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 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.43KNew |
$184K - $232K
|
2.43K
$195K
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.43KNew |
$184K - $232K
|
2.43K
$195K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.4KNew |
$182K - $229K
|
2.4K
$192K
|
|
|
May 11, 2022
Q1 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
2.39K+ 43.53% |
$181K - $229K
|
7.89K
$632K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
2.38KNew |
$180K - $227K
|
2.38K
$191K
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.37K+ 67.64% |
$180K - $227K
|
5.88K
$471K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.35K+ 4.96% |
$178K - $224K
|
49.7K
$3.98M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.34KNew |
$177K - $223K
|
2.34K
$187K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.33K+ 9.49% |
$177K - $223K
|
26.9K
$2.16M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.33K+ 79.55% |
$176K - $223K
|
5.26K
$421K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.33K+ 42.06% |
$176K - $223K
|
7.87K
$631K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.25K+ 12.98% |
$170K - $215K
|
19.6K
$1.57M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.25K+ 7.2% |
$170K - $215K
|
33.5K
$2.68M
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.18KNew |
$165K - $208K
|
2.18K
$174K
|
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.13K+ 1.07% |
$161K - $203K
|
201K
$16.1M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.06K+ 6.01% |
$156K - $196K
|
36.2K
$2.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.04K+ 5.79% |
$154K - $195K
|
37.3K
$2.99M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2K+ 26.63% |
$151K - $191K
|
9.5K
$761K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.97K+ 18.99% |
$149K - $188K
|
12.3K
$989K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.92K+ 2.34% |
$145K - $184K
|
84.1K
$6.74M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.91K+ 8.29% |
$145K - $183K
|
25K
$2M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.9K+ 18.87% |
$144K - $182K
|
12K
$959K
|
|
|
May 16, 2022
Q1 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
1.86K+ 0.17% |
$141K - $178K
|
1.08M
$86.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.86K+ 22.57% |
$141K - $178K
|
10.1K
$810K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.84K+ 36.19% |
$140K - $176K
|
6.94K
$556K
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.7K+ 11.52% |
$129K - $162K
|
16.5K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.69K+ 17.71% |
$128K - $161K
|
11.2K
$900K
|
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
BUY
|
- |
1.69K+ 3.69% |
$128K - $161K
|
47.3K
$3.79M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 5.65% |
$127K - $160K
|
31.3K
$2.51M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.67K+ 20.33% |
$126K - $160K
|
9.89K
$792K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.65K+ 45.19% |
$125K - $158K
|
5.31K
$425K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.65K+ 2.93% |
$125K - $157K
|
57.9K
$4.64M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.61K+ 2.27% |
$122K - $154K
|
72.8K
$5.83M
|
|
|
May 16, 2022
Q1 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
1.6K+ 4.55% |
$121K - $153K
|
36.8K
$2.94M
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.6K+ 2.43% |
$121K - $152K
|
67.1K
$5.38M
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$118K - $149K
|
1.56K
$125K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.53K+ 42.09% |
$116K - $146K
|
5.16K
$414K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.52K+ 47.37% |
$115K - $145K
|
4.74K
$380K
|
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.5K+ 0.6% |
$113K - $143K
|
249K
$20M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.48K+ 49.72% |
$112K - $142K
|
4.47K
$358K
|
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
BUY
|
- |
1.47K+ 5.45% |
$111K - $140K
|
28.5K
$2.28M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.47K+ 15.57% |
$111K - $140K
|
10.9K
$871K
|
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.46K+ 1.63% |
$111K - $139K
|
90.9K
$7.28M
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.45K+ 7.5% |
$110K - $139K
|
20.8K
$1.67M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.43K+ 5.12% |
$108K - $137K
|
29.4K
$2.36M
|
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.4K+ 54.26% |
$106K - $134K
|
3.98K
$319K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 20.1% |
$105K - $133K
|
8.32K
$667K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.39KNew |
$105K - $133K
|
1.39K
$111K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.38K+ 0.5% |
$104K - $132K
|
280K
$22.4M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.36K+ 4.76% |
$103K - $130K
|
30K
$2.4M
|