Purchases and Sales Made in Q4 2022 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$164K - $202K
|
2.43K
$199K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
2.43KNew |
$164K - $202K
|
2.43K
$199K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
2.43KNew |
$164K - $202K
|
2.43K
$199K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.42KNew |
$163K - $202K
|
2.42K
$198K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
2.42KNew |
$163K - $202K
|
2.42K
$198K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.38K+ 5.8% |
$160K - $198K
|
43.4K
$3.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.35K+ 49.11% |
$159K - $196K
|
7.15K
$585K
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
2.3K+ 29.77% |
$155K - $191K
|
10K
$820K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.28K+ 4.74% |
$154K - $190K
|
50.3K
$4.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.25K+ 3.66% |
$152K - $187K
|
63.6K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.24K+ 29.46% |
$151K - $186K
|
9.83K
$804K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.21K+ 3.17% |
$149K - $184K
|
71.7K
$5.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.2KNew |
$148K - $183K
|
2.2K
$180K
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.18K+ 0.43% |
$147K - $182K
|
515K
$42.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.16KNew |
$146K - $180K
|
2.16K
$177K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
2.14K+ 0.79% |
$145K - $179K
|
274K
$22.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.12K+ 10.27% |
$143K - $176K
|
22.7K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 14.36% |
$142K - $176K
|
16.8K
$1.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Bristol John W & CO Inc
|
BUY
|
- |
2.11K+ 0.35% |
$142K - $175K
|
598K
$48.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.11K+ 10.89% |
$142K - $175K
|
21.4K
$1.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
2.09K+ 92.11% |
$141K - $174K
|
4.36K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.09K+ 27.6% |
$141K - $174K
|
9.66K
$791K
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.07K+ 33.4% |
$140K - $172K
|
8.27K
$677K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.06K+ 11.08% |
$139K - $171K
|
20.6K
$1.69M
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
BUY
|
- |
1.99K+ 1.15% |
$134K - $165K
|
175K
$14.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.99K+ 23.19% |
$134K - $165K
|
10.5K
$863K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
1.98K+ 106.04% |
$134K - $165K
|
3.86K
$315K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.96K+ 15.96% |
$132K - $163K
|
14.3K
$1.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.96K+ 16.43% |
$132K - $163K
|
13.9K
$1.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.88K+ 3.35% |
$127K - $157K
|
58K
$4.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.87K+ 7.82% |
$126K - $156K
|
25.8K
$2.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.85K+ 15.22% |
$124K - $154K
|
14K
$1.14M
|
|
|
Feb 17, 2023
Q4 2022
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.84K+ 13.91% |
$124K - $153K
|
15.1K
$1.23M
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.84K+ 0.21% |
$124K - $153K
|
859K
$70.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.83K+ 5.35% |
$123K - $152K
|
36K
$2.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.83K+ 17.17% |
$123K - $152K
|
12.5K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.8K+ 53.35% |
$121K - $150K
|
5.17K
$423K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
1.8K+ 0.53% |
$121K - $150K
|
344K
$28.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.8K+ 3.67% |
$121K - $150K
|
50.8K
$4.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.8K+ 10.53% |
$121K - $150K
|
18.8K
$1.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.75K+ 3.8% |
$118K - $146K
|
47.9K
$3.92M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.75K+ 31.16% |
$118K - $146K
|
7.36K
$602K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.75K+ 54.03% |
$118K - $146K
|
4.98K
$408K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.74K+ 1.04% |
$117K - $144K
|
168K
$13.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.71K+ 10.46% |
$115K - $143K
|
18.1K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.68K+ 1.06% |
$113K - $140K
|
160K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.67KNew |
$113K - $139K
|
1.67K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.67K+ 11.67% |
$113K - $139K
|
16K
$1.31M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.67K+ 0.79% |
$112K - $139K
|
214K
$17.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
1.67K+ 0.28% |
$112K - $139K
|
592K
$48.4M
|