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
Aug 10, 2022 Q2 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-1.62K
- 8.91%
$97.1K - $136K
16.6K $1.35M
Aug 15, 2022 Q2 2022
Centiva Capital, LP

New York, NY
SELL
 -
-1.67K
- 30.58%
$99.9K - $140K
3.78K $309K
Aug 08, 2022 Q2 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-1.72K
- 17.05%
$103K - $144K
8.38K $686K
Oct 12, 2023 Q2 2022
Narus Financial Partners, LLC

Salt Lake City, UT
SELL
 -
-1.74K
- 33.77%
$104K - $145K
3.4K $278K
Aug 08, 2022 Q2 2022
Banque Pictet & Cie Sa

SELL
 -
-1.79K
- 1.73%
$107K - $150K
102K $8.31M
Jul 21, 2022 Q2 2022
Wedbush Securities Inc

SELL
 -
-1.82K
- 13.43%
$109K - $153K
11.7K $960K
Jul 14, 2022 Q2 2022
Arkadios Wealth Advisors

SELL
 -
-1.85K
- 20.16%
$111K - $155K
7.32K $599K
Aug 08, 2022 Q2 2022
Simon Quick Advisors, LLC

SELL
 -
-1.86K
Closed
$111K - $156K
0 $0
Jul 08, 2022 Q2 2022
Nu Wave Investment Management, LLC

SELL
 -
-1.92K
- 54.17%
$115K - $161K
1.62K $133K
Aug 03, 2022 Q2 2022
Signet Investment Advisory Group, Inc.

SELL
 -
-1.94K
- 9.63%
$116K - $163K
18.2K $1.49M
Mar 30, 2023 Q2 2022
Metropolitan Life Insurance CO

New York, NY
SELL
 -
-1.95K
- 2.15%
$117K - $163K
88.7K $7.26M
Jul 28, 2022 Q2 2022
Alphinity Investment Management Pty LTD

SELL
 -
-1.97K
- 27.53%
$118K - $165K
5.19K $425K
Aug 02, 2022 Q2 2022
Sentry Investment Management LLC

SELL
 -
-1.98K
- 16.3%
$118K - $166K
10.1K $830K
Aug 12, 2022 Q2 2022
Royal London Asset Management LTD

United Kingdom, X0
SELL
 -
-1.98K
- 0.23%
$118K - $166K
849K $69.5M
Aug 11, 2022 Q2 2022
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-2.08K
- 4.36%
$125K - $175K
45.7K $3.74M
Aug 11, 2022 Q2 2022
Herbst Group, LLC

Westport, CT
SELL
 -
-2.1K
- 6.57%
$126K - $176K
29.9K $2.44M
Jul 25, 2022 Q2 2022
Private Ocean, LLC

SELL
 -
-2.16K
- 17.59%
$130K - $181K
10.1K $829K
Jul 19, 2022 Q2 2022
Eagle Ridge Investment Management

SELL
 -
-2.17K
- 0.59%
$130K - $182K
364K $29.8M
Aug 10, 2022 Q2 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-2.18K
Closed
$131K - $182K
0 $0
Jul 18, 2022 Q2 2022
Ellevest, Inc.

SELL
 -
-2.33K
- 33.94%
$140K - $196K
4.54K $372K
Aug 04, 2022 Q2 2022
Citizens & Northern Corp

SELL
 -
-2.38K
Closed
$143K - $199K
0 $0
Jul 11, 2022 Q2 2022
Procyon Advisors, LLC

SELL
 -
-2.38K
Closed
$143K - $199K
0 $0
Aug 15, 2022 Q2 2022
Kolinsky Wealth Management, LLC

Ramsey, NJ
SELL
 -
-2.38K
Closed
$143K - $199K
0 $0
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

SELL
 -
-2.39K
Closed
$143K - $200K
0 $0
Aug 12, 2022 Q2 2022
Fiduciary Group LLC

Savannah, GA
SELL
 -
-2.39K
- 3.83%
$143K - $200K
60K $4.91M
Aug 12, 2022 Q2 2022
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-2.4K
- 9.59%
$144K - $201K
22.6K $1.85M
Aug 01, 2022 Q2 2022
Morling Financial Advisors, LLC

SELL
 -
-2.4K
Closed
$144K - $201K
0 $0
Aug 04, 2022 Q2 2022
Brr Op Co, LLC

SELL
 -
-2.4K
Closed
$144K - $201K
0 $0
Jul 20, 2022 Q2 2022
Delta Investment Management, LLC

SELL
 -
-2.41K
Closed
$144K - $202K
0 $0
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-2.42K
Closed
$145K - $202K
0 $0
Jul 27, 2022 Q2 2022
Clear Creek Financial Management, LLC

SELL
 -
-2.43K
Closed
$146K - $204K
0 $0
Aug 05, 2022 Q2 2022
Bridgewater Advisors Inc.

SELL
 -
-2.43K
Closed
$146K - $204K
0 $0
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

SELL
 -
-2.43K
Closed
$146K - $204K
0 $0
Aug 11, 2022 Q2 2022
Alpha Dna Investment Management LLC

Columbia, MD
SELL
 -
-2.45K
Closed
$147K - $205K
0 $0
Jul 18, 2022 Q2 2022
Weatherly Asset Management L. P.

SELL
 -
-2.46K
Closed
$148K - $206K
0 $0
Aug 15, 2022 Q2 2022
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-2.46K
- 1.54%
$148K - $206K
157K $12.9M
Aug 15, 2022 Q2 2022
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-2.47K
Closed
$148K - $207K
0 $0
Jul 29, 2022 Q2 2022
Grove Bank & Trust

SELL
 -
-2.47K
- 19.16%
$148K - $207K
10.4K $853K
Jul 11, 2022 Q2 2022
Brookstone Capital Management

SELL
 -
-2.48K
Closed
$149K - $208K
0 $0
Jul 27, 2022 Q2 2022
Garrett Wealth Advisory Group, LLC

SELL
 -
-2.48K
Closed
$149K - $208K
0 $0
Aug 12, 2022 Q2 2022
Agf Investments Inc.

Toronto, A6
SELL
 -
-2.48K
- 0.31%
$149K - $208K
794K $65M
Aug 15, 2022 Q2 2022
Greenline Partners, LLC

New York, NY
SELL
 -
-2.5K
Closed
$150K - $209K
0 $0
Aug 08, 2022 Q2 2022
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-2.5K
Closed
$150K - $210K
0 $0
Aug 01, 2022 Q2 2022
Chapman Investment Management, LLC

SELL
 -
-2.51K
- 2.91%
$150K - $210K
83.6K $6.84M
Jul 20, 2022 Q2 2022
Harbour Capital Advisors, LLC

SELL
 -
-2.51K
- 9.85%
$151K - $210K
23K $1.88M
Aug 12, 2022 Q2 2022
Paragon Financial Partners, Inc.

Woodland Hills, CA
SELL
 -
-2.53K
Closed
$152K - $212K
0 $0
Aug 11, 2022 Q2 2022
Cable Hill Partners, LLC

Portland, OR
SELL
 -
-2.53K
Closed
$152K - $212K
0 $0
Aug 08, 2022 Q2 2022
Sfmg, LLC

SELL
 -
-2.53K
Closed
$152K - $212K
0 $0
Aug 02, 2022 Q2 2022
Steel Peak Wealth Management LLC

SELL
 -
-2.54K
Closed
$153K - $213K
0 $0

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