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 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-638- 14.48% |
$48.3K - $60.9K
|
3.77K
$303K
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-640- 7.0% |
$48.4K - $61.1K
|
8.5K
$684K
|
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-644- 16.81% |
$48.7K - $61.5K
|
3.19K
$256K
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-644- 1.69% |
$48.7K - $61.5K
|
37.5K
$3.02M
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
SELL
|
- |
-650- 11.79% |
$49.2K - $62.1K
|
4.86K
$391K
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-650- 1.34% |
$49.2K - $62.1K
|
47.9K
$3.85M
|
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-664- 11.3% |
$50.3K - $63.4K
|
5.21K
$419K
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-666- 21.67% |
$50.4K - $63.6K
|
2.41K
$194K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-666- 3.72% |
$50.4K - $63.6K
|
17.3K
$1.39M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-669- 68.34% |
$50.6K - $63.9K
|
310
$24.9K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-677- 10.67% |
$51.2K - $64.7K
|
5.67K
$456K
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-685- 2.97% |
$51.8K - $65.4K
|
22.4K
$1.8M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-686- 52.41% |
$51.9K - $65.5K
|
623
$50.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-694- 9.99% |
$52.5K - $66.3K
|
6.26K
$503K
|
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-700Closed |
$53K - $66.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-708- 17.44% |
$53.6K - $67.6K
|
3.35K
$270K
|
|
|
Apr 28, 2022
Q1 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-722- 1.99% |
$54.6K - $69K
|
35.6K
$2.86M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-722- 9.47% |
$54.6K - $69K
|
6.9K
$555K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-722- 17.52% |
$54.6K - $69K
|
3.4K
$273K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-724Closed |
$54.8K - $69.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-731- 18.17% |
$55.3K - $69.8K
|
3.29K
$265K
|
|
|
May 03, 2022
Q1 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-735- 3.52% |
$55.6K - $70.2K
|
20.1K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-750- 1.74% |
$56.8K - $71.6K
|
42.3K
$3.4M
|
|
|
May 13, 2022
Q1 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-750- 0.58% |
$56.8K - $71.6K
|
128K
$10.3M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-754- 7.58% |
$57.1K - $72K
|
9.19K
$739K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-758Closed |
$57.4K - $72.4K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-760- 9.47% |
$57.5K - $72.6K
|
7.27K
$584K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-766- 1.04% |
$58K - $73.2K
|
72.7K
$5.85M
|
|
|
May 09, 2022
Q1 2022
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-782- 2.84% |
$59.2K - $74.7K
|
26.8K
$2.15M
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-794- 6.42% |
$60.1K - $75.9K
|
11.6K
$931K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-800- 86.67% |
$60.6K - $76.4K
|
123
$9.89K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-819- 11.96% |
$62K - $78.2K
|
6.03K
$485K
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-835- 0.7% |
$63.2K - $79.8K
|
119K
$9.58M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-838- 4.2% |
$63.4K - $80.1K
|
19.1K
$1.54M
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-848- 0.65% |
$64.2K - $81K
|
130K
$10.5M
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-850Closed |
$64.3K - $81.2K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-850Closed |
$64.3K - $81.2K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-854- 1.86% |
$64.6K - $81.6K
|
45.1K
$3.63M
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-865- 1.57% |
$65.5K - $82.6K
|
54.2K
$4.36M
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-875- 11.35% |
$66.2K - $83.6K
|
6.84K
$550K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-917- 1.55% |
$69.4K - $87.6K
|
58.3K
$4.69M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-917- 24.3% |
$69.4K - $87.6K
|
2.86K
$230K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-921- 2.75% |
$69.7K - $88K
|
32.6K
$2.62M
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-927- 7.37% |
$70.2K - $88.6K
|
11.6K
$937K
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-932- 2.43% |
$70.5K - $89K
|
37.4K
$3.01M
|
|
|
May 02, 2022
Q1 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-960- 2.4% |
$72.7K - $91.7K
|
39K
$3.13M
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-968- 0.89% |
$73.3K - $92.5K
|
107K
$8.64M
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-971- 6.96% |
$73.5K - $92.8K
|
13K
$1.04M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-991- 12.36% |
$75K - $94.7K
|
7.03K
$565K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-996Closed |
$75.4K - $95.1K
|
0
$0
|