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 21, 2022
Q1 2022
|
Strs Ohio
|
BUY
|
- |
70.2K+ 5.44% |
$5.31M - $6.7M
|
1.36M
$109M
|
|
May 09, 2022
Q1 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
69.6K+ 10.31% |
$5.27M - $6.65M
|
745K
$59.9M
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
69.2K+ 14.86% |
$5.24M - $6.61M
|
535K
$43M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66.7K+ 45.76% |
$5.05M - $6.37M
|
212K
$17.1M
|
|
May 13, 2022
Q1 2022
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
65K+ 144.44% |
$4.92M - $6.21M
|
110K
$8.85M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
65KNew |
$4.92M - $6.21M
|
65K
$5.23M
|
|
Apr 19, 2022
Q1 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
63.4KNew |
$4.8M - $6.06M
|
63.4K
$5.1M
|
|
May 16, 2022
Q1 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
63.2KNew |
$4.78M - $6.04M
|
63.2K
$5.08M
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
61.8K+ 1472.19% |
$4.68M - $5.9M
|
66K
$5.31M
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
61.5KNew |
$4.65M - $5.87M
|
61.5K
$4.95M
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
60.2K+ 3.72% |
$4.56M - $5.75M
|
1.68M
$135M
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
BUY
|
- |
59.2K+ 9.37% |
$4.48M - $5.66M
|
691K
$55.6M
|
|
May 05, 2022
Q1 2022
|
Ams Capital Ltda
|
BUY
|
- |
58.9KNew |
$4.46M - $5.62M
|
58.9K
$4.73M
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
58.4KNew |
$4.42M - $5.58M
|
58.4K
$4.69M
|
|
May 16, 2022
Q1 2022
|
Interval Partners, LP
New York, NY |
BUY
|
- |
58.1KNew |
$4.39M - $5.55M
|
58.1K
$4.67M
|
|
May 11, 2022
Q1 2022
|
Lgt Group Foundation
|
BUY
|
- |
57.3KNew |
$4.34M - $5.48M
|
57.3K
$4.61M
|
|
May 06, 2022
Q1 2022
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
56.7KNew |
$4.3M - $5.42M
|
56.7K
$4.56M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
56.7K+ 10.5% |
$4.29M - $5.41M
|
597K
$48M
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
56.6K+ 59.45% |
$4.28M - $5.41M
|
152K
$12.2M
|
|
May 16, 2022
Q1 2022
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
56K+ 16.88% |
$4.24M - $5.35M
|
388K
$31.2M
|
|
May 16, 2022
Q1 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
55.9K+ 1063.15% |
$4.23M - $5.34M
|
61.2K
$4.92M
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
53.9KNew |
$4.08M - $5.15M
|
53.9K
$4.33M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
53.6KNew |
$4.05M - $5.12M
|
53.6K
$4.31M
|
|
May 13, 2022
Q1 2022
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
BUY
|
- |
53K+ 3.67% |
$4.01M - $5.07M
|
1.5M
$121M
|
|
May 16, 2022
Q1 2022
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
52.8K+ 7.89% |
$3.99M - $5.04M
|
722K
$58.1M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
52.6K+ 117.8% |
$3.98M - $5.02M
|
97.2K
$7.82M
|
|
May 13, 2022
Q1 2022
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
50.2K+ 6.26% |
$3.8M - $4.8M
|
853K
$68.6M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
49.8K+ 8.84% |
$3.77M - $4.76M
|
613K
$49.3M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.6K+ 12.04% |
$3.76M - $4.74M
|
462K
$37.1M
|
|
May 16, 2022
Q1 2022
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
49.4KNew |
$3.74M - $4.72M
|
49.4K
$3.97M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
49K+ 4.01% |
$3.71M - $4.68M
|
1.27M
$102M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46K+ 1.52% |
$3.48M - $4.39M
|
3.07M
$247M
|
|
May 12, 2022
Q1 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
45.8K+ 14.45% |
$3.46M - $4.37M
|
363K
$29.2M
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
45K+ 9.05% |
$3.4M - $4.3M
|
542K
$43.6M
|
|
Apr 13, 2022
Q1 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
44.9K+ 23.07% |
$3.4M - $4.29M
|
240K
$19.3M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
42.5K+ 3.1% |
$3.22M - $4.06M
|
1.42M
$114M
|
|
May 13, 2022
Q1 2022
|
Ing Groep Nv
|
BUY
|
- |
42.3K+ 21.56% |
$3.2M - $4.04M
|
239K
$19.2M
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
41.3K+ 2.17% |
$3.13M - $3.95M
|
1.95M
$157M
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
BUY
|
- |
40.2K+ 2.76% |
$3.05M - $3.84M
|
1.5M
$121M
|
|
May 16, 2022
Q1 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
40KNew |
$3.03M - $3.82M
|
40K
$3.22M
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
BUY
|
- |
38.5K+ 46.61% |
$2.91M - $3.68M
|
121K
$9.74M
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
38.5KNew |
$2.91M - $3.68M
|
38.5K
$3.1M
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
38.4KNew |
$2.91M - $3.67M
|
38.4K
$3.09M
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
38.1K+ 66.47% |
$2.88M - $3.64M
|
95.4K
$7.67M
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
37.2KNew |
$2.82M - $3.56M
|
37.2K
$2.99M
|
|
May 16, 2022
Q1 2022
|
Stamina Capital Management LP
New York, NY |
BUY
|
- |
36.9K+ 9.85% |
$2.79M - $3.52M
|
412K
$33.1M
|
|
Apr 29, 2022
Q1 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
36KNew |
$2.73M - $3.44M
|
36K
$2.9M
|
|
May 12, 2022
Q1 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
35.7K+ 151.67% |
$2.71M - $3.41M
|
59.3K
$4.77M
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
34.8K+ 837.52% |
$2.64M - $3.33M
|
39K
$3.14M
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
34.4K+ 58.43% |
$2.61M - $3.29M
|
93.4K
$7.51M
|