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 12, 2022 Q1 2022
Banco Bilbao Vizcaya Argentaria, S.A.

SELL
 -
-2.94K
- 4.42%
$222K - $280K
63.5K $5.11M
Apr 05, 2022 Q1 2022
Appleton Partners Inc

SELL
 -
-2.98K
- 9.43%
$225K - $284K
28.6K $2.3M
Apr 18, 2022 Q1 2022
Eagle Ridge Investment Management

SELL
 -
-2.99K
- 0.81%
$226K - $285K
366K $29.4M
Jun 15, 2022 Q1 2022
Westbourne Investment Advisors, Inc.

SELL
 -
-3.06K
- 2.94%
$231K - $292K
101K $8.11M
May 12, 2022 Q1 2022
Great West Life Assurance CO

Winnipeg, A2
SELL
 -
-3.11K
- 0.29%
$236K - $297K
1.07M $86.1M
May 10, 2022 Q1 2022
Td Asset Management Inc

SELL
 -
-3.15K
- 0.36%
$239K - $301K
866K $69.7M
Apr 04, 2022 Q1 2022
Private Asset Management Inc

SELL
 -
-3.17K
- 9.96%
$240K - $303K
28.6K $2.3M
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-3.28K
Closed
$248K - $313K
0 $0
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-3.3K
- 25.53%
$250K - $315K
9.63K $774K
May 10, 2022 Q1 2022
Elo Mutual Pension Insurance CO

SELL
 -
-3.33K
- 3.03%
$252K - $318K
106K $8.56M
May 13, 2022 Q1 2022
Edgestream Partners, L.P.

Princeton, NJ
SELL
 -
-3.37K
- 43.34%
$255K - $322K
4.4K $354K
Apr 25, 2022 Q1 2022
Menard Financial Group LLC

Houston, TX
SELL
 -
-3.39K
Closed
$257K - $324K
0 $0
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-3.43K
- 35.0%
$260K - $328K
6.37K $512K
May 13, 2022 Q1 2022
Lazard Asset Management LLC

New York, NY
SELL
 -
-3.43K
- 0.32%
$260K - $328K
1.08M $87.2M
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-3.48K
Closed
$263K - $332K
0 $0
May 11, 2022 Q1 2022
Equius Partners, Inc.

SELL
 -
-3.5K
Closed
$265K - $334K
0 $0
May 06, 2022 Q1 2022
Cohen Capital Management, Inc.

SELL
 -
-3.5K
- 1.49%
$265K - $334K
231K $18.6M
Apr 29, 2022 Q1 2022
Yorktown Management & Research CO Inc

SELL
 -
-3.58K
Closed
$271K - $342K
0 $0
Jul 31, 2024 Q1 2022
First American Bank

Dundee, IL
SELL
 -
-3.61K
- 5.99%
$273K - $345K
56.7K $4.56M
May 16, 2022 Q1 2022
Williams Jones Wealth Management, Llc.

New York, NY
SELL
 -
-3.63K
- 10.11%
$275K - $347K
32.3K $2.6M
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
SELL
 -
-3.66K
- 3.07%
$277K - $350K
116K $9.31M
Nov 18, 2022 Q1 2022
Citizens Business Bank

Ontario, CA
SELL
 -
-3.8K
- 6.37%
$288K - $363K
55.9K $4.5M
Apr 21, 2022 Q1 2022
Waddell & Associates, LLC

SELL
 -
-3.81K
- 53.38%
$289K - $364K
3.33K $268K
Apr 11, 2022 Q1 2022
Evanson Asset Management, LLC

SELL
 -
-3.86K
Closed
$292K - $369K
0 $0
Apr 21, 2022 Q1 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-3.9K
Closed
$295K - $373K
0 $0
May 16, 2022 Q1 2022
Hbk Investments L P

Dallas, TX
SELL
 -
-3.94K
Closed
$298K - $376K
0 $0
May 16, 2022 Q1 2022
Ivy Lane Capital Management, LLC

Winter Park, FL
SELL
 -
-4K
- 2.44%
$303K - $382K
160K $12.9M
Apr 20, 2022 Q1 2022
Gemmer Asset Management LLC

SELL
 -
-4.01K
- 24.19%
$304K - $383K
12.6K $1.01M
May 10, 2022 Q1 2022
Lebenthal Global Advisors, LLC

SELL
 -
-4.03K
Closed
$305K - $385K
0 $0
May 10, 2022 Q1 2022
Biechele Royce Advisors

SELL
 -
-4.05K
- 3.73%
$306K - $387K
104K $8.4M
Apr 18, 2022 Q1 2022
North Crest Asset Manangement, LLC

SELL
 -
-4.12K
- 21.7%
$312K - $393K
14.9K $1.2M
May 13, 2022 Q1 2022
Bridgefront Capital, LLC

Austin, TX
SELL
 -
-4.13K
Closed
$313K - $395K
0 $0
Apr 06, 2022 Q1 2022
First Hawaiian Bank

SELL
 -
-4.24K
- 3.83%
$321K - $405K
107K $8.57M
May 16, 2022 Q1 2022
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-4.24K
- 8.15%
$321K - $405K
47.8K $3.84M
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-4.25K
- 9.71%
$322K - $406K
39.5K $3.18M
May 16, 2022 Q1 2022
Alpha Paradigm Partners, LLC

Chicago, IL
SELL
 -
-4.3K
Closed
$325K - $411K
0 $0
Apr 01, 2022 Q1 2022
New Mexico Educational Retirement Board

SELL
 -
-4.3K
- 4.69%
$325K - $411K
87.4K $7.03M
May 13, 2022 Q1 2022
Utah Retirement Systems

Salt Lake City, UT
SELL
 -
-4.3K
- 1.58%
$325K - $411K
269K $21.6M
Apr 14, 2022 Q1 2022
Unigestion Holding Sa

SELL
 -
-4.36K
- 19.92%
$330K - $417K
17.5K $1.41M
May 16, 2022 Q1 2022
Connacht Asset Management LP

New York, NY
SELL
 -
-4.36K
Closed
$330K - $417K
0 $0
May 12, 2022 Q1 2022
Group One Trading, L.P.

Chicago, IL
SELL
 -
-4.42K
Closed
$335K - $423K
0 $0
Apr 18, 2022 Q1 2022
Carmel Capital Partners, LLC

SELL
 -
-4.43K
- 23.8%
$335K - $423K
14.2K $1.14M
May 12, 2022 Q1 2022
Becker Capital Management Inc

SELL
 -
-4.49K
- 0.62%
$340K - $429K
721K $58M
May 16, 2022 Q1 2022
Sg3 Management, LLC

Dorado, PR
SELL
 -
-4.5K
Closed
$341K - $430K
0 $0
Apr 25, 2022 Q1 2022
Pfg Private Wealth Management, LLC

SELL
 -
-4.54K
- 96.39%
$343K - $433K
170 $13.7K
Apr 28, 2022 Q1 2022
Financial Counselors Inc

SELL
 -
-4.57K
- 2.79%
$346K - $436K
159K $12.8M
May 12, 2022 Q1 2022
Citizens Financial Group Inc

SELL
 -
-4.67K
- 2.83%
$353K - $446K
160K $12.9M
May 16, 2022 Q1 2022
Prelude Capital Management, LLC

New York, NY
SELL
 -
-4.83K
Closed
$365K - $461K
0 $0
May 13, 2022 Q1 2022
Alerus Financial Na

Grand Forks, ND
SELL
 -
-4.86K
- 16.25%
$368K - $464K
25.1K $2.02M

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