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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-3.1KClosed |
$186K - $260K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-3.1KClosed |
$186K - $260K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.1K- 19.73% |
$186K - $260K
|
12.6K
$1.03M
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.11KClosed |
$186K - $260K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-3.14K- 6.67% |
$188K - $263K
|
43.9K
$3.59M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.15KClosed |
$189K - $264K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Fosun International LTD
|
SELL
|
- |
-3.16K- 7.68% |
$190K - $265K
|
38K
$3.11M
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.17KClosed |
$190K - $266K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-3.18K- 7.2% |
$191K - $267K
|
41K
$3.35M
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3.2KClosed |
$192K - $268K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-3.25K- 56.81% |
$195K - $272K
|
2.47K
$202K
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.26K- 57.39% |
$196K - $273K
|
2.42K
$198K
|
|
Jul 28, 2022
Q2 2022
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-3.27K- 17.63% |
$196K - $274K
|
15.3K
$1.25M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.29KClosed |
$198K - $276K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-3.31K- 12.36% |
$199K - $278K
|
23.5K
$1.92M
|
|
Aug 01, 2022
Q2 2022
|
Oak Thistle LLC
|
SELL
|
- |
-3.34KClosed |
$200K - $280K
|
0
$0
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.34KClosed |
$201K - $280K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.37KClosed |
$202K - $283K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-3.38KClosed |
$203K - $284K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-3.38K- 0.47% |
$203K - $284K
|
715K
$58.5M
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.47K- 29.94% |
$208K - $291K
|
8.12K
$665K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.5K- 4.14% |
$210K - $293K
|
80.9K
$6.62M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.57K- 11.81% |
$214K - $299K
|
26.7K
$2.18M
|
|
Jul 28, 2022
Q2 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-3.65K- 2.36% |
$219K - $306K
|
151K
$12.3M
|
|
Aug 01, 2022
Q2 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.66K- 1.62% |
$219K - $306K
|
221K
$18.1M
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.69KClosed |
$221K - $309K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-3.7K- 29.22% |
$222K - $310K
|
8.96K
$733K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.7K- 40.74% |
$222K - $310K
|
5.39K
$441K
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.71K- 6.56% |
$223K - $311K
|
52.9K
$4.33M
|
|
Jul 19, 2022
Q2 2022
|
Jacobs & CO
|
SELL
|
- |
-3.84K- 2.56% |
$230K - $322K
|
146K
$12M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.86K- 4.73% |
$232K - $324K
|
77.8K
$6.36M
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.89K- 3.93% |
$233K - $326K
|
95.1K
$7.78M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-3.9K- 7.65% |
$234K - $327K
|
47.1K
$3.85M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.92K- 37.67% |
$235K - $328K
|
6.48K
$530K
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.02KClosed |
$241K - $337K
|
0
$0
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-4.02K- 50.98% |
$241K - $337K
|
3.87K
$316K
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-4.04K- 12.63% |
$242K - $339K
|
27.9K
$2.29M
|
|
Jul 21, 2022
Q2 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-4.1K- 4.69% |
$246K - $344K
|
83.3K
$6.81M
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-4.14K- 7.76% |
$248K - $347K
|
49.2K
$4.03M
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.18K- 23.29% |
$251K - $351K
|
13.8K
$1.13M
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-4.24KClosed |
$254K - $356K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-4.3K- 0.96% |
$258K - $360K
|
443K
$36.3M
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-4.35KClosed |
$261K - $364K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.4K- 90.28% |
$264K - $369K
|
474
$38.8K
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.41K- 31.91% |
$264K - $370K
|
9.4K
$769K
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-4.54K- 2.78% |
$272K - $380K
|
159K
$13M
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.61K- 15.38% |
$277K - $387K
|
25.4K
$2.08M
|
|
Aug 09, 2022
Q2 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-4.73KClosed |
$284K - $396K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-4.79KClosed |
$287K - $402K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
SELL
|
- |
-4.81K- 22.72% |
$289K - $403K
|
16.4K
$1.34M
|