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 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-322- 1.45% |
$24.4K - $30.8K
|
22K
$1.77M
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-323- 3.37% |
$24.4K - $30.9K
|
9.28K
$746K
|
|
|
Apr 14, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-348- 0.25% |
$26.3K - $33.2K
|
136K
$11M
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-350- 6.9% |
$26.5K - $33.4K
|
4.72K
$380K
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-355- 2.13% |
$26.9K - $33.9K
|
16.3K
$1.31M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-357- 2.57% |
$27K - $34.1K
|
13.6K
$1.09M
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
SELL
|
- |
-360- 6.45% |
$27.2K - $34.4K
|
5.22K
$420K
|
|
|
Apr 25, 2022
Q1 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-375- 3.42% |
$28.4K - $35.8K
|
10.6K
$853K
|
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-375- 1.16% |
$28.4K - $35.8K
|
32K
$2.57M
|
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-379- 11.44% |
$28.7K - $36.2K
|
2.93K
$236K
|
|
|
May 11, 2022
Q1 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-381- 11.15% |
$28.8K - $36.4K
|
3.04K
$244K
|
|
|
May 16, 2022
Q1 2022
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-381- 11.15% |
$28.8K - $36.4K
|
3.04K
$244K
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-382- 0.84% |
$28.9K - $36.5K
|
45K
$3.62M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-389- 10.04% |
$29.4K - $37.2K
|
3.49K
$280K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-390- 2.22% |
$29.5K - $37.3K
|
17.2K
$1.38M
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
SELL
|
- |
-397- 13.54% |
$30K - $37.9K
|
2.53K
$204K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-400Closed |
$30.3K - $38.2K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-401- 12.35% |
$30.4K - $38.3K
|
2.85K
$229K
|
|
|
May 12, 2022
Q1 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-417- 3.23% |
$31.6K - $39.8K
|
12.5K
$1M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-421- 1.48% |
$31.9K - $40.2K
|
28K
$2.26M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-424- 71.38% |
$32.1K - $40.5K
|
170
$13.7K
|
|
|
Apr 11, 2022
Q1 2022
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-437- 1.2% |
$33.1K - $41.7K
|
36K
$2.89M
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-437- 6.77% |
$33.1K - $41.7K
|
6.02K
$484K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-453- 3.92% |
$34.3K - $43.3K
|
11.1K
$893K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-455- 9.12% |
$34.4K - $43.5K
|
4.53K
$365K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-467- 7.43% |
$35.3K - $44.6K
|
5.82K
$468K
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-469- 2.74% |
$35.5K - $44.8K
|
16.6K
$1.34M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-470- 24.42% |
$35.6K - $44.9K
|
1.46K
$117K
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-471- 2.81% |
$35.6K - $45K
|
16.3K
$1.31M
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-482- 18.44% |
$36.5K - $46K
|
2.13K
$171K
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-496- 3.88% |
$37.5K - $47.4K
|
12.3K
$989K
|
|
|
May 10, 2022
Q1 2022
|
Hedges Asset Management LLC
|
SELL
|
- |
-500- 2.7% |
$37.8K - $47.8K
|
18K
$1.45M
|
|
|
May 12, 2022
Q1 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-500- 7.09% |
$37.8K - $47.8K
|
6.55K
$527K
|
|
|
May 10, 2022
Q1 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-500- 5.71% |
$37.8K - $47.8K
|
8.25K
$664K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-504- 25.0% |
$38.1K - $48.1K
|
1.51K
$122K
|
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-508- 3.69% |
$38.5K - $48.5K
|
13.3K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-515Closed |
$39K - $49.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-515- 24.94% |
$39K - $49.2K
|
1.55K
$125K
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-518- 1.57% |
$39.2K - $49.5K
|
32.4K
$2.61M
|
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-519- 16.08% |
$39.3K - $49.6K
|
2.71K
$218K
|
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-522- 4.0% |
$39.5K - $49.9K
|
12.5K
$1.01M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-525- 31.38% |
$39.7K - $50.2K
|
1.15K
$92.3K
|
|
|
May 13, 2022
Q1 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-526- 1.77% |
$39.8K - $50.2K
|
29.2K
$2.35M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-530- 2.69% |
$40.1K - $50.6K
|
19.2K
$1.54M
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-541- 2.58% |
$40.9K - $51.7K
|
20.4K
$1.64M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-555- 0.3% |
$42K - $53K
|
183K
$14.7M
|
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
SELL
|
- |
-556- 6.6% |
$42.1K - $53.1K
|
7.87K
$633K
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-582- 3.98% |
$44.1K - $55.6K
|
14.1K
$1.13M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-599- 13.33% |
$45.3K - $57.2K
|
3.9K
$313K
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-603- 6.31% |
$45.6K - $57.6K
|
8.95K
$720K
|