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 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-159- 26.11% |
$12K - $15.2K
|
450
$36.2K
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-161- 2.44% |
$12.2K - $15.4K
|
6.44K
$518K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-169- 5.41% |
$12.8K - $16.1K
|
2.96K
$238K
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-175- 3.54% |
$13.2K - $16.7K
|
4.76K
$383K
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-182- 0.89% |
$13.8K - $17.4K
|
20.3K
$1.64M
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-182- 3.53% |
$13.8K - $17.4K
|
4.98K
$400K
|
|
|
Apr 12, 2022
Q1 2022
|
Keene & Associates, Inc.
|
SELL
|
- |
-184- 3.73% |
$13.9K - $17.6K
|
4.75K
$382K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-185- 56.57% |
$14K - $17.7K
|
142
$11.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-186- 1.16% |
$14.1K - $17.8K
|
15.9K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-187- 0.07% |
$14.2K - $17.9K
|
256K
$20.6M
|
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-197- 3.85% |
$14.9K - $18.8K
|
4.92K
$396K
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-200- 6.88% |
$15.1K - $19.1K
|
2.71K
$218K
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-200- 0.13% |
$15.1K - $19.1K
|
155K
$12.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-200- 5.63% |
$15.1K - $19.1K
|
3.35K
$269K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-200Closed |
$15.1K - $19.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 3.51% |
$15.1K - $19.1K
|
5.5K
$442K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-203- 21.08% |
$15.4K - $19.4K
|
760
$61.1K
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-206- 5.51% |
$15.6K - $19.7K
|
3.53K
$284K
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-208- 0.91% |
$15.7K - $19.9K
|
22.7K
$1.83M
|
|
|
Apr 21, 2022
Q1 2022
|
Eastern Bank
|
SELL
|
- |
-208- 5.79% |
$15.7K - $19.9K
|
3.39K
$272K
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-217- 4.73% |
$16.4K - $20.7K
|
4.37K
$351K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-223- 7.28% |
$16.9K - $21.3K
|
2.84K
$228K
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-224- 1.88% |
$17K - $21.4K
|
11.7K
$942K
|
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-226- 5.18% |
$17.1K - $21.6K
|
4.14K
$333K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-230- 23.42% |
$17.4K - $22K
|
752
$60.5K
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-234- 8.96% |
$17.7K - $22.4K
|
2.38K
$191K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-235- 5.92% |
$17.8K - $22.4K
|
3.73K
$300K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-240Closed |
$18.2K - $22.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-248- 9.45% |
$18.8K - $23.7K
|
2.38K
$191K
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-248- 11.9% |
$18.8K - $23.7K
|
1.84K
$148K
|
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-248- 0.63% |
$18.8K - $23.7K
|
39K
$3.13M
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-252- 89.05% |
$19.1K - $24.1K
|
31
$2.49K
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
SELL
|
- |
-255- 20.32% |
$19.3K - $24.4K
|
1K
$80.4K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-257- 47.77% |
$19.5K - $24.6K
|
281
$22.6K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-258Closed |
$19.5K - $24.6K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-258- 2.85% |
$19.5K - $24.6K
|
8.81K
$709K
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-263- 8.11% |
$19.9K - $25.1K
|
2.98K
$240K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-275- 2.6% |
$20.8K - $26.3K
|
10.3K
$828K
|
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-278- 4.38% |
$21K - $26.6K
|
6.07K
$489K
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-279- 1.26% |
$21.1K - $26.7K
|
21.8K
$1.75M
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-281- 2.04% |
$21.3K - $26.8K
|
13.5K
$1.09M
|
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-286- 2.98% |
$21.6K - $27.3K
|
9.31K
$749K
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-290- 7.06% |
$22K - $27.7K
|
3.82K
$307K
|
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-291- 2.72% |
$22K - $27.8K
|
10.4K
$838K
|
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-300- 2.02% |
$22.7K - $28.7K
|
14.6K
$1.17M
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-300Closed |
$22.7K - $28.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-300- 2.23% |
$22.7K - $28.7K
|
13.1K
$1.06M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-314- 10.93% |
$23.8K - $30K
|
2.56K
$206K
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
SELL
|
- |
-315- 6.12% |
$23.8K - $30.1K
|
4.83K
$389K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-321- 2.99% |
$24.3K - $30.7K
|
10.4K
$836K
|