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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
4KNew |
$270K - $333K
|
4K
$331K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.9K+ 4.12% |
$263K - $325K
|
98.6K
$8.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
3.89K+ 3.5% |
$262K - $324K
|
115K
$9.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
3.89K+ 0.45% |
$262K - $324K
|
862K
$71.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.88KNew |
$261K - $323K
|
3.88K
$321K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.84KNew |
$259K - $320K
|
3.84K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.78KNew |
$255K - $315K
|
3.78K
$313K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.76KNew |
$254K - $313K
|
3.76K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.76K+ 1.49% |
$253K - $313K
|
257K
$21.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.72KNew |
$251K - $310K
|
3.72K
$308K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.72K+ 3.55% |
$251K - $310K
|
108K
$8.97M
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.71KNew |
$250K - $309K
|
3.71K
$307K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
3.69K+ 9.97% |
$248K - $307K
|
40.7K
$3.36M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3.65KNew |
$246K - $304K
|
3.65K
$302K
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3.65KNew |
$246K - $304K
|
3.65K
$302K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.64KNew |
$245K - $303K
|
3.64K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.62K+ 0.54% |
$244K - $302K
|
677K
$56.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.59KNew |
$242K - $299K
|
3.59K
$297K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.55KNew |
$240K - $296K
|
3.55K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.55K+ 24.29% |
$240K - $296K
|
18.2K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.55KNew |
$239K - $295K
|
3.55K
$294K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
3.52K+ 6.81% |
$237K - $293K
|
55.2K
$4.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Stony Point Capital LLC
New York, NY |
BUY
|
- |
3.5K+ 3.25% |
$236K - $291K
|
111K
$9.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
3.49K+ 10.85% |
$235K - $291K
|
35.7K
$2.95M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3.46KNew |
$233K - $288K
|
3.46K
$286K
|
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
3.43KNew |
$231K - $286K
|
3.43K
$284K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.42K+ 9.22% |
$231K - $285K
|
40.5K
$3.35M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
3.34K+ 9.72% |
$225K - $278K
|
37.7K
$3.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
3.34KNew |
$225K - $278K
|
3.34K
$276K
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.33K+ 3.05% |
$224K - $277K
|
113K
$9.31M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.3K+ 1.26% |
$222K - $275K
|
265K
$21.9M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
3.3K+ 29.16% |
$222K - $274K
|
14.6K
$1.21M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3.26KNew |
$219K - $271K
|
3.26K
$269K
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.24KNew |
$218K - $270K
|
3.24K
$268K
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
3.21K+ 6.12% |
$216K - $267K
|
55.6K
$4.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Grassi Investment Management
|
BUY
|
- |
3.19KNew |
$215K - $266K
|
3.19K
$264K
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
3.19KNew |
$215K - $266K
|
3.19K
$264K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.17KNew |
$214K - $264K
|
3.17K
$262K
|
|
|
Jan 25, 2023
Q4 2022
|
Heron Bay Capital Management
|
BUY
|
- |
3.11K+ 4.42% |
$210K - $259K
|
73.5K
$6.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.11K+ 9.36% |
$210K - $259K
|
36.3K
$3.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
3.07K+ 1.6% |
$207K - $255K
|
195K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.06K+ 74.51% |
$206K - $254K
|
7.16K
$592K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.04K+ 19.33% |
$205K - $253K
|
18.8K
$1.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.94KNew |
$198K - $245K
|
2.94K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.94K+ 6.36% |
$198K - $245K
|
49.2K
$4.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.92KNew |
$197K - $243K
|
2.92K
$241K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.87KNew |
$193K - $239K
|
2.87K
$237K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
2.85K+ 4.54% |
$192K - $237K
|
65.5K
$5.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2.85KNew |
$192K - $237K
|
2.85K
$236K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
2.84KNew |
$192K - $237K
|
2.84K
$235K
|