Purchases and Sales Made in Q4 2021 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.38K+ 17.93% |
$175K - $205K
|
15.7K
$1.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.38KNew |
$174K - $204K
|
2.38K
$199K
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
2.34K+ 82.68% |
$171K - $201K
|
5.17K
$432K
|
|
|
Jan 19, 2022
Q4 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
2.31K+ 10.23% |
$169K - $198K
|
24.9K
$2.08M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
2.3KNew |
$169K - $197K
|
2.3K
$192K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.3K+ 1.36% |
$168K - $197K
|
172K
$14.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.27KNew |
$166K - $195K
|
2.27K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.26K+ 2.12% |
$165K - $194K
|
109K
$9.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 27.26% |
$161K - $189K
|
10.3K
$861K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.2K+ 4.71% |
$161K - $189K
|
49K
$4.1M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.18K+ 68.74% |
$160K - $187K
|
5.35K
$448K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.18K+ 3.88% |
$159K - $187K
|
58.3K
$4.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.17K+ 3.8% |
$159K - $186K
|
59.2K
$4.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2.16KNew |
$158K - $186K
|
2.16K
$181K
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
2.16K+ 6.17% |
$158K - $185K
|
37.1K
$3.11M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
2.15K+ 75.29% |
$157K - $184K
|
4.99K
$418K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
2.13KNew |
$156K - $183K
|
2.13K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.08K+ 33.93% |
$152K - $179K
|
8.22K
$687K
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.07K+ 3.22% |
$152K - $178K
|
66.4K
$5.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.05K+ 26.88% |
$150K - $176K
|
9.65K
$807K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.03K+ 0.82% |
$148K - $174K
|
248K
$20.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.02K+ 0.33% |
$148K - $174K
|
613K
$51.3M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.96K+ 2.06% |
$143K - $168K
|
97.2K
$8.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.95K+ 32.82% |
$143K - $167K
|
7.88K
$659K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
1.94K+ 6.5% |
$142K - $167K
|
31.9K
$2.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.92K+ 2000.0% |
$141K - $165K
|
2.02K
$169K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
1.92K+ 19.67% |
$140K - $165K
|
11.7K
$976K
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
1.91K+ 4.22% |
$140K - $164K
|
47.1K
$3.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
1.9K+ 28.36% |
$139K - $163K
|
8.6K
$719K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.88K+ 2.68% |
$138K - $162K
|
72.2K
$6.04M
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
1.86K+ 2.81% |
$136K - $160K
|
68K
$5.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Heron Bay Capital Management
|
BUY
|
- |
1.85K+ 3.22% |
$136K - $159K
|
59.3K
$4.96M
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Markets Cayman LP
|
BUY
|
- |
1.83K+ 25.68% |
$134K - $157K
|
8.93K
$747K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
1.82K+ 1.87% |
$133K - $156K
|
99.5K
$8.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.82K+ 0.03% |
$133K - $156K
|
5.31M
$444M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.8K+ 35.2% |
$132K - $155K
|
6.93K
$580K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.74K+ 228.52% |
$127K - $149K
|
2.5K
$209K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.73KNew |
$127K - $148K
|
1.73K
$145K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.73K+ 23.46% |
$126K - $148K
|
9.09K
$760K
|
|
|
Jan 10, 2022
Q4 2021
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
1.72K+ 0.61% |
$126K - $148K
|
285K
$23.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.68K+ 10.15% |
$123K - $144K
|
18.3K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.68K+ 4.02% |
$123K - $144K
|
43.5K
$3.64M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
1.66K+ 31.36% |
$121K - $142K
|
6.95K
$581K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
1.65K+ 1.65% |
$121K - $141K
|
102K
$8.5M
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
1.6K+ 0.42% |
$117K - $137K
|
379K
$31.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.56K+ 7.51% |
$114K - $134K
|
22.3K
$1.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
1.54K+ 2.8% |
$113K - $132K
|
56.5K
$4.73M
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.54K+ 0.78% |
$113K - $132K
|
199K
$16.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
1.52K+ 21.99% |
$111K - $130K
|
8.43K
$705K
|
|
|
Feb 14, 2022
Q4 2021
|
Union Investments & Development Ltd.
|
BUY
|
- |
1.5KNew |
$110K - $129K
|
1.5K
$125K
|