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 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
850New |
$62.2K - $72.9K
|
850
$71.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
BUY
|
- |
829+ 9.54% |
$60.7K - $71.1K
|
9.52K
$796K
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
824+ 7.97% |
$60.3K - $70.7K
|
11.2K
$934K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
812+ 16.69% |
$59.5K - $69.7K
|
5.68K
$475K
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
810New |
$59.3K - $69.5K
|
810
$67.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
800+ 650.41% |
$58.6K - $68.7K
|
923
$77.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
798+ 0.7% |
$58.4K - $68.5K
|
116K
$9.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
790+ 3.54% |
$57.9K - $67.8K
|
23.1K
$1.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
758New |
$55.5K - $65.1K
|
758
$63.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
745+ 6.89% |
$54.6K - $63.9K
|
11.6K
$966K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
731+ 11.95% |
$53.5K - $62.7K
|
6.85K
$573K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
729+ 1072.06% |
$53.4K - $62.6K
|
797
$66.7K
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
722+ 6.53% |
$52.9K - $62K
|
11.8K
$985K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
721New |
$52.8K - $61.9K
|
721
$60.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
715+ 20.99% |
$52.4K - $61.4K
|
4.12K
$345K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
711New |
$52.1K - $61K
|
711
$59.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
702+ 2.75% |
$51.4K - $60.2K
|
26.2K
$2.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
702+ 5.76% |
$51.4K - $60.2K
|
12.9K
$1.08M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 0.75% |
$51.3K - $60.1K
|
94.2K
$7.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
700New |
$51.3K - $60.1K
|
700
$58.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
695+ 0.71% |
$50.9K - $59.6K
|
98.6K
$8.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
689+ 6.25% |
$50.5K - $59.1K
|
11.7K
$980K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
682+ 11.66% |
$49.9K - $58.5K
|
6.53K
$546K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
665+ 47.5% |
$48.7K - $57.1K
|
2.07K
$173K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
629+ 3.39% |
$46.1K - $54K
|
19.2K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
623+ 11.21% |
$45.6K - $53.5K
|
6.18K
$517K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
622+ 19.11% |
$45.5K - $53.4K
|
3.88K
$324K
|
|
|
Feb 08, 2022
Q4 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
615+ 17.96% |
$45K - $52.8K
|
4.04K
$338K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
613+ 0.56% |
$44.9K - $52.6K
|
110K
$9.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
609New |
$44.6K - $52.3K
|
609
$50.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
600New |
$43.9K - $51.5K
|
600
$50.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
600+ 0.22% |
$43.9K - $51.5K
|
273K
$22.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
572+ 0.3% |
$41.9K - $49.1K
|
189K
$15.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
568+ 4.47% |
$41.6K - $48.7K
|
13.3K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
561+ 4.24% |
$41.1K - $48.1K
|
13.8K
$1.15M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
560+ 81.75% |
$41K - $48.1K
|
1.25K
$104K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
558+ 3.3% |
$40.9K - $47.9K
|
17.5K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
547+ 2.73% |
$40.1K - $46.9K
|
20.6K
$1.72M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
533+ 13.76% |
$39K - $45.7K
|
4.41K
$369K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
526+ 4.83% |
$38.5K - $45.1K
|
11.4K
$955K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
520+ 5.18% |
$38.1K - $44.6K
|
10.6K
$884K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
509+ 0.63% |
$37.3K - $43.7K
|
81.8K
$6.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
505New |
$37K - $43.3K
|
505
$42.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
503+ 0.57% |
$36.8K - $43.2K
|
88.9K
$7.44M
|
|
|
Jan 24, 2022
Q4 2021
|
Marshall & Sullivan Inc
|
BUY
|
- |
501+ 0.59% |
$36.7K - $43K
|
84.9K
$7.1M
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
501+ 5.0% |
$36.7K - $43K
|
10.5K
$880K
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
500+ 8.55% |
$36.6K - $42.9K
|
6.35K
$531K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
500+ 24.56% |
$36.6K - $42.9K
|
2.54K
$212K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
493+ 10.6% |
$36.1K - $42.3K
|
5.15K
$430K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
484+ 8.55% |
$35.4K - $41.5K
|
6.15K
$514K
|