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
Verity Asset Management, Inc.

Durham, NC
BUY
 -
33.2K
+ 1097.72%
$2.51M - $3.17M
36.2K $2.91M
May 02, 2022 Q1 2022
Hnp Capital LLC

BUY
 -
32.6K
New
$2.47M - $3.11M
32.6K $2.62M
May 16, 2022 Q1 2022
Kerrisdale Advisers, LLC

Miami, FL
BUY
 -
32.6K
New
$2.46M - $3.11M
32.6K $2.62M
May 06, 2022 Q1 2022
Cordatus Wealth Management LLC

Newtown, PA
BUY
 -
32.2K
New
$2.44M - $3.08M
32.2K $2.59M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
32.1K
+ 761.99%
$2.43M - $3.07M
36.3K $2.92M
May 09, 2022 Q1 2022
Chapman Investment Management, LLC

BUY
 -
31.2K
+ 56.75%
$2.36M - $2.98M
86.1K $6.92M
May 12, 2022 Q1 2022
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
31.2K
New
$2.36M - $2.98M
31.2K $2.51M
May 13, 2022 Q1 2022
Natixis Investment Managers International

Paris, I0
BUY
 -
30.6K
New
$2.31M - $2.92M
30.6K $2.46M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
30.2K
New
$2.29M - $2.89M
30.2K $2.43M
May 13, 2022 Q1 2022
Dimensional Fund Advisors LP

Austin, TX
BUY
 -
30K
+ 0.87%
$2.27M - $2.87M
3.49M $281M
May 16, 2022 Q1 2022
Maltese Capital Management LLC

New York, NY
BUY
 -
30K
+ 75.0%
$2.27M - $2.87M
70K $5.63M
Apr 22, 2022 Q1 2022
Vantage Investment Partners, LLC

BUY
 -
29.6K
+ 36.45%
$2.24M - $2.83M
111K $8.92M
May 06, 2022 Q1 2022
Gam Holding Ag

BUY
 -
29.6K
+ 23.39%
$2.24M - $2.83M
156K $12.6M
May 13, 2022 Q1 2022
Pearl River Capital, LLC

Niles, MI
BUY
 -
29.6K
New
$2.24M - $2.83M
29.6K $2.38M
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
29.4K
+ 22.16%
$2.23M - $2.81M
162K $13M
May 13, 2022 Q1 2022
Cibc World Markets Corp

New York, NY
BUY
 -
28.8K
+ 8.89%
$2.18M - $2.75M
353K $28.4M
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
28.7K
+ 71.46%
$2.17M - $2.74M
68.7K $5.53M
May 10, 2022 Q1 2022
Phoenix Holdings Ltd.

Givatayim, L3
BUY
 -
28.5K
+ 597.65%
$2.15M - $2.72M
33.2K $2.67M
May 13, 2022 Q1 2022
Prudential PLC

London, England, X0
BUY
 -
27.9K
New
$2.11M - $2.66M
27.9K $2.24M
May 10, 2022 Q1 2022
Mirae Asset Global Investments Co., Ltd.

BUY
 -
27.5K
+ 6.41%
$2.08M - $2.63M
457K $36.7M
May 17, 2022 Q1 2022
Virtu Financial LLC

New York, NY
BUY
 -
27.4K
+ 750.84%
$2.07M - $2.62M
31K $2.5M
May 27, 2022 Q1 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
25.7K
New
$1.95M - $2.46M
25.7K $2.07M
May 12, 2022 Q1 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
25.2K
+ 1009.36%
$1.91M - $2.41M
27.7K $2.23M
May 13, 2022 Q1 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
24.4K
+ 6.07%
$1.85M - $2.34M
427K $34.4M
May 16, 2022 Q1 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
24.4K
+ 213.54%
$1.84M - $2.33M
35.8K $2.88M
Apr 27, 2022 Q1 2022
Dorsey Wright & Associates

BUY
 -
24.1K
New
$1.82M - $2.3M
24.1K $1.94M
Apr 29, 2022 Q1 2022
Nova Point Capital, LLC

BUY
 -
23.9K
New
$1.81M - $2.28M
23.9K $1.92M
May 13, 2022 Q1 2022
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
23.9K
+ 3.28%
$1.81M - $2.28M
752K $60.5M
May 13, 2022 Q1 2022
Uss Investment Management LTD

BUY
 -
23.9K
+ 6.48%
$1.81M - $2.28M
392K $31.6M
May 13, 2022 Q1 2022
Dakota Wealth Management

BUY
 -
22.8K
New
$1.73M - $2.18M
22.8K $1.84M
Jun 20, 2023 Q1 2022
Metropolitan Life Insurance CO

New York, NY
BUY
 -
22.4K
+ 32.84%
$1.7M - $2.14M
90.6K $7.29M
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
22.1K
New
$1.67M - $2.11M
22.1K $1.77M
May 25, 2022 Q1 2022
Genesee Capital Advisors, LLC

BUY
 -
22K
New
$1.67M - $2.11M
22K $1.77M
Apr 25, 2022 Q1 2022
Miracle Mile Advisors, LLC

BUY
 -
21.6K
+ 165.72%
$1.63M - $2.06M
34.6K $2.78M
May 13, 2022 Q1 2022
Epoch Investment Partners, Inc.

New York, NY
BUY
 -
21K
New
$1.59M - $2.01M
21K $1.69M
May 10, 2022 Q1 2022
Pro Share Advisors LLC

BUY
 -
20.4K
+ 4.84%
$1.55M - $1.95M
443K $35.6M
May 09, 2022 Q1 2022
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
19.7K
+ 4.86%
$1.49M - $1.88M
426K $34.3M
May 06, 2022 Q1 2022
Mufg Americas Holdings Corp

BUY
 -
19.7K
+ 6.97%
$1.49M - $1.88M
302K $24.3M
Dec 01, 2022 Q1 2022
Mufg Americas Holdings Corp

BUY
 -
19.7K
+ 6.97%
$1.49M - $1.88M
302K $24.3M
May 12, 2022 Q1 2022
Morse Asset Management, Inc

Darien, CT
BUY
 -
19.4K
+ 176.68%
$1.47M - $1.86M
30.4K $2.45M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
19.4K
+ 9.58%
$1.47M - $1.86M
222K $17.9M
May 11, 2022 Q1 2022
Fosun International LTD

BUY
 -
19.2K
+ 87.82%
$1.46M - $1.84M
41.1K $3.31M
May 12, 2022 Q1 2022
Amica Mutual Insurance CO

BUY
 -
18.8K
+ 40.16%
$1.42M - $1.8M
65.6K $5.28M
May 13, 2022 Q1 2022
Ergoteles LLC

New York, NY
BUY
 -
18.7K
+ 381.98%
$1.41M - $1.78M
23.5K $1.89M
Apr 28, 2022 Q1 2022
Avitas Wealth Management LLC

BUY
 -
17.8K
New
$1.35M - $1.7M
17.8K $1.43M
May 10, 2022 Q1 2022
Equity Investment Corp

Atlanta, GA
BUY
 -
17.5K
+ 1.96%
$1.32M - $1.67M
908K $73.1M
May 05, 2022 Q1 2022
Silvant Capital Management LLC

BUY
 -
17.4K
New
$1.32M - $1.66M
17.4K $1.4M
Apr 19, 2022 Q1 2022
Lincoln Capital Corp

BUY
 -
16.2K
+ 43.67%
$1.23M - $1.55M
53.4K $4.29M
May 11, 2022 Q1 2022
Duff & Phelps Investment Management CO

Chicago, IL
BUY
 -
16.1K
New
$1.22M - $1.54M
16.1K $1.29M

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