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 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-8.35K- 1.9% |
$563K - $695K
|
432K
$35.3M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-8.35K- 1.9% |
$563K - $695K
|
432K
$35.3M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-8.35K- 1.9% |
$563K - $695K
|
432K
$35.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Chapman Investment Management, LLC
|
SELL
|
- |
-8.36K- 9.7% |
$564K - $696K
|
77.8K
$6.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
SELL
|
- |
-8.64K- 22.28% |
$582K - $719K
|
30.1K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-8.64K- 20.95% |
$583K - $719K
|
32.6K
$2.67M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-8.91K- 15.71% |
$601K - $742K
|
47.8K
$3.91M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-8.92K- 4.09% |
$601K - $743K
|
209K
$17.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-9.2K- 6.5% |
$620K - $766K
|
132K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-9.25K- 21.93% |
$624K - $770K
|
32.9K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-9.34K- 5.09% |
$630K - $777K
|
174K
$14.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-9.66K- 0.64% |
$651K - $804K
|
1.51M
$123M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-9.7K- 21.65% |
$654K - $808K
|
35.1K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-10K- 25.0% |
$674K - $833K
|
30K
$2.45M
|
|
|
Aug 15, 2023
Q4 2022
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-10K- 25.0% |
$674K - $833K
|
30K
$2.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-10K- 0.33% |
$676K - $835K
|
3M
$246M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.5K- 0.31% |
$706K - $872K
|
3.37M
$276M
|
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-10.6K- 19.87% |
$718K - $887K
|
42.9K
$3.51M
|
|
|
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-10.7K- 12.56% |
$721K - $890K
|
74.4K
$6.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-11K- 50.98% |
$739K - $912K
|
10.5K
$862K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.4K- 2.69% |
$767K - $947K
|
411K
$33.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-11.7K- 11.96% |
$791K - $977K
|
86.4K
$7.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-11.8K- 6.18% |
$797K - $984K
|
179K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-12K- 11.41% |
$807K - $997K
|
93K
$7.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-12K- 0.69% |
$810K - $1M
|
1.73M
$142M
|
|
|
Feb 14, 2023
Q4 2022
|
Steel Canyon Capital, LLC
Phoenix, AZ |
SELL
|
- |
-13.5K- 19.71% |
$911K - $1.12M
|
55K
$4.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-13.6K- 23.99% |
$914K - $1.13M
|
42.9K
$3.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.6K- 54.57% |
$916K - $1.13M
|
11.3K
$925K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-13.9K- 18.64% |
$936K - $1.16M
|
60.6K
$4.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-14.2K- 16.82% |
$956K - $1.18M
|
70.1K
$5.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Fjarde Ap Fonden
|
SELL
|
- |
-14.4K- 5.71% |
$971K - $1.2M
|
238K
$19.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-14.5K- 1.68% |
$980K - $1.21M
|
851K
$69.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-14.6K- 2.55% |
$982K - $1.21M
|
557K
$45.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-14.7K- 0.22% |
$991K - $1.22M
|
6.71M
$549M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-14.7K- 1.23% |
$994K - $1.23M
|
1.18M
$96.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15.5K- 3.35% |
$1.04M - $1.29M
|
446K
$36.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.3K- 19.42% |
$1.1M - $1.36M
|
67.8K
$5.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-18.5K- 1.31% |
$1.25M - $1.54M
|
1.4M
$114M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-18.6KClosed |
$1.25M - $1.55M
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-18.8K- 18.7% |
$1.27M - $1.56M
|
81.6K
$6.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-19.5K- 77.56% |
$1.31M - $1.62M
|
5.63K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-19.6K- 6.15% |
$1.32M - $1.63M
|
299K
$24.4M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-21.6K- 45.04% |
$1.46M - $1.8M
|
26.3K
$2.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-21.7K- 5.41% |
$1.46M - $1.8M
|
379K
$31M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-21.8K- 21.85% |
$1.47M - $1.82M
|
78.1K
$6.39M
|
|
|
Feb 22, 2023
Q4 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-22.1K- 5.02% |
$1.49M - $1.84M
|
418K
$34.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-24.1K- 46.28% |
$1.62M - $2.01M
|
28K
$2.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-25.1K- 42.81% |
$1.69M - $2.09M
|
33.5K
$2.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-25.1K- 27.77% |
$1.69M - $2.09M
|
65.4K
$5.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-25.4K- 22.62% |
$1.71M - $2.11M
|
86.8K
$7.1M
|