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
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.34K+ 4.68% |
$101K - $128K
|
30K
$2.41M
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
1.32K+ 0.33% |
$99.9K - $126K
|
398K
$32M
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
1.31K+ 238.5% |
$98.9K - $125K
|
1.86K
$149K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.28K+ 223.73% |
$97K - $122K
|
1.86K
$149K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.28K+ 0.7% |
$96.5K - $122K
|
182K
$14.7M
|
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.27K+ 11.55% |
$96.3K - $122K
|
12.3K
$988K
|
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.25K+ 0.68% |
$94.9K - $120K
|
185K
$14.9M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.24K+ 4.72% |
$93.6K - $118K
|
27.5K
$2.21M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.23K+ 5.01% |
$93.1K - $118K
|
25.8K
$2.07M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.22K+ 9.03% |
$92.2K - $116K
|
14.7K
$1.18M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.2K+ 19.16% |
$90.9K - $115K
|
7.47K
$601K
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.2K+ 1.66% |
$90.6K - $114K
|
73.4K
$5.91M
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.2K+ 0.53% |
$90.6K - $114K
|
225K
$18.1M
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.19K+ 10.29% |
$90.2K - $114K
|
12.8K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.18K+ 0.27% |
$89.5K - $113K
|
445K
$35.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1.18K+ 20.57% |
$89.4K - $113K
|
6.92K
$557K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.18K+ 9.39% |
$89K - $112K
|
13.7K
$1.1M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
1.17K+ 10.96% |
$88.6K - $112K
|
11.9K
$954K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.14K+ 1.95% |
$86.3K - $109K
|
59.5K
$4.78M
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.13K+ 27.92% |
$85.5K - $108K
|
5.18K
$417K
|
|
|
May 12, 2022
Q1 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.13K+ 3.38% |
$85.2K - $108K
|
34.5K
$2.77M
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
1.12KNew |
$84.8K - $107K
|
1.12K
$90.2K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
1.11K+ 34.55% |
$83.9K - $106K
|
4.32K
$347K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.09K+ 18.9% |
$82.7K - $104K
|
6.88K
$553K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.09K+ 17.59% |
$82.4K - $104K
|
7.27K
$585K
|
|
|
Apr 27, 2022
Q1 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.08K+ 10.64% |
$81.4K - $103K
|
11.2K
$899K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.06K+ 2.28% |
$80K - $101K
|
47.3K
$3.81M
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.03K+ 16.26% |
$78.1K - $98.6K
|
7.38K
$594K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1.03K+ 24.44% |
$78K - $98.4K
|
5.24K
$422K
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
1.02KNew |
$77.3K - $97.5K
|
1.02K
$82.1K
|
|
|
May 03, 2022
Q1 2022
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
1.02K+ 4.93% |
$76.8K - $97K
|
21.6K
$1.74M
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
BUY
|
- |
1K+ 30.3% |
$75.7K - $95.5K
|
4.3K
$346K
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1KNew |
$75.7K - $95.5K
|
1K
$80.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
998+ 10.87% |
$75.5K - $95.3K
|
10.2K
$819K
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
996+ 13.17% |
$75.4K - $95.1K
|
8.56K
$689K
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
963+ 0.2% |
$72.9K - $92K
|
481K
$38.7M
|
|
|
May 13, 2022
Q1 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
956+ 16.39% |
$72.4K - $91.3K
|
6.79K
$546K
|
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
937+ 3.64% |
$70.9K - $89.5K
|
26.7K
$2.14M
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
924+ 46.69% |
$69.9K - $88.3K
|
2.9K
$234K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
919+ 6.91% |
$69.6K - $87.8K
|
14.2K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
911+ 1.88% |
$69K - $87K
|
49.3K
$3.97M
|
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
906+ 0.78% |
$68.6K - $86.6K
|
116K
$9.37M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
844+ 1.88% |
$63.9K - $80.6K
|
45.8K
$3.69M
|
|
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
830+ 7.05% |
$62.8K - $79.3K
|
12.6K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
800+ 9.23% |
$60.6K - $76.4K
|
9.47K
$762K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
800+ 3.89% |
$60.6K - $76.4K
|
21.4K
$1.72M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
786+ 16.22% |
$59.5K - $75.1K
|
5.63K
$453K
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
753+ 98.3% |
$57K - $71.9K
|
1.52K
$122K
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
726+ 0.19% |
$55K - $69.4K
|
379K
$30.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
721+ 28.2% |
$54.6K - $68.9K
|
3.28K
$264K
|