Purchases and Sales Made in Q2 2022 in Schwab Charles Corp (SCHW)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
1.62K+ 6.07% |
$97.1K - $136K
|
28.3K
$2.33M
|
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
1.56K+ 5.85% |
$93.6K - $131K
|
28.2K
$2.33M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.55K+ 29.83% |
$93K - $130K
|
6.75K
$557K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.51K+ 13.47% |
$90.6K - $127K
|
12.7K
$1.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.5K+ 7.78% |
$89.9K - $126K
|
20.8K
$1.71M
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.5K+ 22.17% |
$89.8K - $125K
|
8.25K
$681K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
1.49K+ 5726.92% |
$89.3K - $125K
|
1.52K
$125K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 10.88% |
$89.3K - $125K
|
15.2K
$1.25M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.47K+ 18.73% |
$88.4K - $124K
|
9.34K
$771K
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.43K+ 50.09% |
$85.8K - $120K
|
4.29K
$354K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
1.43K+ 1.59% |
$85.8K - $120K
|
91.3K
$7.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.42K+ 215.5% |
$85.1K - $119K
|
2.08K
$171K
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.42K+ 0.65% |
$84.9K - $119K
|
219K
$18M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.41K+ 10.62% |
$84.5K - $118K
|
14.7K
$1.21M
|
|
|
Jul 21, 2022
Q2 2022
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.35K+ 0.66% |
$81K - $113K
|
206K
$17M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
1.35K+ 0.74% |
$80.8K - $113K
|
184K
$15.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.33K+ 0.69% |
$79.9K - $112K
|
195K
$16.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
1.31K+ 3.64% |
$78.6K - $110K
|
37.3K
$3.08M
|
|
|
Jul 19, 2022
Q2 2022
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
1.3K+ 0.59% |
$78K - $109K
|
221K
$18.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.3K+ 1.54% |
$77.7K - $109K
|
85.4K
$7.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.29K+ 1.77% |
$77.2K - $108K
|
74.1K
$6.11M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.28K+ 1.89% |
$76.7K - $107K
|
69.1K
$5.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.27K+ 6.73% |
$76.4K - $107K
|
20.2K
$1.67M
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.23K+ 12.98% |
$73.5K - $103K
|
10.7K
$880K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 72.4% |
$73.2K - $102K
|
2.91K
$240K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.22K+ 7.48% |
$73.1K - $102K
|
17.5K
$1.45M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.22K+ 24.07% |
$72.9K - $102K
|
6.26K
$517K
|
|
|
Aug 10, 2022
Q2 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.22K+ 7.72% |
$72.9K - $102K
|
17K
$1.4M
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
BUY
|
- |
1.2K+ 10.58% |
$72K - $101K
|
12.5K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.19K+ 6.87% |
$71.1K - $99.4K
|
18.4K
$1.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.17K+ 3.61% |
$69.9K - $97.7K
|
33.4K
$2.76M
|
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1.16K+ 36.28% |
$69.3K - $96.9K
|
4.34K
$358K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.16K+ 8.14% |
$69.3K - $96.9K
|
15.4K
$1.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
BUY
|
- |
1.14KNew |
$68.1K - $95.1K
|
1.14K
$93.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.13K+ 1.65% |
$67.9K - $94.9K
|
69.9K
$5.77M
|
|
|
Jul 29, 2022
Q2 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
1.13K+ 14.33% |
$67.8K - $94.7K
|
9.02K
$744K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
1.13K+ 35.14% |
$67.5K - $94.4K
|
4.33K
$357K
|
|
|
Aug 05, 2022
Q2 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.12K+ 3.26% |
$67.1K - $93.7K
|
35.5K
$2.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.11KNew |
$66.7K - $93.2K
|
1.11K
$91.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.08K+ 22.93% |
$64.8K - $90.5K
|
5.79K
$478K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.07K+ 0.57% |
$64.1K - $89.6K
|
187K
$15.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
1.06K+ 34.97% |
$63.7K - $89K
|
4.1K
$338K
|
|
|
Aug 09, 2022
Q2 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
1.06K+ 34.97% |
$63.7K - $89K
|
4.1K
$338K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 8.07% |
$63.2K - $88.4K
|
14.1K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.01K+ 14.68% |
$60.8K - $84.9K
|
7.91K
$653K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.01K+ 9.88% |
$60.7K - $84.8K
|
11.3K
$929K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
966+ 1400.0% |
$58K - $81K
|
1.04K
$85.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
947+ 14.7% |
$56.8K - $79.4K
|
7.39K
$610K
|
|
|
Aug 22, 2022
Q2 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
919+ 13.28% |
$55.1K - $77K
|
7.84K
$647K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
912+ 9.98% |
$54.7K - $76.5K
|
10K
$829K
|