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 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
477+ 2.19% |
$34.9K - $40.9K
|
22.3K
$1.83M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
452+ 5.05% |
$33.1K - $38.8K
|
9.41K
$772K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
452+ 13.96% |
$33.1K - $38.8K
|
3.69K
$303K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
450+ 7.12% |
$33K - $38.6K
|
6.77K
$556K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
447New |
$32.7K - $38.4K
|
447
$36.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
444+ 5.35% |
$32.5K - $38.1K
|
8.74K
$718K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
429+ 2.45% |
$31.4K - $36.8K
|
17.9K
$1.47M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
428+ 4.3% |
$31.3K - $36.7K
|
10.4K
$851K
|
|
|
Feb 04, 2022
Q4 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
426+ 1.92% |
$31.2K - $36.6K
|
22.7K
$1.86M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
426+ 77.03% |
$31.2K - $36.6K
|
979
$80.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
425+ 10.22% |
$31.1K - $36.5K
|
4.59K
$376K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
424+ 27.11% |
$31K - $36.4K
|
1.99K
$163K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
415+ 13.79% |
$30.4K - $35.6K
|
3.43K
$281K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
410+ 5.62% |
$30K - $35.2K
|
7.71K
$633K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
404+ 13.0% |
$29.6K - $34.7K
|
3.51K
$288K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
399+ 5.62% |
$29.2K - $34.2K
|
7.5K
$616K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
397+ 6.69% |
$29.1K - $34.1K
|
6.34K
$520K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
391+ 5.42% |
$28.6K - $33.6K
|
7.6K
$624K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
387+ 15.57% |
$28.3K - $33.2K
|
2.87K
$236K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
384New |
$28.1K - $33K
|
384
$31.5K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
382+ 0.85% |
$28K - $32.8K
|
45.4K
$3.72M
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
379+ 10.33% |
$27.8K - $32.5K
|
4.05K
$332K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
375+ 2.86% |
$27.5K - $32.2K
|
13.5K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
371+ 10.16% |
$27.2K - $31.8K
|
4.02K
$330K
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
363+ 9.19% |
$26.6K - $31.2K
|
4.31K
$354K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
363+ 10.64% |
$26.6K - $31.2K
|
3.77K
$310K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
353+ 0.21% |
$25.9K - $30.3K
|
167K
$13.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
351+ 0.68% |
$25.7K - $30.1K
|
52K
$4.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
346+ 0.88% |
$25.3K - $29.7K
|
39.7K
$3.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
339New |
$24.8K - $29.1K
|
339
$27.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
333+ 3.77% |
$24.4K - $28.6K
|
9.17K
$752K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
329New |
$24.1K - $28.2K
|
329
$27K
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
327+ 1.27% |
$23.9K - $28.1K
|
26.1K
$2.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
311+ 4.9% |
$22.8K - $26.7K
|
6.66K
$546K
|
|
|
Mar 10, 2022
Q4 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
306+ 0.16% |
$22.4K - $26.3K
|
189K
$15.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
300+ 0.91% |
$22K - $25.7K
|
33.4K
$2.74M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
300New |
$22K - $25.7K
|
300
$24.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
296New |
$21.7K - $25.4K
|
296
$24.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
294+ 0.3% |
$21.5K - $25.2K
|
97.2K
$7.98M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
294+ 7.21% |
$21.5K - $25.2K
|
4.37K
$359K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
291+ 6.06% |
$21.3K - $25K
|
5.1K
$418K
|
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
291+ 0.64% |
$21.3K - $25K
|
45.9K
$3.77M
|
|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
BUY
|
- |
290+ 0.33% |
$21.2K - $24.9K
|
87.8K
$7.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
290New |
$21.2K - $24.9K
|
290
$23.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
280+ 0.55% |
$20.5K - $24K
|
51.2K
$4.2M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
280+ 0.67% |
$20.5K - $24K
|
41.8K
$3.43M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
261+ 0.84% |
$19.1K - $22.4K
|
31.4K
$2.58M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
261+ 0.84% |
$19.1K - $22.4K
|
31.4K
$2.58M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
258New |
$18.9K - $22.1K
|
258
$21.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
251+ 1.96% |
$18.4K - $21.5K
|
13.1K
$1.07M
|