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
|
Valley National Advisers Inc
|
SELL
|
- |
-1K- 1.15% |
$75.7K - $95.5K
|
85.6K
$6.88M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1K- 2.3% |
$75.8K - $95.7K
|
42.5K
$3.42M
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.02K- 64.77% |
$76.8K - $97K
|
552
$44.4K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.02K- 14.61% |
$77.3K - $97.5K
|
5.97K
$480K
|
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-1.06K- 4.23% |
$80.2K - $101K
|
24K
$1.93M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
SELL
|
- |
-1.08K- 16.52% |
$81.7K - $103K
|
5.45K
$439K
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.08K- 0.21% |
$81.7K - $103K
|
506K
$40.7M
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.09KClosed |
$82.7K - $104K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.11K- 4.58% |
$83.9K - $106K
|
23.1K
$1.86M
|
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
SELL
|
- |
-1.12K- 7.97% |
$85K - $107K
|
13K
$1.04M
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.13K- 10.32% |
$85.7K - $108K
|
9.84K
$791K
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.15K- 1.69% |
$86.7K - $109K
|
66.8K
$5.38M
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.15K- 17.75% |
$86.7K - $109K
|
5.31K
$427K
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-1.15K- 2.71% |
$87K - $110K
|
41.3K
$3.32M
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.2K- 1.1% |
$90.8K - $115K
|
108K
$8.67M
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.24K- 25.84% |
$93.5K - $118K
|
3.54K
$285K
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.26K- 18.46% |
$95.4K - $120K
|
5.57K
$448K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 19.59% |
$96.6K - $122K
|
5.24K
$421K
|
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
SELL
|
- |
-1.28K- 0.41% |
$96.9K - $122K
|
312K
$25.1M
|
|
|
May 02, 2022
Q1 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1.29K- 4.15% |
$97.6K - $123K
|
29.8K
$2.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.3K- 2.42% |
$98.4K - $124K
|
52.3K
$4.21M
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-1.3K- 33.59% |
$98.4K - $124K
|
2.57K
$207K
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.3K- 6.67% |
$98.4K - $124K
|
18.2K
$1.46M
|
|
|
May 03, 2022
Q1 2022
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.31K- 4.44% |
$98.9K - $125K
|
28.1K
$2.26M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.31K- 0.73% |
$99.4K - $125K
|
178K
$14.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.35K- 5.8% |
$102K - $129K
|
21.9K
$1.76M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.4K- 13.2% |
$106K - $133K
|
9.17K
$738K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.4K- 95.17% |
$106K - $134K
|
71
$5.71K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.44K- 1.16% |
$109K - $137K
|
123K
$9.88M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.45KClosed |
$109K - $138K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.47K- 2.7% |
$111K - $140K
|
52.9K
$4.26M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.5K- 4.22% |
$113K - $143K
|
33.9K
$2.73M
|
|
|
May 10, 2022
Q1 2022
|
Union Investments & Development Ltd.
|
SELL
|
- |
-1.5KClosed |
$114K - $143K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-1.53K- 3.63% |
$116K - $147K
|
40.7K
$3.27M
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.62K- 1.62% |
$122K - $154K
|
98.1K
$7.89M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.65K- 35.35% |
$125K - $158K
|
3.02K
$243K
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.66K- 31.06% |
$126K - $159K
|
3.69K
$297K
|
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
SELL
|
- |
-1.67K- 28.75% |
$126K - $159K
|
4.13K
$332K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.68KClosed |
$127K - $160K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.69K- 11.67% |
$128K - $161K
|
12.8K
$1.03M
|
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
SELL
|
- |
-1.7K- 18.03% |
$129K - $163K
|
7.74K
$623K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.71K- 1.27% |
$129K - $163K
|
133K
$10.7M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 4.61% |
$130K - $164K
|
35.4K
$2.85M
|
|
|
May 04, 2022
Q1 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.72K- 3.53% |
$130K - $165K
|
47K
$3.78M
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.73K- 1.35% |
$131K - $165K
|
126K
$10.2M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.73KClosed |
$131K - $165K
|
0
$0
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.74K- 33.77% |
$131K - $166K
|
3.4K
$274K
|
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.74K- 3.78% |
$131K - $166K
|
44.2K
$3.55M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.8K- 6.67% |
$137K - $172K
|
25.3K
$2.03M
|
|
|
Aug 02, 2023
Q1 2022
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.83K- 6.35% |
$139K - $175K
|
27K
$2.17M
|