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 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-487- 56.43% |
$32.8K - $40.5K
|
376
$30.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-489- 16.84% |
$33K - $40.7K
|
2.42K
$198K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-510- 1.14% |
$34.4K - $42.5K
|
44.4K
$3.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-520- 1.03% |
$35.1K - $43.3K
|
50.2K
$4.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-520- 6.8% |
$35.1K - $43.3K
|
7.12K
$583K
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-527- 5.34% |
$35.5K - $43.9K
|
9.35K
$765K
|
|
|
Jan 13, 2023
Q4 2022
|
Jacobs & CO
|
SELL
|
- |
-531- 0.36% |
$35.8K - $44.2K
|
147K
$12.1M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-539- 9.85% |
$36.3K - $44.9K
|
4.94K
$404K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-541- 30.63% |
$36.5K - $45K
|
1.23K
$100K
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-545- 0.43% |
$36.7K - $45.4K
|
127K
$10.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-548- 1.1% |
$37K - $45.6K
|
49.4K
$4.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-553- 16.43% |
$37.3K - $46K
|
2.81K
$230K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-555- 1.99% |
$37.4K - $46.2K
|
27.3K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-582- 6.02% |
$39.2K - $48.5K
|
9.08K
$743K
|
|
|
Aug 02, 2023
Q4 2022
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-582- 2.13% |
$39.2K - $48.5K
|
26.7K
$2.18M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-595- 4.76% |
$40.1K - $49.5K
|
11.9K
$974K
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-600- 0.82% |
$40.5K - $50K
|
72.9K
$5.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-600- 4.8% |
$40.5K - $50K
|
11.9K
$973K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-601- 2.84% |
$40.5K - $50K
|
20.6K
$1.68M
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-610- 17.09% |
$41.1K - $50.8K
|
2.96K
$242K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-612- 2.98% |
$41.3K - $51K
|
19.9K
$1.63M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-618- 3.59% |
$41.7K - $51.5K
|
16.6K
$1.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-620- 0.73% |
$41.8K - $51.6K
|
84K
$6.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-621- 4.1% |
$41.9K - $51.7K
|
14.5K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-627- 3.98% |
$42.3K - $52.2K
|
15.1K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-629- 1.1% |
$42.4K - $52.4K
|
56.7K
$4.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-679- 6.45% |
$45.8K - $56.5K
|
9.85K
$805K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-679- 1.07% |
$45.8K - $56.5K
|
63.1K
$5.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-685- 3.62% |
$46.2K - $57K
|
18.2K
$1.49M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-689- 2.32% |
$46.5K - $57.4K
|
29K
$2.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-719- 9.76% |
$48.5K - $59.9K
|
6.65K
$544K
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-761- 39.82% |
$51.3K - $63.4K
|
1.15K
$94.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-767- 11.1% |
$51.7K - $63.9K
|
6.14K
$502K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-779- 1.14% |
$52.5K - $64.9K
|
67.3K
$5.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-787- 0.91% |
$53.1K - $65.5K
|
86.1K
$7.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-823- 1.36% |
$55.5K - $68.5K
|
59.7K
$4.89M
|
|
|
Feb 14, 2023
Q4 2022
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-830- 1.56% |
$56K - $69.1K
|
52.3K
$4.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-830- 5.68% |
$56K - $69.1K
|
13.8K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-835- 4.47% |
$56.3K - $69.5K
|
17.8K
$1.46M
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-840- 25.67% |
$56.6K - $69.9K
|
2.43K
$199K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-841- 6.39% |
$56.7K - $70K
|
12.3K
$1.01M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-842- 4.93% |
$56.8K - $70.1K
|
16.2K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-849- 3.66% |
$57.2K - $70.7K
|
22.3K
$1.83M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-852- 7.08% |
$57.5K - $70.9K
|
11.2K
$914K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-857- 0.34% |
$57.8K - $71.4K
|
252K
$20.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
SELL
|
- |
-861- 1.18% |
$58.1K - $71.7K
|
72.2K
$5.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-868- 28.37% |
$58.5K - $72.3K
|
2.19K
$179K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-870- 15.19% |
$58.7K - $72.4K
|
4.86K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-876- 14.31% |
$59.1K - $72.9K
|
5.25K
$429K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-884- 12.22% |
$59.6K - $73.6K
|
6.35K
$519K
|