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 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
218+ 0.53% |
$16.5K - $20.8K
|
41K
$3.3M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
217+ 6.25% |
$16.4K - $20.7K
|
3.69K
$297K
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
216+ 1.42% |
$16.3K - $20.6K
|
15.4K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
212+ 2.02% |
$16K - $20.3K
|
10.7K
$863K
|
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
210+ 7.53% |
$15.9K - $20.1K
|
3K
$241K
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
BUY
|
- |
205New |
$15.5K - $19.6K
|
205
$16.5K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
203+ 4.19% |
$15.4K - $19.4K
|
5.05K
$406K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
202+ 3.19% |
$15.3K - $19.3K
|
6.54K
$526K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
200+ 52.63% |
$15.1K - $19.1K
|
580
$46.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
200+ 4.61% |
$15.1K - $19.1K
|
4.54K
$365K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$15.1K - $19.1K
|
200
$16.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
197+ 0.11% |
$14.9K - $18.8K
|
184K
$14.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
196+ 2.59% |
$14.8K - $18.7K
|
7.75K
$624K
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
193+ 1.48% |
$14.6K - $18.4K
|
13.3K
$1.07M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
192+ 22.48% |
$14.5K - $18.3K
|
1.05K
$84.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
192+ 0.85% |
$14.5K - $18.3K
|
22.7K
$1.83M
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
192+ 9.49% |
$14.5K - $18.3K
|
2.22K
$178K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
187+ 6.01% |
$14.2K - $17.9K
|
3.3K
$265K
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
187+ 4.07% |
$14.2K - $17.9K
|
4.78K
$385K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
186+ 3.87% |
$14.1K - $17.8K
|
5K
$402K
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
182+ 7.5% |
$13.8K - $17.4K
|
2.61K
$210K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
181+ 1.04% |
$13.7K - $17.3K
|
17.7K
$1.42M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
180+ 6.34% |
$13.6K - $17.2K
|
3.02K
$243K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
180+ 4.54% |
$13.6K - $17.2K
|
4.14K
$333K
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
180+ 4.75% |
$13.6K - $17.2K
|
3.97K
$320K
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
176+ 16.56% |
$13.3K - $16.8K
|
1.24K
$99.7K
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
176+ 3.36% |
$13.3K - $16.8K
|
5.41K
$435K
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
175+ 1.29% |
$13.2K - $16.7K
|
13.7K
$1.1M
|
|
|
Apr 05, 2022
Q1 2022
|
Red Spruce Capital, LLC
|
BUY
|
- |
172+ 0.54% |
$13K - $16.4K
|
32.2K
$2.59M
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
168+ 2.85% |
$12.7K - $16K
|
6.06K
$487K
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
166+ 0.3% |
$12.6K - $15.9K
|
55.6K
$4.47M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
165+ 6.51% |
$12.5K - $15.8K
|
2.7K
$217K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
164+ 104.46% |
$12.4K - $15.7K
|
321
$25.8K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
159+ 22.05% |
$12K - $15.2K
|
880
$70.8K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
156+ 0.23% |
$11.8K - $14.9K
|
67.8K
$5.45M
|
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
153+ 1.22% |
$11.6K - $14.6K
|
12.7K
$1.02M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
153+ 5.14% |
$11.6K - $14.6K
|
3.13K
$252K
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
150New |
$11.4K - $14.3K
|
150
$12.1K
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
144+ 0.92% |
$10.9K - $13.8K
|
15.7K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
140+ 0.84% |
$10.6K - $13.4K
|
16.9K
$1.36M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
135+ 51.14% |
$10.2K - $12.9K
|
399
$32.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
133+ 2.99% |
$10.1K - $12.7K
|
4.58K
$368K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
133+ 3.05% |
$10.1K - $12.7K
|
4.49K
$361K
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
132+ 0.41% |
$9.99K - $12.6K
|
32.5K
$2.62M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
128New |
$9.69K - $12.2K
|
128
$10.3K
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
126+ 1.58% |
$9.54K - $12K
|
8.09K
$651K
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
BUY
|
- |
125+ 1.08% |
$9.46K - $11.9K
|
11.7K
$938K
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
125+ 2.86% |
$9.46K - $11.9K
|
4.5K
$362K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
125+ 0.61% |
$9.46K - $11.9K
|
20.6K
$1.65M
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
124+ 18.08% |
$9.39K - $11.8K
|
810
$65.2K
|