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 12, 2022 Q2 2022
Clari Vest Asset Management LLC

San Diego, CA
SELL
 -
-8.5K
- 4.06%
$510K - $713K
201K $16.6M
Aug 15, 2022 Q2 2022
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-8.57K
- 16.27%
$514K - $719K
44.1K $3.64M
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-8.71K
- 4.78%
$523K - $730K
173K $14.3M
Aug 05, 2022 Q2 2022
Absolute Capital Management, LLC

SELL
 -
-8.8K
- 72.13%
$528K - $738K
3.4K $281K
Aug 12, 2022 Q2 2022
First Western Trust Bank

Denver, CO
SELL
 -
-8.86K
- 6.69%
$532K - $743K
124K $10.2M
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-9.11K
Closed
$547K - $764K
0 $0
Aug 15, 2022 Q2 2022
Riverpark Capital Management LLC

New York, NY
SELL
 -
-9.15K
- 9.69%
$549K - $767K
85.3K $7.04M
Aug 09, 2022 Q2 2022
Gsa Capital Partners LLP

London, X0
SELL
 -
-9.26K
- 59.19%
$555K - $776K
6.38K $527K
Jul 27, 2022 Q2 2022
Hms Capital Management, LLC

SELL
 -
-9.31K
- 65.86%
$558K - $780K
4.82K $398K
Jul 27, 2022 Q2 2022
Sheets Smith Wealth Management

SELL
 -
-9.33K
- 30.97%
$560K - $782K
20.8K $1.72M
Aug 01, 2022 Q2 2022
New York State Teachers Retirement System

SELL
 -
-9.49K
- 0.54%
$569K - $796K
1.76M $145M
Aug 11, 2022 Q2 2022
Chris Davis Davis Selected Advisers | Tucson, Az
SELL
 -
-9.71K
- 1.15%
$582K - $814K
837K $69M
Aug 15, 2022 Q2 2022
Aspen Investment Management Inc

Grand Rapids, MI
SELL
 -
-9.9K
- 49.29%
$594K - $830K
10.2K $841K
Aug 08, 2022 Q2 2022
Stableford Capital Ii LLC

Scottsdale, AZ
SELL
 -
-9.9K
Closed
$594K - $830K
0 $0
Aug 12, 2022 Q2 2022
American International Group, Inc.

New York, NY
SELL
 -
-10.1K
- 2.0%
$607K - $848K
494K $40.8M
Aug 11, 2022 Q2 2022
Forsta Ap Fonden

Stockholm, V7
SELL
 -
-10.2K
- 3.6%
$612K - $855K
273K $22.5M
Aug 12, 2022 Q2 2022
Dynamic Technology Lab Private LTD

Singapore, U0
SELL
 -
-10.3K
Closed
$615K - $860K
0 $0
Aug 15, 2022 Q2 2022
Dcm Advisors, LLC

New York, NY
SELL
 -
-10.4K
Closed
$625K - $874K
0 $0
Aug 02, 2022 Q2 2022
Banque Cantonale Vaudoise

SELL
 -
-10.6K
- 14.69%
$639K - $892K
61.8K $5.1M
Aug 12, 2022 Q2 2022
Bowen Hanes & CO Inc

Atlanta, GA
SELL
 -
-10.9K
- 1.18%
$653K - $912K
909K $75.1M
Aug 05, 2022 Q2 2022
Imc Chicago, LLC

SELL
 -
-10.9K
Closed
$656K - $917K
0 $0
Jul 19, 2022 Q2 2022
Fractal Investments LLC

SELL
 -
-11K
Closed
$660K - $922K
0 $0
Aug 15, 2022 Q2 2022
Castle Knight Management LP

New York, NY
SELL
 -
-11K
Closed
$660K - $922K
0 $0
Aug 12, 2022 Q2 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-11K
- 3.15%
$661K - $924K
339K $28M
Aug 15, 2022 Q2 2022
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-11.7K
- 1.93%
$699K - $977K
593K $48.9M
Aug 01, 2022 Q2 2022
Montecito Bank & Trust

SELL
 -
-11.8K
- 33.35%
$708K - $989K
23.6K $1.95M
Jul 20, 2022 Q2 2022
Cookson Peirce & CO Inc

SELL
 -
-12.3K
Closed
$737K - $1.03M
0 $0
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-12.4K
Closed
$741K - $1.04M
0 $0
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-12.5K
- 8.03%
$752K - $1.05M
144K $11.9M
Jul 25, 2022 Q2 2022
Hohimer Wealth Management, LLC

SELL
 -
-13K
- 19.38%
$781K - $1.09M
54.1K $4.47M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-13.1K
- 36.94%
$785K - $1.1M
22.3K $1.84M
Aug 10, 2022 Q2 2022
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-13.1K
- 14.19%
$787K - $1.1M
79.3K $6.54M
Aug 15, 2022 Q2 2022
Capstone Investment Advisors, LLC

New York, NY
SELL
 -
-13.2K
- 15.87%
$792K - $1.11M
69.9K $5.77M
Oct 23, 2023 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-13.6K
- 24.52%
$819K - $1.14M
42K $3.47M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-13.7K
- 6.44%
$821K - $1.15M
199K $16.4M
Aug 15, 2022 Q2 2022
Nomura Holdings Inc

Tokyo, M0
SELL
 -
-14K
- 96.09%
$839K - $1.17M
569 $47K
Aug 15, 2022 Q2 2022
Laurion Capital Management LP

New York, NY
SELL
 -
-14.1K
Closed
$843K - $1.18M
0 $0
Jul 20, 2022 Q2 2022
Fort Pitt Capital Group, LLC

SELL
 -
-14.2K
- 1.76%
$851K - $1.19M
793K $65.4M
Aug 09, 2022 Q2 2022
Summitry LLC

Foster City, CA
SELL
 -
-14.5K
- 2.44%
$869K - $1.21M
579K $47.8M
Aug 15, 2022 Q2 2022
Magnetar Financial LLC

Evanston, IL
SELL
 -
-14.7K
Closed
$880K - $1.23M
0 $0
Jul 21, 2022 Q2 2022
Ami Asset Management Corp

SELL
 -
-14.7K
- 1.87%
$882K - $1.23M
771K $63.6M
Jul 15, 2022 Q2 2022
Moseley Investment Management Inc

SELL
 -
-15.1K
- 58.78%
$905K - $1.26M
10.6K $873K
Aug 11, 2022 Q2 2022
Morse Asset Management, Inc

Darien, CT
SELL
 -
-15.4K
- 50.71%
$926K - $1.29M
15K $1.24M
Jul 29, 2022 Q2 2022
Destination Wealth Management

SELL
 -
-15.5K
- 46.55%
$928K - $1.3M
17.8K $1.47M
Aug 15, 2022 Q2 2022
Xtx Topco LTD

London, X0
SELL
 -
-16K
Closed
$961K - $1.34M
0 $0
Aug 11, 2022 Q2 2022
Maryland Capital Management

Towson, MD
SELL
 -
-16.4K
- 5.2%
$986K - $1.38M
300K $24.8M
Aug 12, 2022 Q2 2022
Natixis Investment Managers International

Paris, I0
SELL
 -
-16.7K
- 54.78%
$1M - $1.4M
13.8K $1.14M
Aug 04, 2022 Q2 2022
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-16.9K
- 60.84%
$1.01M - $1.41M
10.9K $896K
Aug 03, 2022 Q2 2022
Unigestion Holding Sa

SELL
 -
-17.5K
Closed
$1.05M - $1.47M
0 $0

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