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 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
123+ 0.39% |
$9.31K - $11.8K
|
32K
$2.57M
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
121+ 7.18% |
$9.16K - $11.6K
|
1.81K
$145K
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
113+ 6.33% |
$8.55K - $10.8K
|
1.9K
$153K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
110New |
$8.33K - $10.5K
|
110
$8.85K
|
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
BUY
|
- |
109+ 0.18% |
$8.25K - $10.4K
|
62.2K
$5M
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
108+ 158.82% |
$8.17K - $10.3K
|
176
$14.2K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
108New |
$8.17K - $10.3K
|
108
$8.69K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
106+ 3.98% |
$8.02K - $10.1K
|
2.77K
$223K
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
101+ 0.4% |
$7.64K - $9.65K
|
25.7K
$2.06M
|
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
101+ 0.38% |
$7.64K - $9.65K
|
26.7K
$2.15M
|
|
|
May 10, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
100+ 0.18% |
$7.57K - $9.55K
|
56.2K
$4.52M
|
|
|
Apr 21, 2022
Q1 2022
|
Benin Management Corp
|
BUY
|
- |
100+ 4.0% |
$7.57K - $9.55K
|
2.6K
$209K
|
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
BUY
|
- |
99+ 1.42% |
$7.49K - $9.46K
|
7.07K
$568K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
99New |
$7.49K - $9.46K
|
99
$7.96K
|
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
BUY
|
- |
92+ 0.17% |
$6.96K - $8.79K
|
53.8K
$4.33M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
89+ 18.5% |
$6.74K - $8.5K
|
570
$45.9K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
88+ 0.07% |
$6.66K - $8.41K
|
132K
$10.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
87+ 4.49% |
$6.59K - $8.31K
|
2.02K
$163K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
79+ 0.56% |
$5.98K - $7.55K
|
14.1K
$1.13M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
75+ 1.39% |
$5.68K - $7.16K
|
5.48K
$441K
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
74+ 1.09% |
$5.6K - $7.07K
|
6.88K
$554K
|
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
74+ 0.36% |
$5.6K - $7.07K
|
20.6K
$1.65M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
72+ 2.0% |
$5.45K - $6.88K
|
3.67K
$295K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
71+ 0.56% |
$5.37K - $6.78K
|
12.8K
$1.03M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
69New |
$5.22K - $6.59K
|
69
$5.55K
|
|
|
May 12, 2022
Q1 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
68+ 1.04% |
$5.15K - $6.5K
|
6.58K
$529K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
65New |
$4.92K - $6.21K
|
65
$5.23K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
65+ 26.0% |
$4.92K - $6.21K
|
315
$25.3K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
65+ 1.58% |
$4.92K - $6.21K
|
4.18K
$336K
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
64+ 2.3% |
$4.84K - $6.11K
|
2.85K
$229K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
59+ 1.42% |
$4.47K - $5.64K
|
4.22K
$339K
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
58+ 0.02% |
$4.39K - $5.54K
|
263K
$21.1M
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
58+ 1.74% |
$4.39K - $5.54K
|
3.38K
$272K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
55+ 0.72% |
$4.16K - $5.25K
|
7.71K
$620K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
54+ 0.5% |
$4.09K - $5.16K
|
10.8K
$867K
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
52New |
$3.94K - $4.97K
|
52
$4.18K
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
52+ 0.06% |
$3.94K - $4.97K
|
91.3K
$7.34M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
51+ 0.36% |
$3.86K - $4.87K
|
14.4K
$1.16M
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
50+ 0.39% |
$3.78K - $4.78K
|
12.9K
$1.04M
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
47New |
$3.56K - $4.49K
|
47
$3.78K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
44New |
$3.33K - $4.2K
|
44
$3.54K
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
43+ 1.56% |
$3.25K - $4.11K
|
2.8K
$225K
|
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
37New |
$2.8K - $3.53K
|
37
$2.98K
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
36+ 0.15% |
$2.72K - $3.44K
|
24.5K
$1.97M
|
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
34+ 0.7% |
$2.57K - $3.25K
|
4.92K
$396K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 0.59% |
$2.35K - $2.96K
|
5.29K
$426K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
31+ 0.5% |
$2.35K - $2.96K
|
6.29K
$506K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
30New |
$2.27K - $2.87K
|
30
$2.41K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
29+ 1.56% |
$2.2K - $2.77K
|
1.88K
$152K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
28+ 0.09% |
$2.12K - $2.67K
|
31.4K
$2.53M
|