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
Jul 15, 2022 Q2 2022
Marquette Asset Management, LLC

SELL
 -
-4.84K
- 99.81%
$290K - $406K
9 $736
Aug 15, 2022 Q2 2022
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
SELL
 -
-4.9K
- 16.47%
$294K - $410K
24.8K $2.03M
Jul 27, 2022 Q2 2022
Nelson Capital Management, LLC

SELL
 -
-5.04K
- 4.67%
$302K - $423K
103K $8.41M
Jul 12, 2022 Q2 2022
Minot Wealth Management LLC

SELL
 -
-5.1K
Closed
$306K - $428K
0 $0
Jul 28, 2022 Q2 2022
Latitude Advisors, LLC

SELL
 -
-5.14K
- 47.2%
$308K - $431K
5.75K $470K
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
SELL
 -
-5.26K
Closed
$315K - $441K
0 $0
Jul 13, 2022 Q2 2022
Clarus Wealth Advisors

SELL
 -
-5.37K
Closed
$322K - $450K
0 $0
Jul 29, 2022 Q2 2022
Tria Gen Wealth Management LLC

SELL
 -
-5.59K
Closed
$335K - $468K
0 $0
Aug 15, 2022 Q2 2022
Aquatic Capital Management LLC

Chicago, IL
SELL
 -
-5.6K
- 50.0%
$336K - $469K
5.6K $458K
Aug 12, 2022 Q2 2022
Prudential PLC

London, England, X0
SELL
 -
-5.63K
- 20.18%
$338K - $472K
22.3K $1.82M
Jul 22, 2022 Q2 2022
Parametrica Management LTD

SELL
 -
-5.67K
Closed
$340K - $476K
0 $0
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

SELL
 -
-5.69K
- 9.77%
$342K - $477K
52.6K $4.3M
Aug 11, 2022 Q2 2022
Q Pula Trading Management LP

New York, NY
SELL
 -
-5.7K
Closed
$342K - $478K
0 $0
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
SELL
 -
-5.76K
- 20.54%
$346K - $483K
22.3K $1.82M
Aug 11, 2022 Q2 2022
Stevens Capital Management LP

Radnor, PA
SELL
 -
-5.78K
Closed
$347K - $484K
0 $0
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-6.04K
- 27.41%
$363K - $507K
16K $1.31M
Apr 19, 2024 Q2 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-6.06K
- 38.2%
$363K - $508K
9.79K $801K
Aug 11, 2022 Q2 2022
Capitolis Advisors LLC

New York, NY
SELL
 -
-6.16K
- 17.03%
$369K - $516K
30K $2.45M
Aug 15, 2022 Q2 2022
River Park Advisors, LLC

New York, NY
SELL
 -
-6.24K
- 20.47%
$374K - $523K
24.2K $1.98M
Jul 20, 2022 Q2 2022
Cumberland Advisors Inc

SELL
 -
-6.25K
- 9.85%
$375K - $524K
57.1K $4.68M
Jul 18, 2022 Q2 2022
Veracity Capital LLC

SELL
 -
-6.26K
Closed
$375K - $524K
0 $0
Aug 09, 2022 Q2 2022
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-6.39K
- 63.61%
$384K - $536K
3.66K $299K
Aug 10, 2022 Q2 2022
Achmea Investment Management B.V.

SELL
 -
-6.42K
- 8.46%
$385K - $538K
69.5K $5.69M
Aug 12, 2022 Q2 2022
Cipher Capital LP

New York, NY
SELL
 -
-6.52K
Closed
$391K - $546K
0 $0
Aug 15, 2022 Q2 2022
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-6.55K
- 98.29%
$393K - $549K
114 $9.33K
Jul 13, 2022 Q2 2022
Allworth Financial LP

SELL
 -
-6.62K
- 26.4%
$397K - $555K
18.5K $1.51M
Jul 21, 2022 Q2 2022
Hollencrest Capital Management

SELL
 -
-6.79K
Closed
$408K - $569K
0 $0
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-6.9K
- 55.91%
$414K - $578K
5.44K $445K
Aug 15, 2022 Q2 2022
Cigna Investments Inc

Bloomfield, CT
SELL
 -
-6.99K
- 26.43%
$419K - $586K
19.4K $1.59M
Aug 09, 2022 Q2 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-7K
Closed
$420K - $587K
0 $0
Jul 20, 2022 Q2 2022
Exchange Traded Concepts, LLC

SELL
 -
-7.26K
- 96.79%
$436K - $609K
241 $19.7K
Aug 12, 2022 Q2 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-7.28K
- 31.1%
$437K - $610K
16.1K $1.32M
Aug 11, 2022 Q2 2022
Choate Investment Advisors

Boston, MA
SELL
 -
-7.34K
Closed
$440K - $615K
0 $0
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-7.38K
- 4.59%
$442K - $618K
153K $12.5M
Jul 07, 2022 Q2 2022
Moody National Bank Trust Division

SELL
 -
-7.58K
- 17.22%
$455K - $635K
36.4K $2.98M
Aug 03, 2022 Q2 2022
Lgt Group Foundation

SELL
 -
-7.58K
- 13.23%
$455K - $636K
49.7K $4.07M
Aug 12, 2022 Q2 2022
Nomura Asset Management CO LTD

Tokyo, M0
SELL
 -
-7.83K
- 1.83%
$470K - $656K
419K $34.3M
Jan 10, 2025 Q2 2022
Nomura Asset Management CO LTD

Tokyo, M0
SELL
 -
-7.83K
- 1.83%
$470K - $656K
419K $34.3M
Aug 15, 2022 Q2 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-7.83K
- 20.63%
$470K - $657K
30.1K $2.47M
Aug 03, 2022 Q2 2022
Valeo Financial Advisors, LLC

SELL
 -
-7.86K
- 34.57%
$472K - $659K
14.9K $1.22M
Jul 29, 2022 Q2 2022
Mitchell Capital Management CO

SELL
 -
-8K
- 13.01%
$480K - $670K
53.5K $4.38M
Jul 28, 2022 Q2 2022
Hodges Capital Management Inc.

SELL
 -
-8.01K
- 32.01%
$480K - $671K
17K $1.39M
Jul 29, 2022 Q2 2022
Asset Management One Co., Ltd.

SELL
 -
-8.04K
- 1.3%
$482K - $674K
611K $50M
Aug 25, 2022 Q2 2022
M&G Investment Management LTD

London, X0
SELL
 -
-8.04K
- 0.52%
$482K - $674K
1.53M $125M
Jul 22, 2022 Q2 2022
Paragon Advisors, LLC

SELL
 -
-8.08K
- 22.42%
$485K - $677K
28K $2.29M
Aug 09, 2022 Q2 2022
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-8.09K
Closed
$485K - $678K
0 $0
Aug 08, 2022 Q2 2022
Machina Capital S.A.S.

Paris, I0
SELL
 -
-8.1K
Closed
$486K - $679K
0 $0
Aug 11, 2022 Q2 2022
Aia Group LTD

Hong Kong, K3
SELL
 -
-8.35K
Closed
$501K - $700K
0 $0
Jul 19, 2022 Q2 2022
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H

SELL
 -
-8.45K
- 70.91%
$507K - $708K
3.47K $284K

Track Institutional and Insider Activities on SCHW

Follow SCHWAB CHARLES CORP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHW shares.

Notify only if

Insider Trading

Get notified when an Schwab Charles Corp insider buys or sells SCHW shares.

Notify only if

News

Receive news related to SCHWAB CHARLES CORP

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHW