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 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-56- 0.26% |
$4.24K - $5.35K
|
21.6K
$1.74M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-56- 0.56% |
$4.24K - $5.35K
|
9.86K
$793K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-58Closed |
$4.39K - $5.54K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-59- 0.07% |
$4.47K - $5.64K
|
82.3K
$6.62M
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-60- 1.11% |
$4.54K - $5.73K
|
5.35K
$430K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-61- 0.77% |
$4.62K - $5.83K
|
7.87K
$633K
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-62- 1.66% |
$4.69K - $5.92K
|
3.67K
$295K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-62- 2.14% |
$4.69K - $5.92K
|
2.84K
$229K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-62- 1.08% |
$4.69K - $5.92K
|
5.7K
$459K
|
|
|
May 12, 2022
Q1 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-65- 0.26% |
$4.92K - $6.21K
|
25K
$2.01M
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-67- 2.35% |
$5.07K - $6.4K
|
2.79K
$224K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-71Closed |
$5.37K - $6.78K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-73- 3.94% |
$5.53K - $6.97K
|
1.78K
$143K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-74- 4.38% |
$5.6K - $7.07K
|
1.62K
$130K
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-75- 1.01% |
$5.68K - $7.16K
|
7.34K
$590K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-77- 2.36% |
$5.83K - $7.36K
|
3.19K
$256K
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-78Closed |
$5.9K - $7.45K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-80- 0.12% |
$6.06K - $7.64K
|
64.7K
$5.2M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-82- 1.85% |
$6.21K - $7.83K
|
4.34K
$349K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-85- 5.03% |
$6.43K - $8.12K
|
1.61K
$129K
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-86- 1.28% |
$6.51K - $8.22K
|
6.65K
$535K
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-90- 0.37% |
$6.81K - $8.6K
|
24.3K
$1.96M
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-98- 2.51% |
$7.42K - $9.36K
|
3.81K
$306K
|
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-100- 0.47% |
$7.57K - $9.55K
|
21.1K
$1.7M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-100- 1.74% |
$7.57K - $9.55K
|
5.66K
$455K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-100- 3.16% |
$7.57K - $9.55K
|
3.06K
$246K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-103- 1.31% |
$7.8K - $9.84K
|
7.78K
$626K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-103- 4.06% |
$7.8K - $9.84K
|
2.43K
$196K
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
SELL
|
- |
-103- 3.59% |
$7.8K - $9.84K
|
2.77K
$223K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-105- 1.61% |
$7.95K - $10K
|
6.4K
$515K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-105- 1.44% |
$7.95K - $10K
|
7.19K
$578K
|
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-107- 0.91% |
$8.1K - $10.2K
|
11.6K
$933K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-108Closed |
$8.17K - $10.3K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-109Closed |
$8.25K - $10.4K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-113Closed |
$8.55K - $10.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-114- 0.21% |
$8.63K - $10.9K
|
53.6K
$4.31M
|
|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-116- 1.23% |
$8.78K - $11.1K
|
9.31K
$749K
|
|
|
Apr 27, 2022
Q1 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-120- 0.29% |
$9.08K - $11.5K
|
41.1K
$3.31M
|
|
|
Apr 26, 2022
Q1 2022
|
Harrington Investments, Inc
|
SELL
|
- |
-120- 0.24% |
$9.08K - $11.5K
|
50.6K
$4.07M
|
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-123- 1.69% |
$9.31K - $11.8K
|
7.14K
$575K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-126- 0.22% |
$9.54K - $12K
|
57.7K
$4.64M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-132- 5.18% |
$9.99K - $12.6K
|
2.42K
$194K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-135- 3.88% |
$10.2K - $12.9K
|
3.34K
$269K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-139- 17.44% |
$10.5K - $13.3K
|
658
$52.9K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-141- 27.92% |
$10.7K - $13.5K
|
364
$29.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-141Closed |
$10.7K - $13.5K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-148- 0.36% |
$11.2K - $14.1K
|
40.8K
$3.28M
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-150- 2.7% |
$11.4K - $14.3K
|
5.41K
$435K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 21.1% |
$11.4K - $14.3K
|
561
$45.1K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-151- 0.82% |
$11.4K - $14.4K
|
18.2K
$1.46M
|