Purchases and Sales Made in Q1 2022 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q1 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
May 16, 2022 Q1 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
715
+ 15.94%
$54.1K - $68.3K
5.2K $418K
Apr 11, 2022 Q1 2022
Veriti Management LLC

BUY
 -
709
+ 3.5%
$53.7K - $67.7K
21K $1.69M
Apr 22, 2022 Q1 2022
Louisiana State Employees Retirement System

BUY
 -
700
+ 0.74%
$53K - $66.9K
94.9K $7.63M
Apr 27, 2022 Q1 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
700
New
$53K - $66.9K
700 $56.3K
Aug 13, 2024 Q1 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
700
+ 1129.03%
$53K - $66.9K
762 $61.3K
May 16, 2022 Q1 2022
Center Book Partners LP

Greenwich, CT
BUY
 -
679
+ 14.24%
$51.4K - $64.9K
5.45K $438K
Apr 29, 2022 Q1 2022
Sheets Smith Investment Management

Houston, TX
BUY
 -
674
+ 3.19%
$51K - $64.4K
21.8K $1.76M
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
663
New
$50.2K - $63.3K
663 $53.3K
Apr 11, 2022 Q1 2022
Gpm Growth Investors, Inc.

BUY
 -
659
+ 0.61%
$49.9K - $63K
109K $8.8M
May 16, 2022 Q1 2022
Credit Agricole S A

BUY
 -
659
+ 28.95%
$49.9K - $63K
2.94K $236K
Apr 14, 2022 Q1 2022
Ritholtz Wealth Management

BUY
 -
654
+ 13.1%
$49.5K - $62.5K
5.65K $454K
Aug 11, 2022 Q1 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
650
+ 19.93%
$49.2K - $62.1K
3.91K $315K
Apr 25, 2022 Q1 2022
Private Ocean, LLC

BUY
 -
623
+ 5.34%
$47.2K - $59.5K
12.3K $989K
May 03, 2022 Q1 2022
F Dx Advisors, Inc.

BUY
 -
618
+ 3.94%
$46.8K - $59K
16.3K $1.31M
Apr 27, 2022 Q1 2022
Ami Asset Management Corp

BUY
 -
616
+ 0.08%
$46.6K - $58.8K
786K $63.2M
May 10, 2022 Q1 2022
Core Alternative Capital

BUY
 -
612
+ 941.54%
$46.3K - $58.5K
677 $54.5K
May 10, 2022 Q1 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
611
+ 1.54%
$46.2K - $58.4K
40.3K $3.24M
May 06, 2022 Q1 2022
Jacobson & Schmitt Advisors, LLC

BUY
 -
599
+ 0.31%
$45.3K - $57.2K
194K $15.6M
Apr 14, 2022 Q1 2022
Cutler Group LP

BUY
 -
591
+ 22.62%
$44.7K - $56.5K
3.2K $258K
May 13, 2022 Q1 2022
Hall Capital Management CO Inc

BUY
 -
587
+ 5.87%
$44.4K - $56.1K
10.6K $851K
May 16, 2022 Q1 2022
Madison Wealth Management

Cincinnati, OH
BUY
 -
587
+ 0.53%
$44.4K - $56.1K
111K $8.9M
May 04, 2022 Q1 2022
Cavalier Investments, LLC

BUY
 -
584
+ 7.92%
$44.2K - $55.8K
7.96K $640K
Apr 29, 2022 Q1 2022
Tci Wealth Advisors, Inc.

BUY
 -
583
+ 7.48%
$44.1K - $55.7K
8.38K $674K
May 16, 2022 Q1 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
583
+ 9.2%
$44.1K - $55.7K
6.92K $557K
May 11, 2022 Q1 2022
Lake Street Advisors Group, LLC

BUY
 -
577
+ 4.43%
$43.7K - $55.1K
13.6K $1.09M
May 09, 2022 Q1 2022
Fiera Capital Corp

Montreal, A8
BUY
 -
550
+ 8.46%
$41.6K - $52.5K
7.05K $567K
May 09, 2022 Q1 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
547
+ 8.94%
$41.4K - $52.3K
6.67K $536K
Apr 14, 2022 Q1 2022
Seneca House Advisors

BUY
 -
533
+ 5.6%
$40.3K - $50.9K
10.1K $809K
May 10, 2022 Q1 2022
Trust Asset Management LLC

Houston, TX
BUY
 -
527
+ 3.92%
$39.9K - $50.3K
14K $1.12M
May 06, 2022 Q1 2022
Sendero Wealth Management, LLC

San Antonio, TX
BUY
 -
524
+ 0.83%
$39.7K - $50.1K
64K $5.15M
Apr 20, 2022 Q1 2022
Hudson Valley Investment Advisors Inc

BUY
 -
518
+ 18.17%
$39.2K - $49.5K
3.37K $271K
May 11, 2022 Q1 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
517
+ 0.96%
$39.1K - $49.4K
54.3K $4.36M
May 16, 2022 Q1 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
514
+ 18.95%
$38.9K - $49.1K
3.23K $259K
Aug 15, 2022 Q1 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
513
+ 298.26%
$38.8K - $49K
685 $55.1K
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
506
+ 42.92%
$38.3K - $48.3K
1.69K $136K
May 09, 2022 Q1 2022
Hyman Charles D

BUY
 -
504
+ 20.96%
$38.1K - $48.1K
2.91K $234K
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
500
New
$37.8K - $47.8K
500 $40.2K
May 09, 2022 Q1 2022
Cx Institutional

BUY
 -
495
+ 13.42%
$37.5K - $47.3K
4.18K $337K
May 03, 2022 Q1 2022
Mount Yale Investment Advisors, LLC

BUY
 -
495
+ 6.83%
$37.5K - $47.3K
7.74K $623K
May 16, 2022 Q1 2022
Van Cleef Asset Management,Inc

Beachwood, OH
BUY
 -
494
+ 0.34%
$37.4K - $47.2K
147K $11.9M
May 04, 2022 Q1 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
476
+ 2.83%
$36K - $45.5K
17.3K $1.39M
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
475
+ 7.69%
$36K - $45.4K
6.65K $535K
May 06, 2022 Q1 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
465
+ 3.87%
$35.2K - $44.4K
12.5K $1M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
454
+ 11.05%
$34.4K - $43.4K
4.56K $367K
May 13, 2022 Q1 2022
Federated Hermes, Inc.

Pittsburgh, PA
BUY
 -
452
+ 4.05%
$34.2K - $43.2K
11.6K $934K
May 13, 2022 Q1 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
435
+ 5.4%
$32.9K - $41.6K
8.49K $683K
May 12, 2022 Q1 2022
Twin Lakes Capital Management, LLC

Redwood Shores, CA
BUY
 -
433
+ 0.56%
$32.8K - $41.4K
77.8K $6.26M
Apr 15, 2022 Q1 2022
Mizuho Securities Co. Ltd.

BUY
 -
430
+ 268.75%
$32.5K - $41.1K
590 $47.5K
May 10, 2022 Q1 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
429
+ 17.85%
$32.5K - $41K
2.83K $228K

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