.7K
33.7K $2.71M
Jul 18, 2022 Q2 2022
Veriti Management LLC

BUY
 -
351
+ 1.67%
$21.1K - $29.4K
21.3K $1.71M
Aug 11, 2022 Q2 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
351
+ 5.07%
$21.1K - $29.4K
7.27K $585K
Aug 15, 2022 Q2 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
347
+ 2.01%
$20.8K - $29.1K
17.6K $1.42M
Aug 08, 2022 Q2 2022
Keybank National Association

BUY
 -
340
+ 0.82%
$20.4K - $28.5K
42K $3.38M
Aug 12, 2022 Q2 2022
Makena Capital Management LLC

Menlo Park, CA
BUY
 -
340
+ 0.28%
$20.4K - $28.5K
121K $9.75M
Jul 15, 2022 Q2 2022
Rosenberg Matthew Hamilton

BUY
 -
335
+ 5.95%
$20.1K - $28.1K
5.97K $480K
Aug 19, 2022 Q2 2022
Eagle Bay Advisors LLC

New York, NY
BUY
 -
333
New
$20K - $27.9K
333 $26.8K
Aug 09, 2022 Q2 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
330
+ 0.82%
$19.8K - $27.7K
40.7K $3.27M
Aug 01, 2022 Q2 2022
Lindbrook Capital, LLC

BUY
 -
328
+ 13.64%
$19.7K - $27.5K
2.73K $220K
Aug 01, 2022 Q2 2022
Osborne Partners Capital Management, LLC

BUY
 -
323
+ 3.0%
$19.4K - $27.1K
11.1K $892K
Aug 02, 2022 Q2 2022
Lincoln National Corp

BUY
 -
323
+ 6.52%
$19.4K - $27.1K
5.28K $424K
Jul 27, 2022 Q2 2022
V Wealth Advisors LLC

BUY
 -
322
+ 7.41%
$19.3K - $27K
4.67K $375K
Aug 12, 2022 Q2 2022
Pitcairn CO

Jenkintown, PA
BUY
 -
321
+ 3.46%
$19.3K - $26.9K
9.6K $772K
Aug 04, 2022 Q2 2022
Beaumont Financial Partners, LLC

BUY
 -
310
+ 9.21%
$18.6K - $26K
3.68K $296K
Aug 05, 2022 Q2 2022
Deseret Mutual Benefit Administrators

BUY
 -
306
+ 16.67%
$18.4K - $25.7K
2.14K $172K
Jul 28, 2022 Q2 2022
Greatmark Investment Partners, Inc.

BUY
 -
300
+ 2.68%
$18K - $25.1K
11.5K $923K
Aug 05, 2022 Q2 2022
Beta Wealth Group, Inc.

BUY
 -
300
+ 9.38%
$18K - $25.1K
3.5K $282K
Jul 14, 2022 Q2 2022
Krilogy Financial LLC

BUY
 -
293
+ 2.03%
$17.6K - $24.6K
14.7K $1.18M
Aug 09, 2022 Q2 2022
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
293
+ 5.5%
$17.6K - $24.6K
5.62K $452K
Aug 11, 2022 Q2 2022
Madison Wealth Management

Cincinnati, OH
BUY
 -
291
+ 0.26%
$17.5K - $24.4K
111K $8.93M
Aug 15, 2022 Q2 2022
Bsw Wealth Partners

Boulder, CO
BUY
 -
289
+ 4.42%
$17.3K - $24.2K
6.83K $550K
Aug 03, 2022 Q2 2022
Gs Investments, Inc.

BUY
 -
283
+ 0.55%
$17K - $23.7K
51.5K $4.14M
Jul 27, 2022 Q2 2022
Cypress Wealth Services, LLC

BUY
 -
271
+ 6.03%
$16.3K - $22.7K
4.76K $383K
Aug 04, 2022 Q2 2022
Clifford Swan Investment Counsel LLC

BUY
 -
270
+ 1.32%
$16.2K - $22.6K
20.7K $1.66M
Aug 02, 2023 Q2 2022
Hudson Canyon Capital Management

New York, NY
BUY
 -
270
+ 1.0%
$16.2K - $22.6K
27.3K $2.19M
Aug 02, 2022 Q2 2022
Bartlett & Co. LLC

BUY
 -
264
+ 0.84%
$15.8K - $22.1K
31.7K $2.55M
Feb 14, 2024 Q2 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
264
+ 0.84%
$15.8K - $22.1K
31.7K $2.55M
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
261
New
$15.7K - $21.9K
261 $21K
Jul 15, 2022 Q2 2022
Pds Planning, Inc

BUY
 -
260
+ 7.93%
$15.6K - $21.8K
3.54K $285K
Sep 06, 2024 Q2 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
257
+ 1.86%
$15.4K - $21.5K
14K $1.13M
Aug 11, 2022 Q2 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
255
+ 0.81%
$15.3K - $21.4K
31.6K $2.54M
Jul 18, 2022 Q2 2022
Avantax Planning Partners, Inc.

BUY
 -
254
+ 6.88%
$15.2K - $21.3K
3.95K $317K
Jul 15, 2022 Q2 2022
Wolff Wiese Magana LLC

BUY
 -
252
+ 2520.0%
$15.1K - $21.1K
262 $21.1K

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