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 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
19.7K+ 18.8% |
$1.33M - $1.64M
|
124K
$9.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
19.3K+ 11.31% |
$1.3M - $1.6M
|
190K
$15.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
19K+ 1.7% |
$1.28M - $1.58M
|
1.14M
$91.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
18.8K+ 55.78% |
$1.27M - $1.57M
|
52.6K
$4.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 4.53% |
$1.27M - $1.57M
|
434K
$34.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
18.7K+ 30.34% |
$1.26M - $1.56M
|
80.5K
$6.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
18.7K+ 62.64% |
$1.26M - $1.55M
|
48.5K
$3.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
18.5K+ 10.52% |
$1.25M - $1.54M
|
195K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
18.3K+ 4537.13% |
$1.24M - $1.53M
|
18.7K
$1.51M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
17.9K+ 26.22% |
$1.21M - $1.49M
|
86.1K
$6.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
17.9K+ 0.39% |
$1.2M - $1.49M
|
4.54M
$365M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
17.6K+ 140.25% |
$1.19M - $1.47M
|
30.1K
$2.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
17.3KNew |
$1.17M - $1.44M
|
17.3K
$1.4M
|
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
17.2KNew |
$1.16M - $1.43M
|
17.2K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
16.7K+ 16.12% |
$1.12M - $1.39M
|
120K
$9.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
16.2K+ 3.04% |
$1.09M - $1.34M
|
548K
$44.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
BUY
|
- |
15.1K+ 32.83% |
$1.02M - $1.25M
|
60.9K
$4.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.8KNew |
$996K - $1.23M
|
14.8K
$1.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14.7KNew |
$991K - $1.22M
|
14.7K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
14.5KNew |
$978K - $1.21M
|
14.5K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
14.5KNew |
$975K - $1.2M
|
14.5K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
14.3K+ 1.16% |
$964K - $1.19M
|
1.24M
$100M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.1K+ 11.99% |
$951K - $1.17M
|
132K
$10.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
14K+ 2.12% |
$945K - $1.17M
|
676K
$54.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
13.8KNew |
$931K - $1.15M
|
13.8K
$1.11M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
13.6K+ 7.53% |
$914K - $1.13M
|
194K
$15.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
12.9K+ 30.18% |
$872K - $1.08M
|
55.8K
$4.49M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.5K+ 5.24% |
$843K - $1.04M
|
251K
$20.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
12.4KNew |
$836K - $1.03M
|
12.4K
$997K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
12.3KNew |
$829K - $1.02M
|
12.3K
$989K
|
|
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
12.1K+ 2.1% |
$816K - $1.01M
|
588K
$47.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
12K+ 263.79% |
$809K - $999K
|
16.5K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
11.6K+ 26.25% |
$779K - $962K
|
55.6K
$4.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.4KNew |
$768K - $948K
|
11.4K
$916K
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
11.3K+ 126.69% |
$765K - $944K
|
20.3K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
11.2K+ 76.45% |
$755K - $933K
|
25.9K
$2.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
11.1KNew |
$746K - $921K
|
11.1K
$890K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
11K+ 1.61% |
$745K - $920K
|
699K
$56.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11K+ 38.05% |
$741K - $915K
|
39.9K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10.9K+ 213.62% |
$737K - $910K
|
16K
$1.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.9K+ 2.59% |
$732K - $904K
|
431K
$34.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
10.8K+ 3.48% |
$726K - $897K
|
320K
$25.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
10.4K+ 30.27% |
$701K - $865K
|
44.7K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.3K+ 61.23% |
$694K - $856K
|
27.1K
$2.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.95K+ 15.57% |
$671K - $829K
|
73.9K
$5.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
9.81K+ 10.45% |
$662K - $817K
|
104K
$8.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.79K+ 2.93% |
$660K - $815K
|
344K
$27.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
9.73K+ 60831.25% |
$656K - $810K
|
9.75K
$784K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
9.71KNew |
$655K - $808K
|
9.71K
$781K
|
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
BUY
|
- |
9.52K+ 50.76% |
$642K - $792K
|
28.3K
$2.27M
|