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 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.39K+ 98.56% |
$383K - $535K
|
12.9K
$1.05M
|
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
6.19K+ 23.15% |
$371K - $519K
|
32.9K
$2.69M
|
|
|
Aug 01, 2022
Q2 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.17KNew |
$370K - $517K
|
6.17K
$505K
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
6.08K+ 13.85% |
$365K - $510K
|
50K
$4.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
6K+ 11.54% |
$360K - $503K
|
58K
$4.75M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
6K+ 178.93% |
$360K - $503K
|
9.35K
$765K
|
|
|
Jul 31, 2024
Q2 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
5.91K+ 10.43% |
$354K - $495K
|
62.6K
$5.12M
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
5.9KNew |
$354K - $495K
|
5.9K
$483K
|
|
|
Aug 08, 2022
Q2 2022
|
Tpi Fund Managers LTD
|
BUY
|
- |
5.88K+ 2.49% |
$353K - $493K
|
242K
$19.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.87K+ 11.02% |
$352K - $492K
|
59.1K
$4.84M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.87KNew |
$352K - $492K
|
5.87K
$480K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.81K+ 32.47% |
$349K - $487K
|
23.7K
$1.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.79KNew |
$347K - $486K
|
5.79K
$474K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.78K+ 10.61% |
$347K - $485K
|
60.3K
$4.93M
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.69KNew |
$341K - $477K
|
5.69K
$466K
|
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.68K+ 17.1% |
$341K - $476K
|
38.9K
$3.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.64KNew |
$339K - $473K
|
5.64K
$462K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.61KNew |
$337K - $471K
|
5.61K
$459K
|
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
5.6KNew |
$336K - $469K
|
5.6K
$458K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
5.58K+ 12.46% |
$335K - $468K
|
50.4K
$4.12M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
5.52KNew |
$331K - $463K
|
5.52K
$452K
|
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
5.51K+ 30.64% |
$331K - $462K
|
23.5K
$1.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
- |
5.51KNew |
$330K - $462K
|
5.51K
$451K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
5.46KNew |
$328K - $458K
|
5.46K
$447K
|
|
|
Aug 04, 2022
Q2 2022
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
5.45K+ 9.61% |
$327K - $457K
|
62.2K
$5.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.4KNew |
$324K - $453K
|
5.4K
$442K
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
5.39K+ 24.72% |
$323K - $452K
|
27.2K
$2.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
5.27K+ 0.59% |
$316K - $441K
|
895K
$73.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
5.26KNew |
$315K - $441K
|
5.26K
$430K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.25K+ 75.64% |
$315K - $440K
|
12.2K
$997K
|
|
|
Aug 05, 2022
Q2 2022
|
Mqs Management LLC
|
BUY
|
- |
5.25KNew |
$315K - $440K
|
5.25K
$429K
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.19K+ 29.51% |
$311K - $435K
|
22.8K
$1.86M
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.08K+ 2.4% |
$304K - $425K
|
217K
$17.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.08K+ 85.02% |
$304K - $425K
|
11K
$904K
|
|
|
Jul 08, 2022
Q2 2022
|
Cullinan Associates Inc
|
BUY
|
- |
5.05K+ 6.97% |
$303K - $423K
|
77.5K
$6.34M
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
5.05KNew |
$303K - $423K
|
5.05K
$413K
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.03K+ 4.87% |
$302K - $422K
|
108K
$8.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
5K+ 7.14% |
$300K - $419K
|
75K
$6.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
5KNew |
$300K - $419K
|
5K
$409K
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
4.99K+ 2.49% |
$299K - $418K
|
206K
$16.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.91K+ 84.35% |
$295K - $412K
|
10.7K
$878K
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
4.89K+ 7.87% |
$293K - $410K
|
67K
$5.49M
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
4.78K+ 1.82% |
$287K - $400K
|
267K
$21.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
BUY
|
- |
4.59K+ 0.53% |
$275K - $385K
|
871K
$71.2M
|
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.58KNew |
$275K - $384K
|
4.58K
$375K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
4.58K+ 17.07% |
$275K - $384K
|
31.4K
$2.57M
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4.49K+ 6.12% |
$270K - $377K
|
77.9K
$6.38M
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.43K+ 4.32% |
$265K - $371K
|
107K
$8.75M
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
4.41KNew |
$264K - $370K
|
4.41K
$361K
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
4.4KNew |
$264K - $369K
|
4.4K
$360K
|