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 15, 2022 Q2 2022
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-2.56K
Closed
$153K - $214K
0 $0
Jul 08, 2022 Q2 2022
Old Port Advisors

SELL
 -
-2.57K
Closed
$154K - $215K
0 $0
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

SELL
 -
-2.57K
- 4.23%
$154K - $215K
58.1K $4.75M
Jul 18, 2022 Q2 2022
South Shore Capital Advisors

SELL
 -
-2.57K
Closed
$154K - $215K
0 $0
Aug 10, 2022 Q2 2022
Qtron Investments LLC

Boston, MA
SELL
 -
-2.57K
Closed
$154K - $216K
0 $0
Aug 03, 2022 Q2 2022
Benin Management Corp

SELL
 -
-2.6K
Closed
$156K - $218K
0 $0
Jul 29, 2022 Q2 2022
Wealth Architects, LLC

SELL
 -
-2.61K
Closed
$157K - $219K
0 $0
Aug 09, 2022 Q2 2022
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-2.61K
Closed
$157K - $219K
0 $0
Aug 10, 2022 Q2 2022
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-2.63K
Closed
$158K - $221K
0 $0
Aug 15, 2022 Q2 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-2.63K
Closed
$158K - $221K
0 $0
Aug 09, 2022 Q2 2022
Broadleaf Partners, LLC

Hudson, OH
SELL
 -
-2.64K
Closed
$158K - $221K
0 $0
Aug 15, 2022 Q2 2022
Academy Capital Management Inc

Waco, TX
SELL
 -
-2.66K
Closed
$159K - $223K
0 $0
Aug 05, 2022 Q2 2022
Waypoint Wealth Partners Inc.

SELL
 -
-2.71K
Closed
$163K - $227K
0 $0
Jul 25, 2022 Q2 2022
Dt Investment Partners, LLC

SELL
 -
-2.72K
Closed
$163K - $228K
0 $0
Aug 15, 2022 Q2 2022
Teza Capital Management LLC

Chicago, IL
SELL
 -
-2.73K
- 22.15%
$164K - $229K
9.59K $785K
Aug 05, 2022 Q2 2022
Bank Pictet & Cie (Asia) LTD

SELL
 -
-2.74K
- 16.6%
$165K - $230K
13.8K $1.13M
Aug 02, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

SELL
 -
-2.75K
- 2.03%
$165K - $230K
132K $10.8M
Jul 22, 2022 Q2 2022
Dixon Hubard Feinour & Brown Inc

SELL
 -
-2.75K
- 40.71%
$165K - $230K
4K $327K
Jul 20, 2022 Q2 2022
Triasima Portfolio Management Inc.

SELL
 -
-2.75K
- 93.82%
$165K - $231K
181 $14.8K
Jul 18, 2022 Q2 2022
Farmers Trust CO

SELL
 -
-2.76K
Closed
$166K - $231K
0 $0
Jul 15, 2022 Q2 2022
Five Oceans Advisors

SELL
 -
-2.77K
Closed
$166K - $232K
0 $0
Aug 15, 2022 Q2 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
SELL
 -
-2.79K
Closed
$167K - $234K
0 $0
Aug 08, 2022 Q2 2022
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-2.79K
- 5.27%
$168K - $234K
50.2K $4.11M
Jul 06, 2022 Q2 2022
Centric Wealth Management

SELL
 -
-2.8K
Closed
$168K - $234K
0 $0
Aug 03, 2022 Q2 2022
Fagan Associates, Inc.

SELL
 -
-2.81K
Closed
$169K - $236K
0 $0
Aug 08, 2022 Q2 2022
Berger Financial Group, Inc

Plymouth, MN
SELL
 -
-2.83K
Closed
$170K - $237K
0 $0
Jul 15, 2022 Q2 2022
Perfromance Wealth Partners, LLC

SELL
 -
-2.83K
Closed
$170K - $238K
0 $0
Aug 04, 2022 Q2 2022
North Rock Partners, LLC

SELL
 -
-2.84K
Closed
$170K - $238K
0 $0
Aug 11, 2022 Q2 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-2.84K
Closed
$170K - $238K
0 $0
Aug 08, 2022 Q2 2022
Barings LLC

SELL
 -
-2.85K
- 36.23%
$171K - $239K
5.02K $411K
Aug 15, 2022 Q2 2022
Journey Strategic Wealth LLC

Summit, NJ
SELL
 -
-2.85K
Closed
$171K - $239K
0 $0
Aug 15, 2022 Q2 2022
L2 Asset Management, LLC

Wayland, MA
SELL
 -
-2.88K
Closed
$173K - $242K
0 $0
Aug 10, 2022 Q2 2022
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-2.89K
- 5.01%
$173K - $242K
54.8K $4.48M
Aug 04, 2022 Q2 2022
Nova Point Capital, LLC

SELL
 -
-2.9K
- 12.12%
$174K - $243K
21K $1.72M
Aug 15, 2022 Q2 2022
ETF Managers Group, LLC

Summit, NJ
SELL
 -
-2.92K
- 27.22%
$175K - $245K
7.81K $639K
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

SELL
 -
-2.93K
Closed
$175K - $245K
0 $0
Aug 16, 2022 Q2 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-2.93K
- 93.61%
$176K - $246K
200 $16.4K
Aug 15, 2022 Q2 2022
E Fund Management Co., Ltd.

Guangzhou, F4
SELL
 -
-2.93K
Closed
$176K - $246K
0 $0
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-2.96K
Closed
$177K - $248K
0 $0
Jul 19, 2022 Q2 2022
Good Life Advisors, LLC

SELL
 -
-2.97K
Closed
$178K - $249K
0 $0
Aug 12, 2022 Q2 2022
Private Advisory Group LLC

Redmond, WA
SELL
 -
-2.98K
Closed
$179K - $250K
0 $0
Jul 22, 2022 Q2 2022
Autus Asset Management, LLC

SELL
 -
-2.98K
Closed
$179K - $250K
0 $0
Aug 12, 2022 Q2 2022
Wimmer Associates 1, LLC

Pasadena, CA
SELL
 -
-3K
Closed
$180K - $251K
0 $0
Aug 09, 2022 Q2 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-3.02K
Closed
$181K - $253K
0 $0
Aug 15, 2022 Q2 2022
Silvercrest Asset Management Group LLC

New York, NY
SELL
 -
-3.02K
Closed
$181K - $254K
0 $0
Aug 11, 2022 Q2 2022
Covey Capital Advisors, LLC

Atlanta, GA
SELL
 -
-3.03K
- 6.08%
$182K - $254K
46.8K $3.83M
Jul 26, 2022 Q2 2022
Cypress Capital Group

SELL
 -
-3.07K
Closed
$184K - $257K
0 $0
Jul 20, 2022 Q2 2022
Northstar Asset Management LLC

SELL
 -
-3.09K
Closed
$185K - $259K
0 $0
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

SELL
 -
-3.1K
Closed
$186K - $259K
0 $0

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