Purchases and Sales Made in Q3 2022 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q3 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
Oct 27, 2022 Q3 2022
Cornerstone Capital, Inc.

Palo Alto, CA
BUY
 -
8.66K
+ 3.75%
$183K - $648K
239K $19.2M
May 04, 2023 Q3 2022
Baader Bank Aktiengesellschaft

Unterschleissheim, 2M
BUY
 -
8.64K
+ 26.5%
$183K - $647K
41.2K $3.3M
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
8.64K
+ 116.37%
$183K - $647K
16.1K $1.29M
Nov 09, 2022 Q3 2022
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
8.61K
+ 28.98%
$182K - $645K
38.3K $3.07M
Oct 11, 2022 Q3 2022
Seelaus Asset Management LLC

BUY
 -
8.56K
New
$181K - $641K
8.56K $686K
Nov 14, 2022 Q3 2022
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
8.51K
New
$180K - $637K
8.51K $681K
Oct 24, 2022 Q3 2022
Lincoln Capital Corp

BUY
 -
8.34K
+ 16.93%
$176K - $624K
57.6K $4.61M
Oct 05, 2022 Q3 2022
First Hawaiian Bank

BUY
 -
8.29K
+ 7.1%
$175K - $621K
125K $10M
Oct 18, 2022 Q3 2022
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H

BUY
 -
8.28K
+ 238.87%
$175K - $620K
11.7K $941K
Nov 14, 2022 Q3 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
8.1K
+ 14.5%
$171K - $607K
63.9K $5.12M
Nov 16, 2022 Q3 2022
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
7.59K
+ 6.78%
$161K - $569K
120K $9.58M
Oct 28, 2022 Q3 2022
Comerica Bank

BUY
 -
7.37K
+ 4.0%
$156K - $552K
192K $15.3M
Nov 04, 2022 Q3 2022
Retirement Systems Of Alabama

BUY
 -
7.2K
+ 0.51%
$152K - $540K
1.42M $114M
Nov 01, 2022 Q3 2022
Brinker Capital Investments, LLC

BUY
 -
7.06K
+ 13.43%
$149K - $529K
59.6K $4.78M
Nov 10, 2022 Q3 2022
Credit Agricole S A

BUY
 -
7.03K
+ 127.53%
$149K - $527K
12.5K $1.01M
Nov 15, 2022 Q3 2022
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
6.97K
+ 57.7%
$147K - $522K
19.1K $1.53M
Nov 04, 2022 Q3 2022
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
6.93K
+ 47.25%
$147K - $519K
21.6K $1.73M
Nov 14, 2022 Q3 2022
Meiji Yasuda Life Insurance CO

Tokyo, M0
BUY
 -
6.79K
+ 11.93%
$144K - $509K
63.7K $5.11M
Nov 14, 2022 Q3 2022
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
6.79K
+ 20.13%
$144K - $509K
40.5K $3.25M
Nov 10, 2022 Q3 2022
Argent Trust CO

Nashville, TN
BUY
 -
6.79K
+ 10.54%
$144K - $508K
71.2K $5.7M
Nov 14, 2022 Q3 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
6.78K
+ 11.46%
$143K - $508K
65.9K $5.28M
Oct 14, 2022 Q3 2022
Granite Shares Advisors LLC

BUY
 -
6.77K
New
$143K - $507K
6.77K $543K
Nov 14, 2022 Q3 2022
Drw Securities, L.L.C.

Chicago, IL
BUY
 -
6.74K
New
$143K - $505K
6.74K $540K
Nov 14, 2022 Q3 2022
Nissay Asset Management Corp

Tokyo, M0
BUY
 -
6.63K
+ 4.17%
$140K - $497K
166K $13.3M
Oct 17, 2022 Q3 2022
Archford Capital Strategies, LLC

BUY
 -
6.61K
+ 52.0%
$140K - $496K
19.3K $1.55M
Nov 01, 2022 Q3 2022
Hartline Investment Corp

Winnetka, IL
BUY
 -
6.6K
New
$140K - $495K
6.6K $529K
Nov 02, 2022 Q3 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
6.53K
+ 20.73%
$138K - $489K
38K $3.05M
Nov 14, 2022 Q3 2022
Marco Investment Management LLC

BUY
 -
6.49K
+ 9.68%
$137K - $486K
73.5K $5.89M
Oct 24, 2022 Q3 2022
State Of Michigan Retirement System

BUY
 -
6.3K
+ 1.55%
$133K - $472K
413K $33.1M
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
6.3K
+ 5.78%
$133K - $472K
115K $9.23M
Oct 20, 2022 Q3 2022
Central Bank & Trust CO

BUY
 -
6.29K
+ 23.14%
$133K - $472K
33.5K $2.68M
Nov 14, 2022 Q3 2022
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
6.22K
+ 1.05%
$132K - $466K
599K $48M
Nov 10, 2022 Q3 2022
Qtron Investments LLC

Boston, MA
BUY
 -
6.2K
New
$131K - $464K
6.2K $497K
Nov 23, 2022 Q3 2022
Toroso Investments, LLC

Massapequa, NY
BUY
 -
6.19K
+ 5.63%
$131K - $464K
116K $9.31M
Nov 03, 2022 Q3 2022
Amg National Trust Bank

BUY
 -
6.16K
+ 12.33%
$130K - $462K
56.2K $4.5M
Oct 28, 2022 Q3 2022
Grimes & Company, Inc.

BUY
 -
6.16K
+ 7.71%
$130K - $461K
86K $6.89M
Nov 04, 2022 Q3 2022
Empirical Finance, LLC

BUY
 -
6.08K
+ 21.51%
$129K - $456K
34.4K $2.75M
Nov 01, 2022 Q3 2022
Wright Investors Service Inc

BUY
 -
5.96K
+ 46.59%
$126K - $446K
18.7K $1.5M
Oct 21, 2022 Q3 2022
Chemistry Wealth Management LLC

New York, NY
BUY
 -
5.88K
+ 58.86%
$124K - $441K
15.9K $1.27M
Nov 10, 2022 Q3 2022
Vela Investment Management, LLC

New Albany, OH
BUY
 -
5.86K
+ 12.58%
$124K - $439K
52.4K $4.2M
Nov 01, 2022 Q3 2022
Sheets Smith Wealth Management

BUY
 -
5.78K
+ 27.77%
$122K - $433K
26.6K $2.13M
Nov 08, 2022 Q3 2022
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
5.76K
+ 2.8%
$122K - $432K
211K $16.9M
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
5.74K
+ 43.64%
$122K - $430K
18.9K $1.51M
Nov 15, 2022 Q3 2022
Traynor Capital Management, Inc.

BUY
 -
5.71K
New
$121K - $428K
5.71K $457K
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
5.69K
+ 26.05%
$120K - $426K
27.5K $2.21M
Nov 14, 2022 Q3 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
5.59K
New
$118K - $419K
5.59K $448K
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
5.54K
+ 17.61%
$117K - $415K
37K $2.96M
Oct 03, 2022 Q3 2022
Park National Corp

BUY
 -
5.47K
+ 3.35%
$116K - $410K
169K $13.5M
Nov 15, 2022 Q3 2022
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
5.42K
+ 49.5%
$115K - $406K
16.4K $1.31M

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