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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
6.16KNew |
$466K - $588K
|
6.16K
$495K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.09K+ 74.13% |
$461K - $582K
|
14.3K
$1.15M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
6.09K+ 68.51% |
$461K - $581K
|
15K
$1.2M
|
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
6.02K+ 1.27% |
$455K - $575K
|
478K
$38.5M
|
|
|
May 13, 2022
Q1 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
5.7KNew |
$431K - $545K
|
5.7K
$459K
|
|
|
May 10, 2022
Q1 2022
|
Parametrica Management LTD
|
BUY
|
- |
5.67KNew |
$429K - $542K
|
5.67K
$456K
|
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
5.59KNew |
$423K - $534K
|
5.59K
$449K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.49K+ 11.21% |
$416K - $525K
|
54.5K
$4.38M
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
5.44K+ 13.96% |
$412K - $519K
|
44.4K
$3.57M
|
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
5.37KNew |
$407K - $513K
|
5.37K
$432K
|
|
|
Apr 13, 2022
Q1 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
5.12K+ 75.51% |
$388K - $489K
|
11.9K
$958K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
5.12K+ 6.8% |
$388K - $489K
|
80.5K
$6.47M
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
5.1KNew |
$386K - $487K
|
5.1K
$410K
|
|
|
Apr 27, 2022
Q1 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.1K+ 170.0% |
$386K - $487K
|
8.1K
$652K
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
5.09K+ 0.95% |
$385K - $486K
|
543K
$43.7M
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
5.06K+ 28.34% |
$383K - $483K
|
22.9K
$1.84M
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
5K+ 1.63% |
$379K - $478K
|
312K
$25.1M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
4.98K+ 4.05% |
$377K - $476K
|
128K
$10.3M
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
4.79KNew |
$363K - $458K
|
4.79K
$385K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
4.78K+ 3.91% |
$362K - $456K
|
127K
$10.2M
|
|
|
Apr 11, 2022
Q1 2022
|
Everence Capital Management Inc
|
BUY
|
- |
4.77K+ 12.32% |
$361K - $456K
|
43.5K
$3.5M
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
4.74K+ 2.23% |
$359K - $453K
|
217K
$17.5M
|
|
|
May 16, 2022
Q1 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
4.73KNew |
$358K - $451K
|
4.73K
$380K
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.69K+ 2.74% |
$355K - $448K
|
176K
$14.2M
|
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.55K+ 169.87% |
$344K - $435K
|
7.23K
$581K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.54K+ 47.04% |
$344K - $434K
|
14.2K
$1.14M
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
4.53K+ 23.61% |
$342K - $432K
|
23.7K
$1.91M
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
4.49K+ 30.94% |
$340K - $429K
|
19K
$1.53M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.47K+ 12.87% |
$338K - $427K
|
39.2K
$3.16M
|
|
|
Dec 09, 2024
Q1 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
4.47K+ 0.96% |
$338K - $427K
|
468K
$37.7M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
4.41K+ 15.3% |
$334K - $421K
|
33.2K
$2.67M
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
4.41KNew |
$334K - $421K
|
4.41K
$355K
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
4.35KNew |
$329K - $415K
|
4.35K
$350K
|
|
|
Apr 21, 2022
Q1 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
4.33K+ 10.3% |
$328K - $414K
|
46.4K
$3.73M
|
|
|
Apr 27, 2022
Q1 2022
|
Qvr LLC
|
BUY
|
- |
4.32KNew |
$327K - $413K
|
4.32K
$348K
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.26K+ 684.08% |
$322K - $406K
|
4.88K
$392K
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
4.24KNew |
$321K - $405K
|
4.24K
$341K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
4.24KNew |
$321K - $405K
|
4.24K
$341K
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.18K+ 30.37% |
$317K - $400K
|
18K
$1.44M
|
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
4.16KNew |
$315K - $398K
|
4.16K
$335K
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.15K+ 4.23% |
$314K - $397K
|
102K
$8.24M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.11KNew |
$311K - $393K
|
4.11K
$331K
|
|
|
May 05, 2022
Q1 2022
|
Hosking Partners LLP
|
BUY
|
- |
4.09K+ 0.48% |
$310K - $391K
|
866K
$69.6M
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.06K+ 37.02% |
$307K - $388K
|
15K
$1.21M
|
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.06K+ 65.48% |
$307K - $388K
|
10.3K
$825K
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.02KNew |
$304K - $384K
|
4.02K
$323K
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.98K+ 15.22% |
$301K - $380K
|
30.1K
$2.42M
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.96K+ 38.14% |
$299K - $378K
|
14.3K
$1.15M
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.83KNew |
$290K - $365K
|
3.83K
$308K
|
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.81K+ 2.39% |
$288K - $364K
|
163K
$13.1M
|