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 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
82New |
$6K - $7.04K
|
82
$6.86K
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
82+ 0.09% |
$6K - $7.04K
|
91.2K
$7.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
81+ 4.75% |
$5.93K - $6.95K
|
1.79K
$149K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
79New |
$5.79K - $6.78K
|
79
$6.61K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
77+ 0.32% |
$5.64K - $6.61K
|
24.4K
$2.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
76+ 1.96% |
$5.57K - $6.52K
|
3.96K
$331K
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
75+ 1.51% |
$5.49K - $6.44K
|
5.05K
$422K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
73New |
$5.35K - $6.26K
|
73
$6.11K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
71+ 2.56% |
$5.2K - $6.09K
|
2.84K
$238K
|
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
66+ 1.87% |
$4.83K - $5.66K
|
3.59K
$300K
|
|
|
Jan 26, 2022
Q4 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
65+ 0.6% |
$4.76K - $5.58K
|
11K
$918K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
65New |
$4.76K - $5.58K
|
65
$5.44K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
61+ 1.72% |
$4.47K - $5.24K
|
3.6K
$301K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
58+ 0.14% |
$4.25K - $4.98K
|
40.8K
$3.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56New |
$4.1K - $4.81K
|
56
$4.68K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
54+ 6.75% |
$3.95K - $4.63K
|
854
$71.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
53+ 0.26% |
$3.88K - $4.55K
|
20.5K
$1.71M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
51+ 1.15% |
$3.73K - $4.38K
|
4.49K
$376K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
51+ 0.78% |
$3.73K - $4.38K
|
6.56K
$548K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
49+ 0.73% |
$3.59K - $4.21K
|
6.79K
$568K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
48+ 5.14% |
$3.52K - $4.12K
|
982
$82.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
46New |
$3.37K - $3.95K
|
46
$3.85K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
46New |
$3.37K - $3.95K
|
46
$3.85K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
46New |
$3.37K - $3.95K
|
46
$3.85K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
45+ 0.39% |
$3.3K - $3.86K
|
11.6K
$969K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
45New |
$3.3K - $3.86K
|
45
$3.76K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
45+ 0.49% |
$3.3K - $3.86K
|
9.18K
$768K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44+ 6.64% |
$3.22K - $3.78K
|
707
$59.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
42+ 1.4% |
$3.08K - $3.6K
|
3.04K
$254K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
41+ 1.23% |
$3K - $3.52K
|
3.37K
$281K
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
41+ 1.25% |
$3K - $3.52K
|
3.31K
$277K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
40+ 0.53% |
$2.93K - $3.43K
|
7.56K
$632K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
38+ 8.19% |
$2.78K - $3.26K
|
502
$42K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
34+ 0.14% |
$2.49K - $2.92K
|
24.5K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
34New |
$2.49K - $2.92K
|
34
$2.84K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
32+ 0.59% |
$2.34K - $2.75K
|
5.49K
$459K
|
|
|
Jan 07, 2022
Q4 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
31+ 0.69% |
$2.27K - $2.66K
|
4.54K
$380K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
30+ 2.27% |
$2.2K - $2.57K
|
1.35K
$113K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
30+ 5.79% |
$2.2K - $2.57K
|
548
$45.8K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
27New |
$1.98K - $2.32K
|
27
$2.26K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
27+ 0.08% |
$1.98K - $2.32K
|
32.4K
$2.71M
|
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
25+ 0.12% |
$1.83K - $2.15K
|
20.9K
$1.75M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
24New |
$1.76K - $2.06K
|
24
$2.01K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
23+ 2.45% |
$1.68K - $1.97K
|
963
$80.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
23+ 9.7% |
$1.68K - $1.97K
|
260
$21.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
20+ 2.45% |
$1.46K - $1.72K
|
835
$69.8K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 13.16% |
$1.46K - $1.72K
|
172
$14.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
20+ 0.25% |
$1.46K - $1.72K
|
8.04K
$673K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
18+ 0.07% |
$1.32K - $1.54K
|
25.6K
$2.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
17+ 0.6% |
$1.24K - $1.46K
|
2.86K
$239K
|