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 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.3K+ 12.22% |
$558K - $780K
|
85.4K
$7.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
9.25KNew |
$555K - $775K
|
9.25K
$765K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
9.23K+ 6.98% |
$554K - $773K
|
141K
$11.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Cambiar Investors LLC
|
BUY
|
- |
9.17K+ 2.1% |
$550K - $769K
|
446K
$36.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
BUY
|
- |
9.11K+ 9.98% |
$546K - $764K
|
100K
$8.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
9.1K+ 53.71% |
$546K - $763K
|
26K
$2.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
9.04K+ 24.12% |
$542K - $758K
|
46.5K
$3.85M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
9.03K+ 38.59% |
$542K - $757K
|
32.4K
$2.68M
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9KNew |
$540K - $754K
|
9K
$745K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.89K+ 11.33% |
$534K - $746K
|
87.4K
$7.23M
|
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.71K+ 11.31% |
$522K - $730K
|
85.7K
$7.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
8.64KNew |
$518K - $725K
|
8.64K
$715K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.58K+ 208.71% |
$515K - $719K
|
12.7K
$1.05M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.58K+ 208.71% |
$515K - $719K
|
12.7K
$1.05M
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
8.41K+ 108.86% |
$505K - $705K
|
16.1K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8.36K+ 211.08% |
$502K - $701K
|
12.3K
$1.02M
|
|
|
Aug 02, 2022
Q2 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
8.21K+ 23.06% |
$492K - $688K
|
43.8K
$3.62M
|
|
|
Aug 08, 2022
Q2 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
8.2K+ 192.15% |
$492K - $687K
|
12.5K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
8.17KNew |
$490K - $685K
|
8.17K
$676K
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
8.08K+ 351.43% |
$485K - $678K
|
10.4K
$859K
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
8.05K+ 71.69% |
$483K - $675K
|
19.3K
$1.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
8K+ 0.73% |
$480K - $671K
|
1.1M
$91.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.98KNew |
$479K - $669K
|
7.98K
$660K
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
7.88K+ 16.05% |
$473K - $660K
|
57K
$4.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
7.85K+ 3.52% |
$471K - $658K
|
231K
$19.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.82K+ 8.76% |
$469K - $656K
|
97.1K
$8.03M
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.77K+ 4.36% |
$466K - $651K
|
186K
$15.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
7.77K+ 7.29% |
$466K - $651K
|
114K
$9.45M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
7.75K+ 103.72% |
$465K - $649K
|
15.2K
$1.26M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.62KNew |
$457K - $639K
|
7.62K
$631K
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
7.47KNew |
$448K - $626K
|
7.47K
$618K
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
7.46K+ 5.72% |
$448K - $625K
|
138K
$11.4M
|
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
BUY
|
- |
7.44K+ 2.28% |
$447K - $624K
|
334K
$27.7M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.33K+ 3.33% |
$439K - $614K
|
227K
$18.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Qvr LLC
|
BUY
|
- |
7.28K+ 168.38% |
$437K - $610K
|
11.6K
$960K
|
|
|
Aug 16, 2022
Q2 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
7.22K+ 2.9% |
$433K - $606K
|
256K
$21.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.17K+ 16.88% |
$430K - $601K
|
49.7K
$4.11M
|
|
|
Aug 03, 2022
Q2 2022
|
Biechele Royce Advisors
|
BUY
|
- |
7.15K+ 6.85% |
$429K - $600K
|
112K
$9.23M
|
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
7.15K+ 16.11% |
$429K - $599K
|
51.5K
$4.26M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
7KNew |
$420K - $587K
|
7K
$579K
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
6.96KNew |
$417K - $583K
|
6.96K
$576K
|
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
6.94K+ 5.79% |
$416K - $582K
|
127K
$10.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.92K+ 1.8% |
$415K - $580K
|
391K
$32.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
6.89KNew |
$413K - $578K
|
6.89K
$570K
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
BUY
|
- |
6.86K+ 2.2% |
$412K - $575K
|
319K
$26.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
6.66K+ 123.5% |
$400K - $559K
|
12.1K
$998K
|
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.62KNew |
$397K - $555K
|
6.62K
$548K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.42K+ 13.0% |
$385K - $539K
|
55.8K
$4.62M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.42K+ 65.14% |
$385K - $538K
|
16.3K
$1.35M
|
|
|
Jul 25, 2022
Q2 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
6.4K+ 17.42% |
$384K - $537K
|
43.2K
$3.57M
|