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Schwab Bank Sweep Feature
Q2 2022 vs Q3 2022
Comparing institutional holders between quarters
Quarters
Q3 2022
Q2 2022
Q1 2022
Q4 2021
Q3 2021
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged
0
No Data
Sort by
Q3 2022 shares — high to low
Q3 2022 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q3 2022 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Encompass Wealth Advisors, LLC
UNCHANGED
Shares
599,346
from 599,346
Change
0
(0%)
Value
$599
($0)
Filed 2022-10-28
Institution
Status
Q3 2022 ↓
Q2 2022
Change
% Change
Q2 2022 Value
Q3 2022 Value
Value Change
Filed
Encompass Wealth Advisors, LLC
UNCHANGED
599,346
599,346
0
0%
$599
$599
$0
2022-10-28
Showing 1 of 1 institutions