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 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
10.2K+ 20.85% |
$775K - $979K
|
59.4K
$4.78M
|
|
|
Apr 21, 2022
Q1 2022
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
10K+ 6.25% |
$757K - $955K
|
170K
$13.7M
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
9.9KNew |
$749K - $946K
|
9.9K
$797K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
9.74K+ 0.74% |
$737K - $930K
|
1.32M
$106M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
9.67K+ 265.77% |
$732K - $923K
|
13.3K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.65K+ 50.14% |
$730K - $922K
|
28.9K
$2.32M
|
|
|
Apr 27, 2022
Q1 2022
|
Mizuho Markets Cayman LP
|
BUY
|
- |
9.62K+ 107.67% |
$728K - $919K
|
18.5K
$1.49M
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
9.54KNew |
$722K - $912K
|
9.54K
$768K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.32K+ 17.14% |
$705K - $890K
|
63.7K
$5.12M
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
9.11KNew |
$690K - $870K
|
9.11K
$733K
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
9.11KNew |
$690K - $870K
|
9.11K
$733K
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9.11K+ 69.77% |
$689K - $870K
|
22.2K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
9.1K+ 13.4% |
$689K - $869K
|
77K
$6.19M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
9.1K+ 51.24% |
$689K - $869K
|
26.9K
$2.16M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
9.05K+ 34.35% |
$685K - $864K
|
35.4K
$2.85M
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
9.02K+ 20.52% |
$683K - $862K
|
53K
$4.26M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.97K+ 11.89% |
$679K - $857K
|
84.4K
$6.79M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.77K+ 4.16% |
$663K - $837K
|
220K
$17.7M
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
8.71KNew |
$659K - $832K
|
8.71K
$700K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
8.67K+ 1037.72% |
$656K - $828K
|
9.5K
$764K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.48K+ 112.73% |
$642K - $810K
|
16K
$1.29M
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8.4K+ 4.18% |
$636K - $802K
|
209K
$16.8M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.25K+ 108.48% |
$624K - $788K
|
15.8K
$1.27M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
8.17KNew |
$618K - $780K
|
8.17K
$657K
|
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
7.89KNew |
$597K - $753K
|
7.89K
$634K
|
|
|
May 13, 2022
Q1 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
7.79K+ 0.68% |
$590K - $744K
|
1.15M
$92.2M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.71K+ 11.27% |
$584K - $737K
|
76.1K
$6.12M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.68K+ 5.84% |
$581K - $733K
|
139K
$11.2M
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
7.61K+ 48.2% |
$576K - $727K
|
23.4K
$1.88M
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.6K+ 102.61% |
$575K - $726K
|
15K
$1.21M
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
7.56K+ 84.62% |
$572K - $722K
|
16.5K
$1.33M
|
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
7.52KNew |
$569K - $718K
|
7.52K
$605K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
7.48K+ 4.8% |
$566K - $714K
|
163K
$13.1M
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
7.47KNew |
$566K - $714K
|
7.47K
$601K
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
7.46KNew |
$564K - $712K
|
7.46K
$600K
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
7.43K+ 11.42% |
$562K - $710K
|
72.4K
$5.83M
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
7.42K+ 142.56% |
$562K - $709K
|
12.6K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.3KNew |
$553K - $697K
|
7.3K
$587K
|
|
|
Apr 29, 2022
Q1 2022
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
7.16KNew |
$542K - $684K
|
7.16K
$576K
|
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7.12K+ 1833.76% |
$539K - $680K
|
7.5K
$604K
|
|
|
May 03, 2022
Q1 2022
|
Torray LLC
|
BUY
|
- |
7.1K+ 10.69% |
$538K - $678K
|
73.6K
$5.92M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
7.07K+ 16.69% |
$535K - $675K
|
49.4K
$3.97M
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
6.91K+ 7.77% |
$523K - $660K
|
95.8K
$7.71M
|
|
|
May 12, 2022
Q1 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
6.9K+ 16.32% |
$522K - $659K
|
49.2K
$3.96M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.89K+ 101.35% |
$521K - $658K
|
13.7K
$1.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
6.76K+ 54.12% |
$512K - $646K
|
19.3K
$1.55M
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
6.75KNew |
$511K - $645K
|
6.75K
$543K
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.6K+ 14.31% |
$499K - $630K
|
52.7K
$4.24M
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6.34K+ 2.17% |
$480K - $606K
|
298K
$24M
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
6.16K+ 0.77% |
$466K - $588K
|
807K
$64.9M
|