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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
50K+ 41.67% |
$3M - $4.19M
|
170K
$13.9M
|
|
|
Aug 15, 2022
Q2 2022
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
50KNew |
$3M - $4.19M
|
50K
$4.09M
|
|
|
Aug 15, 2023
Q2 2022
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
50KNew |
$3M - $4.19M
|
50K
$4.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
49.6K+ 10.68% |
$2.98M - $4.16M
|
514K
$42.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
48.6KNew |
$2.91M - $4.07M
|
48.6K
$3.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48K+ 8.05% |
$2.88M - $4.03M
|
645K
$52.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
47.7K+ 3.05% |
$2.86M - $4M
|
1.61M
$132M
|
|
|
Aug 12, 2022
Q2 2022
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
46.8K+ 0.63% |
$2.81M - $3.93M
|
7.54M
$617M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
44.5K+ 188.99% |
$2.67M - $3.73M
|
68K
$5.57M
|
|
|
Aug 10, 2022
Q2 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
42.4K+ 11.4% |
$2.55M - $3.56M
|
415K
$33.9M
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
BUY
|
- |
42.1K+ 34.76% |
$2.53M - $3.53M
|
163K
$13.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
42K+ 770.15% |
$2.52M - $3.52M
|
47.4K
$3.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
41.8K+ 46.05% |
$2.5M - $3.5M
|
132K
$10.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
41.5K+ 106.47% |
$2.49M - $3.48M
|
80.5K
$6.59M
|
|
|
Aug 11, 2022
Q2 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
41KNew |
$2.46M - $3.44M
|
41K
$3.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
40.9K+ 3.54% |
$2.45M - $3.43M
|
1.19M
$97.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
40.2K+ 84.99% |
$2.41M - $3.37M
|
87.6K
$7.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Weitz Investment Management, Inc.
Omaha, NE |
BUY
|
- |
40K+ 5.47% |
$2.4M - $3.35M
|
772K
$63.1M
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
39.7K+ 21.42% |
$2.38M - $3.32M
|
225K
$18.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
38.5KNew |
$2.31M - $3.23M
|
38.5K
$3.15M
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
38.4KNew |
$2.3M - $3.22M
|
38.4K
$3.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Hudson Way Capital Management LLC
Dallas, TX |
BUY
|
- |
37.9K+ 20.42% |
$2.27M - $3.17M
|
223K
$18.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
37.7KNew |
$2.26M - $3.16M
|
37.7K
$3.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
37.2KNew |
$2.23M - $3.12M
|
37.2K
$3.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.1K+ 16.68% |
$2.22M - $3.11M
|
259K
$21.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Twin Capital Management Inc
|
BUY
|
- |
36.8KNew |
$2.21M - $3.08M
|
36.8K
$3.01M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
35.4K+ 57.86% |
$2.12M - $2.97M
|
96.6K
$7.91M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
33.3K+ 6.13% |
$2M - $2.79M
|
576K
$47.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
33.2KNew |
$1.99M - $2.78M
|
33.2K
$2.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Uss Investment Management LTD
|
BUY
|
- |
33K+ 8.42% |
$1.98M - $2.77M
|
425K
$34.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
32K+ 7.83% |
$1.92M - $2.69M
|
441K
$36.1M
|
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
32K+ 7.83% |
$1.92M - $2.69M
|
441K
$36.1M
|
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
32K+ 7.83% |
$1.92M - $2.69M
|
441K
$36.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
31.9K+ 33.86% |
$1.91M - $2.68M
|
126K
$10.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
30.9K+ 4.07% |
$1.85M - $2.59M
|
789K
$64.5M
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
30.4KNew |
$1.82M - $2.55M
|
30.4K
$2.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
29.5K+ 4.05% |
$1.77M - $2.47M
|
759K
$62.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
29.2K+ 47.08% |
$1.75M - $2.45M
|
91.1K
$7.46M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
28.4K+ 35.33% |
$1.71M - $2.38M
|
109K
$8.91M
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
BUY
|
- |
28.3K+ 1126.02% |
$1.7M - $2.37M
|
30.8K
$2.52M
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
28.1K+ 22.9% |
$1.69M - $2.36M
|
151K
$12.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
27.9K+ 5.8% |
$1.67M - $2.34M
|
509K
$41.7M
|
|
|
Aug 08, 2022
Q2 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
27.7K+ 7.3% |
$1.66M - $2.32M
|
407K
$33.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
27.4KNew |
$1.64M - $2.3M
|
27.4K
$2.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
26.7KNew |
$1.6M - $2.24M
|
26.7K
$2.18M
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
26.6K+ 2.46% |
$1.6M - $2.23M
|
1.11M
$90.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
26.4K+ 21.94% |
$1.58M - $2.21M
|
147K
$12M
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
25.9K+ 124.5% |
$1.56M - $2.17M
|
46.7K
$3.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25.6K+ 748.54% |
$1.54M - $2.15M
|
29.1K
$2.38M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
25.6K+ 4.79% |
$1.54M - $2.15M
|
560K
$45.9M
|