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 18, 2022 Q1 2022
Baader Bank Aktiengesellschaft

Unterschleissheim, 2M
SELL
 -
-1.88K
- 3.11%
$142K - $180K
58.5K $4.7M
Apr 29, 2022 Q1 2022
Focused Wealth Management, Inc

SELL
 -
-1.9K
Closed
$144K - $182K
0 $0
Apr 18, 2022 Q1 2022
Franklin Street Advisors Inc

SELL
 -
-1.91K
- 9.89%
$144K - $182K
17.4K $1.4M
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-1.93K
- 57.43%
$146K - $184K
1.43K $115K
Apr 26, 2022 Q1 2022
First Merchants Corp

SELL
 -
-1.97K
- 1.98%
$149K - $188K
97.5K $7.84M
Apr 12, 2022 Q1 2022
Wilson & Boucher Capital Management, LLC

SELL
 -
-1.98K
- 7.64%
$150K - $189K
23.9K $1.93M
May 13, 2022 Q1 2022
Axs Investments LLC

Port Chester, NY
SELL
 -
-1.99K
- 27.78%
$150K - $190K
5.16K $415K
May 04, 2022 Q1 2022
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-1.99K
- 28.58%
$151K - $190K
4.98K $400K
May 16, 2022 Q1 2022
Stieven Capital Advisors, L.P.

St. Louis, MO
SELL
 -
-2K
- 1.53%
$151K - $191K
128K $10.3M
May 16, 2022 Q1 2022
Doheny Asset Management /Ca

Los Angeles, CA
SELL
 -
-2K
- 10.78%
$151K - $191K
16.6K $1.33M
May 11, 2022 Q1 2022
Gill Capital Partners, LLC

Denver, CO
SELL
 -
-2.03K
- 3.91%
$153K - $194K
49.8K $4.01M
May 16, 2022 Q1 2022
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-2.05K
- 6.18%
$155K - $196K
31.1K $2.5M
May 10, 2022 Q1 2022
Cumberland Partners LTD

Toronto, A6
SELL
 -
-2.08K
- 4.56%
$158K - $199K
43.6K $3.51M
May 05, 2022 Q1 2022
First Foundation Advisors

Irvine, CA
SELL
 -
-2.09K
- 0.8%
$158K - $199K
260K $20.9M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

SELL
 -
-2.09K
- 7.1%
$158K - $200K
27.4K $2.2M
May 12, 2022 Q1 2022
Bollard Group LLC

Boston, MA
SELL
 -
-2.13K
- 5.94%
$161K - $203K
33.6K $2.71M
Apr 29, 2022 Q1 2022
Illinois Municipal Retirement Fund

SELL
 -
-2.21K
- 2.38%
$167K - $211K
90.8K $7.31M
Apr 29, 2022 Q1 2022
Alpha Omega Wealth Management LLC

SELL
 -
-2.27K
Closed
$172K - $217K
0 $0
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-2.27K
- 2.65%
$172K - $217K
83.5K $6.72M
May 12, 2022 Q1 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-2.38K
Closed
$180K - $227K
0 $0
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-2.41K
- 0.17%
$182K - $230K
1.45M $117M
May 11, 2022 Q1 2022
Lafayette Investments, Inc.

SELL
 -
-2.43K
- 2.5%
$184K - $232K
94.8K $7.62M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-2.46K
- 2.83%
$186K - $235K
84.6K $6.8M
May 10, 2022 Q1 2022
Probity Advisors, Inc.

Dallas, TX
SELL
 -
-2.46K
Closed
$187K - $235K
0 $0
May 16, 2022 Q1 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-2.47K
Closed
$187K - $236K
0 $0
May 10, 2022 Q1 2022
Profund Advisors LLC

SELL
 -
-2.49K
- 10.52%
$189K - $238K
21.2K $1.7M
May 04, 2022 Q1 2022
Greenhaven Associates Inc

SELL
 -
-2.5K
- 11.11%
$189K - $239K
20K $1.61M
Apr 21, 2022 Q1 2022
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
SELL
 -
-2.51K
- 1.22%
$190K - $240K
203K $16.4M
May 13, 2022 Q1 2022
Hancock Whitney Investment Services Inc.

New Orleans, LA
SELL
 -
-2.51K
Closed
$190K - $240K
0 $0
May 16, 2022 Q1 2022
Deuterium Capital Management, LLC

SELL
 -
-2.53K
Closed
$192K - $242K
0 $0
May 04, 2022 Q1 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
SELL
 -
-2.54K
Closed
$192K - $243K
0 $0
May 16, 2022 Q1 2022
Delphia (Usa) Inc.

Toronto, A6
SELL
 -
-2.55K
Closed
$193K - $244K
0 $0
Apr 28, 2022 Q1 2022
Vision Capital Management, Inc.

Portland, OR
SELL
 -
-2.56K
Closed
$194K - $244K
0 $0
May 05, 2022 Q1 2022
Professional Financial Advisors, LLC

SELL
 -
-2.59K
- 16.57%
$196K - $248K
13K $1.05M
Apr 25, 2022 Q1 2022
Douglas Lane & Associates, LLC

SELL
 -
-2.59K
Closed
$196K - $248K
0 $0
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-2.6K
- 27.54%
$197K - $248K
6.83K $550K
Apr 14, 2022 Q1 2022
Chesley Taft & Associates LLC

SELL
 -
-2.61K
- 9.63%
$197K - $249K
24.5K $1.97M
May 03, 2022 Q1 2022
Calamos Wealth Management LLC

SELL
 -
-2.61K
- 2.64%
$197K - $249K
96K $7.72M
Apr 20, 2022 Q1 2022
West Oak Capital, LLC

SELL
 -
-2.66K
- 7.48%
$201K - $254K
32.8K $2.64M
Apr 11, 2022 Q1 2022
Ridgewood Investments LLC

SELL
 -
-2.66K
Closed
$201K - $254K
0 $0
May 04, 2022 Q1 2022
Manchester Financial Inc

SELL
 -
-2.68K
Closed
$203K - $256K
0 $0
May 05, 2022 Q1 2022
Stockman Wealth Management, Inc.

SELL
 -
-2.8K
- 4.22%
$212K - $267K
63.5K $5.11M
Apr 14, 2022 Q1 2022
Monument Capital Management

SELL
 -
-2.81K
Closed
$213K - $268K
0 $0
Apr 12, 2022 Q1 2022
Wedge Capital Management L L P

SELL
 -
-2.84K
Closed
$215K - $271K
0 $0
May 10, 2022 Q1 2022
Allen Capital Group, LLC

SELL
 -
-2.84K
- 16.84%
$215K - $271K
14K $1.13M
May 12, 2022 Q1 2022
Drw Securities, LLC

Chicago, IL
SELL
 -
-2.84K
Closed
$215K - $271K
0 $0
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

SELL
 -
-2.88K
- 39.28%
$218K - $276K
4.46K $359K
May 02, 2022 Q1 2022
Telos Capital Management, Inc.

SELL
 -
-2.9K
Closed
$220K - $277K
0 $0
May 13, 2022 Q1 2022
Fiduciary Group LLC

Savannah, GA
SELL
 -
-2.93K
- 4.48%
$221K - $279K
62.4K $5.02M

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