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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.09% |
$2.12K - $2.67K
|
31.4K
$2.53M
|
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
27+ 0.73% |
$2.04K - $2.58K
|
3.72K
$299K
|
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
27+ 0.54% |
$2.04K - $2.58K
|
5.07K
$408K
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
26+ 0.24% |
$1.97K - $2.48K
|
10.8K
$866K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25+ 0.54% |
$1.89K - $2.39K
|
4.67K
$376K
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
24+ 0.2% |
$1.82K - $2.29K
|
11.7K
$944K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
22+ 0.11% |
$1.67K - $2.1K
|
20.1K
$1.62M
|
|
|
May 04, 2022
Q1 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
20New |
$1.51K - $1.91K
|
20
$1.61K
|
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
20+ 0.46% |
$1.51K - $1.91K
|
4.33K
$348K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20New |
$1.51K - $1.91K
|
20
$1.61K
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
18+ 0.09% |
$1.36K - $1.72K
|
19.7K
$1.58M
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
18+ 0.5% |
$1.36K - $1.72K
|
3.62K
$291K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
17+ 0.64% |
$1.29K - $1.62K
|
2.67K
$214K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16+ 0.61% |
$1.21K - $1.53K
|
2.63K
$212K
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
15+ 0.24% |
$1.14K - $1.43K
|
6.17K
$496K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 93.75% |
$1.14K - $1.43K
|
31
$2.49K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
14+ 0.03% |
$1.06K - $1.34K
|
43K
$3.46M
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
13+ 0.28% |
$984 - $1.24K
|
4.71K
$379K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13New |
$984 - $1.24K
|
13
$1.05K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
12+ 0.78% |
$908 - $1.15K
|
1.55K
$125K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
12+ 0.04% |
$908 - $1.15K
|
29.4K
$2.36M
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
12+ 0.35% |
$908 - $1.15K
|
3.42K
$275K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$757 - $955
|
10
$804
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
10+ 0.07% |
$757 - $955
|
15.3K
$1.23M
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
10+ 0.02% |
$757 - $955
|
51.2K
$4.12M
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
10+ 0.33% |
$757 - $955
|
3.02K
$243K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
9+ 2.57% |
$681 - $860
|
359
$28.9K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.33% |
$606 - $764
|
610
$49.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
8+ 0.17% |
$606 - $764
|
4.85K
$390K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
8+ 0.15% |
$606 - $764
|
5.5K
$442K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 0.06% |
$606 - $764
|
12.4K
$994K
|
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
7+ 0.24% |
$530 - $669
|
2.88K
$232K
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
6+ 0.17% |
$454 - $573
|
3.58K
$288K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6+ 0.24% |
$454 - $573
|
2.5K
$201K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
6+ 0.11% |
$454 - $573
|
5.68K
$457K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6+ 0.13% |
$454 - $573
|
4.62K
$371K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.25% |
$378 - $478
|
2.04K
$164K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5+ 2.14% |
$378 - $478
|
239
$19.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.24% |
$227 - $287
|
1.24K
$99.7K
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$227 - $287
|
10.6K
$855K
|
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
3+ 0.01% |
$227 - $287
|
22.3K
$1.79M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$151 - $191
|
23K
$1.85M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 0.0% |
$151 - $191
|
85K
$6.84M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2+ 0.0% |
$151 - $191
|
101K
$8.09M
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.1% |
$75.7 - $95.5
|
970
$78K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.26% |
$75.7 - $95.5
|
390
$31.4K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
1+ 0.22% |
$75.7 - $95.5
|
457
$36.8K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
1+ 0.02% |
$75.7 - $95.5
|
5.17K
$416K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
1New |
$75.7 - $95.5
|
1
$80.4
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
1+ 0.03% |
$75.7 - $95.5
|
2.89K
$232K
|