Purchases and Sales Made in Q1 2022 in Schwab Charles Corp (SCHW)
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
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
420+ 3.58% |
$31.8K - $40.1K
|
12.1K
$977K
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
410+ 3.64% |
$31K - $39.2K
|
11.7K
$938K
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
406+ 14.69% |
$30.7K - $38.8K
|
3.17K
$255K
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
405+ 6.14% |
$30.7K - $38.7K
|
7K
$563K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
390New |
$29.5K - $37.3K
|
390
$31.4K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
390+ 6.7% |
$29.5K - $37.3K
|
6.22K
$500K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
382+ 39.79% |
$28.9K - $36.5K
|
1.34K
$108K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
382+ 8.23% |
$28.9K - $36.5K
|
5.02K
$404K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
378+ 9.84% |
$28.6K - $36.1K
|
4.22K
$339K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
376+ 2.48% |
$28.5K - $35.9K
|
15.5K
$1.25M
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
375+ 13.74% |
$28.4K - $35.8K
|
3.11K
$250K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
363+ 5.54% |
$27.5K - $34.7K
|
6.92K
$557K
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
357+ 11.76% |
$27K - $34.1K
|
3.39K
$273K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
355+ 7.72% |
$26.9K - $33.9K
|
4.95K
$398K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
354+ 13.42% |
$26.8K - $33.8K
|
2.99K
$241K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
354+ 3.58% |
$26.8K - $33.8K
|
10.2K
$824K
|
|
|
May 16, 2022
Q1 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
351+ 1.37% |
$26.6K - $33.5K
|
25.9K
$2.09M
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
350New |
$26.5K - $33.4K
|
350
$28.2K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
348+ 1.36% |
$26.3K - $33.2K
|
25.9K
$2.08M
|
|
|
May 13, 2022
Q1 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
341New |
$25.8K - $32.6K
|
341
$27.4K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
332+ 7.68% |
$25.1K - $31.7K
|
4.65K
$374K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
332+ 7.68% |
$25.1K - $31.7K
|
4.65K
$374K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
319+ 32.39% |
$24.1K - $30.5K
|
1.3K
$105K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
306+ 0.32% |
$23.2K - $29.2K
|
95.1K
$7.65M
|
|
|
May 16, 2022
Q1 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
300+ 8.36% |
$22.7K - $28.7K
|
3.89K
$313K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
292+ 10.42% |
$22.1K - $27.9K
|
3.1K
$249K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
290New |
$22K - $27.7K
|
290
$23.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
285+ 5.83% |
$21.6K - $27.2K
|
5.18K
$416K
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
276+ 0.48% |
$20.9K - $26.4K
|
58.3K
$4.69M
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
275+ 5.37% |
$20.8K - $26.3K
|
5.4K
$434K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
274+ 4.58% |
$20.7K - $26.2K
|
6.26K
$504K
|
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
268+ 6.21% |
$20.3K - $25.6K
|
4.58K
$369K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
268New |
$20.3K - $25.6K
|
268
$21.6K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
267+ 7.54% |
$20.2K - $25.5K
|
3.81K
$306K
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
264+ 11.47% |
$20K - $25.2K
|
2.57K
$206K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
264+ 4.17% |
$20K - $25.2K
|
6.6K
$531K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
259+ 13.03% |
$19.6K - $24.7K
|
2.25K
$181K
|
|
|
May 13, 2022
Q1 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
255+ 6.85% |
$19.3K - $24.4K
|
3.98K
$320K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
250+ 0.67% |
$18.9K - $23.9K
|
37.7K
$3.04M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
246+ 2733.33% |
$18.6K - $23.5K
|
255
$20.5K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
241+ 1.88% |
$18.2K - $23K
|
13.1K
$1.05M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
236+ 1.14% |
$17.9K - $22.5K
|
20.9K
$1.68M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
233+ 6.02% |
$17.6K - $22.3K
|
4.1K
$330K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
232+ 3.78% |
$17.6K - $22.2K
|
6.38K
$513K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
227+ 32.11% |
$17.2K - $21.7K
|
934
$75.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
227+ 0.89% |
$17.2K - $21.7K
|
25.8K
$2.08M
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
226+ 1.43% |
$17.1K - $21.6K
|
16.1K
$1.29M
|
|
|
May 06, 2022
Q1 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
225+ 5.57% |
$17K - $21.5K
|
4.27K
$343K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
221+ 76.21% |
$16.7K - $21.1K
|
511
$41.1K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
221+ 2.42% |
$16.7K - $21.1K
|
9.37K
$754K
|