Purchases and Sales Made in Q1 2022 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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 02, 2022 Q1 2022
Marshall & Sullivan Inc

SELL
 -
-4.87K
- 5.73%
$369K - $465K
80.1K $6.44M
Apr 12, 2022 Q1 2022
Brookstone Capital Management

SELL
 -
-4.92K
- 66.5%
$372K - $470K
2.48K $199K
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-5.04K
- 25.9%
$382K - $482K
14.4K $1.16M
Apr 07, 2022 Q1 2022
Acg Wealth

SELL
 -
-5.11K
- 10.24%
$386K - $488K
44.8K $3.6M
May 09, 2022 Q1 2022
Brown Advisory Securities, LLC

SELL
 -
-5.13K
- 24.61%
$388K - $490K
15.7K $1.26M
Apr 12, 2022 Q1 2022
Moody National Bank Trust Division

SELL
 -
-5.17K
- 10.51%
$391K - $494K
44K $3.54M
Apr 20, 2022 Q1 2022
Advisor Resource Council

SELL
 -
-5.17K
Closed
$391K - $494K
0 $0
May 02, 2022 Q1 2022
Conning Inc.

SELL
 -
-5.25K
- 5.44%
$397K - $501K
91.3K $7.34M
Apr 21, 2022 Q1 2022
Busey Wealth Management

SELL
 -
-5.25K
- 5.52%
$398K - $502K
89.9K $7.23M
May 09, 2022 Q1 2022
Canvas Wealth Advisors, LLC

SELL
 -
-5.29K
- 46.99%
$401K - $506K
5.97K $480K
Apr 14, 2022 Q1 2022
Gateway Investment Advisers LLC

SELL
 -
-5.5K
- 1.04%
$416K - $525K
523K $42.1M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-5.56K
- 45.07%
$421K - $531K
6.78K $545K
May 11, 2022 Q1 2022
Financial Avengers, Inc.

Oakland, CA
SELL
 -
-5.67K
- 3.52%
$429K - $541K
155K $12.5M
May 12, 2022 Q1 2022
Shelton Capital Management

Denver, CO
SELL
 -
-5.7K
- 4.11%
$431K - $545K
133K $10.7M
May 09, 2022 Q1 2022
Winslow Asset Management Inc

SELL
 -
-5.75K
- 2.87%
$435K - $549K
195K $15.7M
May 16, 2022 Q1 2022
Hyperion Asset Management LTD

Royal Exchange, C3
SELL
 -
-5.75K
- 46.79%
$435K - $549K
6.54K $526K
May 04, 2022 Q1 2022
Stephens Inc

SELL
 -
-5.85K
- 12.21%
$443K - $559K
42K $3.38M
May 12, 2022 Q1 2022
Chris Davis Davis Selected Advisers | Tucson, Az
SELL
 -
-5.89K
- 0.69%
$446K - $563K
846K $68.1M
Apr 26, 2022 Q1 2022
Sciencast Management LP

SELL
 -
-5.89K
- 70.13%
$446K - $563K
2.51K $202K
Apr 14, 2022 Q1 2022
State Of Alaska, Department Of Revenue

SELL
 -
-6.1K
- 2.8%
$461K - $582K
211K $17M
May 05, 2022 Q1 2022
Gulf International Bank (Uk) LTD

SELL
 -
-6.23K
- 2.15%
$471K - $595K
284K $22.8M
May 05, 2022 Q1 2022
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-6.31K
- 3.68%
$478K - $603K
165K $13.3M
Apr 14, 2022 Q1 2022
Jacobs & CO

SELL
 -
-6.39K
- 4.08%
$483K - $610K
150K $12.1M
Apr 26, 2022 Q1 2022
Thompson Siegel & Walmsley LLC

SELL
 -
-6.45K
- 3.37%
$488K - $616K
185K $14.9M
May 16, 2022 Q1 2022
Centiva Capital, LP

New York, NY
SELL
 -
-6.57K
- 54.67%
$497K - $627K
5.45K $438K
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
SELL
 -
-6.57K
- 1.78%
$497K - $628K
363K $29.2M
May 10, 2022 Q1 2022
Corda Investment Management, Llc.

Houston, TX
SELL
 -
-6.59K
- 2.22%
$498K - $629K
290K $23.3M
May 16, 2022 Q1 2022
River & Mercantile Asset Management LLP

London, X0
SELL
 -
-6.68K
- 7.57%
$506K - $638K
81.5K $6.56M
Apr 29, 2022 Q1 2022
Whittier Trust CO

SELL
 -
-6.75K
- 8.23%
$511K - $644K
75.2K $6.05M
May 05, 2022 Q1 2022
Ycg, LLC

SELL
 -
-6.93K
- 3.09%
$525K - $662K
217K $17.5M
May 10, 2022 Q1 2022
Van Eck Associates Corp

SELL
 -
-7.02K
- 22.69%
$531K - $670K
23.9K $1.92M
Nov 18, 2022 Q1 2022
Schechter Investment Advisors, LLC

Birmingham, MI
SELL
 -
-7.28K
- 33.72%
$551K - $695K
14.3K $1.15M
Apr 19, 2022 Q1 2022
Lathrop Investment Management Corp

SELL
 -
-7.28K
- 3.44%
$551K - $696K
205K $16.5M
May 13, 2022 Q1 2022
Industrial Alliance Investment Management Inc.

Quebec, A8
SELL
 -
-7.34K
- 28.98%
$556K - $702K
18K $1.45M
May 13, 2022 Q1 2022
Cigna Investments Inc

Bloomfield, CT
SELL
 -
-7.5K
- 22.11%
$568K - $717K
26.4K $2.13M
May 16, 2022 Q1 2022
Apogem Capital LLC

New York, NY
SELL
 -
-7.54K
- 22.8%
$571K - $720K
25.5K $2.05M
May 16, 2022 Q1 2022
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-7.62K
- 4.55%
$577K - $728K
160K $12.9M
May 13, 2022 Q1 2022
Axiom Investment Management LLC

New York, NY
SELL
 -
-7.67K
Closed
$580K - $732K
0 $0
May 12, 2022 Q1 2022
Vela Investment Management, LLC

New Albany, OH
SELL
 -
-7.7K
- 17.04%
$583K - $736K
37.5K $3.02M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-7.76K
- 29.07%
$587K - $741K
18.9K $1.52M
May 10, 2022 Q1 2022
Treasurer Of The State Of North Carolina

SELL
 -
-7.93K
- 1.2%
$601K - $758K
652K $52.5M
May 16, 2022 Q1 2022
Occudo Quantitative Strategies LP

Fort Lauderdale, FL
SELL
 -
-8.02K
- 61.73%
$607K - $766K
4.97K $400K
Apr 21, 2022 Q1 2022
Cullinan Associates Inc

SELL
 -
-8.1K
- 10.05%
$613K - $774K
72.5K $5.83M
May 12, 2022 Q1 2022
Makena Capital Management LLC

Menlo Park, CA
SELL
 -
-8.19K
- 6.35%
$620K - $782K
121K $9.72M
May 11, 2022 Q1 2022
Handelsbanken Fonder Ab

SELL
 -
-8.19K
- 2.43%
$620K - $783K
329K $26.5M
Apr 29, 2022 Q1 2022
Nisa Investment Advisors, LLC

SELL
 -
-8.31K
- 1.82%
$629K - $794K
448K $36M
May 20, 2022 Q1 2022
Sawtooth Solutions, LLC

SELL
 -
-8.34K
- 49.69%
$631K - $797K
8.44K $679K
May 11, 2022 Q1 2022
Clear Street Markets LLC

SELL
 -
-8.34K
- 93.12%
$631K - $797K
616 $49.6K
May 13, 2022 Q1 2022
Mackay Shields LLC

SELL
 -
-8.5K
- 3.79%
$643K - $812K
216K $17.4M

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