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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-15- 0.07% |
$1.1K - $1.29K
|
22.1K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-16- 1.21% |
$1.17K - $1.37K
|
1.31K
$109K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
SELL
|
- |
-18- 0.13% |
$1.32K - $1.54K
|
13.8K
$1.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-20- 0.03% |
$1.46K - $1.72K
|
64.8K
$5.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-20- 0.33% |
$1.46K - $1.72K
|
5.99K
$501K
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-22Closed |
$1.61K - $1.89K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-23Closed |
$1.68K - $1.97K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-24- 0.54% |
$1.76K - $2.06K
|
4.43K
$370K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-25- 0.43% |
$1.83K - $2.15K
|
5.77K
$482K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-25- 0.55% |
$1.83K - $2.15K
|
4.49K
$375K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-28- 4.5% |
$2.05K - $2.4K
|
594
$49.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-30- 1.0% |
$2.2K - $2.57K
|
2.97K
$248K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-30- 37.5% |
$2.2K - $2.57K
|
50
$4.18K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-30- 5.63% |
$2.2K - $2.57K
|
503
$42.1K
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-31Closed |
$2.27K - $2.66K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-32- 0.86% |
$2.34K - $2.75K
|
3.67K
$307K
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-33- 0.96% |
$2.42K - $2.83K
|
3.41K
$285K
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-36- 11.29% |
$2.64K - $3.09K
|
283
$23.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-37- 1.89% |
$2.71K - $3.18K
|
1.93K
$161K
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-39- 0.01% |
$2.86K - $3.35K
|
480K
$40.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39- 0.63% |
$2.86K - $3.35K
|
6.18K
$517K
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
SELL
|
- |
-40- 1.1% |
$2.93K - $3.43K
|
3.6K
$301K
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-42- 2.28% |
$3.08K - $3.6K
|
1.8K
$150K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-45- 0.29% |
$3.3K - $3.86K
|
15.2K
$1.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50- 11.39% |
$3.66K - $4.29K
|
389
$32.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-50- 0.01% |
$3.66K - $4.29K
|
909K
$76M
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50- 1.04% |
$3.66K - $4.29K
|
4.78K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-50- 0.52% |
$3.66K - $4.29K
|
9.6K
$802K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-51- 41.8% |
$3.73K - $4.38K
|
71
$5.94K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-54- 1.1% |
$3.95K - $4.63K
|
4.85K
$405K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-59- 0.47% |
$4.32K - $5.06K
|
12.4K
$1.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-59- 0.34% |
$4.32K - $5.06K
|
17.1K
$1.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-60- 0.99% |
$4.39K - $5.15K
|
5.99K
$501K
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-63- 0.51% |
$4.61K - $5.41K
|
12.4K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-71Closed |
$5.2K - $6.09K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-71- 0.74% |
$5.2K - $6.09K
|
9.54K
$797K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-73- 7.01% |
$5.35K - $6.26K
|
969
$81K
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-73- 0.76% |
$5.35K - $6.26K
|
9.55K
$799K
|
|
|
Feb 14, 2022
Q4 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-77- 0.46% |
$5.64K - $6.61K
|
16.7K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-78- 0.27% |
$5.71K - $6.69K
|
28.7K
$2.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-80- 2.68% |
$5.86K - $6.87K
|
2.9K
$243K
|
|
|
Jan 14, 2022
Q4 2021
|
Fruth Investment Management
|
SELL
|
- |
-83- 0.54% |
$6.08K - $7.12K
|
15.4K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Bamco Inc
New York, NY |
SELL
|
- |
-85- -0.0% |
$6.22K - $7.29K
|
6.52M
$545M
|
|
|
Feb 07, 2022
Q4 2021
|
Winslow Asset Management Inc
|
SELL
|
- |
-88- 0.04% |
$6.44K - $7.55K
|
200K
$16.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-90- 1.74% |
$6.59K - $7.72K
|
5.07K
$424K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-96- 0.22% |
$7.03K - $8.24K
|
43.8K
$3.66M
|
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-97- 0.91% |
$7.1K - $8.32K
|
10.6K
$888K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-99- 3.22% |
$7.25K - $8.5K
|
2.98K
$249K
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-100- 1.15% |
$7.32K - $8.58K
|
8.6K
$719K
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-100- 40.0% |
$7.32K - $8.58K
|
150
$12.5K
|