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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.07% |
$75.7 - $95.5
|
1.51K
$121K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.33% |
$75.7 - $95.5
|
308
$24.8K
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1+ 0.0% |
$75.7 - $95.5
|
39.8K
$3.21M
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.88% |
$75.7 - $95.5
|
114
$9.17K
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$75.7 - $95.5
|
4.2K
$338K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-1- 0.04% |
$75.7 - $95.5
|
2.39K
$192K
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 5.56% |
$75.7 - $95.5
|
17
$1.37K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1- 0.05% |
$75.7 - $95.5
|
2.16K
$174K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 0.1% |
$227 - $287
|
3.02K
$243K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-3- 0.04% |
$227 - $287
|
8.25K
$664K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4- 0.14% |
$303 - $382
|
2.88K
$231K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-5- 31.25% |
$378 - $478
|
11
$885
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 0.29% |
$530 - $669
|
2.4K
$193K
|
|
|
Apr 26, 2022
Q1 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-8- 0.03% |
$606 - $764
|
24.7K
$1.99M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9- 28.13% |
$681 - $860
|
23
$1.85K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-11Closed |
$833 - $1.05K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-11- 2.19% |
$833 - $1.05K
|
492
$39.6K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-11Closed |
$833 - $1.05K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12- 0.24% |
$908 - $1.15K
|
5.04K
$405K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-12- 4.86% |
$908 - $1.15K
|
235
$18.9K
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-14- 5.38% |
$1.06K - $1.34K
|
246
$19.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-15Closed |
$1.14K - $1.43K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-16- 21.92% |
$1.21K - $1.53K
|
57
$4.59K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-16- 8.38% |
$1.21K - $1.53K
|
175
$14.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-17- 0.53% |
$1.29K - $1.62K
|
3.2K
$257K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-20- 0.3% |
$1.51K - $1.91K
|
6.64K
$534K
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-20- 0.3% |
$1.51K - $1.91K
|
6.75K
$543K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-20- 0.57% |
$1.51K - $1.91K
|
3.49K
$281K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-25- 0.32% |
$1.89K - $2.39K
|
7.68K
$617K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-26- 0.62% |
$1.97K - $2.48K
|
4.16K
$334K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-27Closed |
$2.04K - $2.58K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-29- 16.86% |
$2.2K - $2.77K
|
143
$11.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-29- 0.06% |
$2.2K - $2.77K
|
47.7K
$3.84M
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-29- 0.01% |
$2.2K - $2.77K
|
480K
$38.6M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-32- 0.33% |
$2.42K - $3.06K
|
9.64K
$775K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-33- 0.36% |
$2.5K - $3.15K
|
9.14K
$735K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-34Closed |
$2.57K - $3.25K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-35- 2.59% |
$2.65K - $3.34K
|
1.32K
$106K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-38Closed |
$2.88K - $3.63K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-40- 0.68% |
$3.03K - $3.82K
|
5.86K
$471K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.14% |
$3.1K - $3.92K
|
29.7K
$2.39M
|
|
|
May 02, 2022
Q1 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-41- 0.24% |
$3.1K - $3.92K
|
17.3K
$1.39M
|
|
|
Apr 20, 2022
Q1 2022
|
Fractal Investments LLC
|
SELL
|
- |
-43- 0.39% |
$3.25K - $4.11K
|
11K
$885K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-43- 13.07% |
$3.25K - $4.11K
|
286
$23K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-44- 0.75% |
$3.33K - $4.2K
|
5.82K
$468K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-45- 1.0% |
$3.41K - $4.3K
|
4.45K
$358K
|
|
|
May 16, 2022
Q1 2022
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-45- 0.28% |
$3.41K - $4.3K
|
16.1K
$1.29M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-46Closed |
$3.48K - $4.39K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-49- 0.57% |
$3.71K - $4.68K
|
8.55K
$688K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-50- 3.39% |
$3.78K - $4.78K
|
1.42K
$115K
|