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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
33.4KNew |
$2.44M - $2.86M
|
33.4K
$2.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
33.2K+ 11.13% |
$2.43M - $2.85M
|
332K
$27.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
33.2K+ 0.7% |
$2.43M - $2.85M
|
4.8M
$394M
|
|
|
Feb 14, 2022
Q4 2021
|
Hudson Way Capital Management LLC
Dallas, TX |
BUY
|
- |
33.1K+ 20.21% |
$2.43M - $2.84M
|
197K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
32.6K+ 2.53% |
$2.39M - $2.8M
|
1.32M
$109M
|
|
|
Feb 08, 2022
Q4 2021
|
Martin Capital Advisors, LLP
|
BUY
|
- |
32.3KNew |
$2.37M - $2.78M
|
32.3K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
32.3KNew |
$2.37M - $2.77M
|
32.3K
$2.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
30.4K+ 2259.06% |
$2.23M - $2.61M
|
31.8K
$2.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
30.3K+ 162.37% |
$2.22M - $2.6M
|
49K
$4.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
30K+ 6.26% |
$2.19M - $2.57M
|
508K
$41.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
29.9KNew |
$2.19M - $2.57M
|
29.9K
$2.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Mirova
Paris, I0 |
BUY
|
- |
29.8KNew |
$2.18M - $2.55M
|
29.8K
$2.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.1K+ 59.54% |
$2.13M - $2.49M
|
77.9K
$6.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
28.2K+ 375.95% |
$2.07M - $2.42M
|
35.8K
$2.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
27.6KNew |
$2.02M - $2.37M
|
27.6K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
27KNew |
$1.98M - $2.32M
|
27K
$2.22M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
27K+ 25.51% |
$1.98M - $2.32M
|
133K
$10.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
26.6KNew |
$1.95M - $2.28M
|
26.6K
$2.18M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
26.4K+ 5.16% |
$1.93M - $2.27M
|
538K
$44.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
25.9KNew |
$1.9M - $2.22M
|
25.9K
$2.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
25.6KNew |
$1.87M - $2.19M
|
25.6K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
24.8K+ 35.44% |
$1.82M - $2.13M
|
94.8K
$7.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Jupiter Asset Management LTD
|
BUY
|
- |
24.6K+ 20.34% |
$1.8M - $2.11M
|
146K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
23.9K+ 683.72% |
$1.75M - $2.05M
|
27.4K
$2.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
23.9K+ 212.21% |
$1.75M - $2.05M
|
35.1K
$2.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
23.4K+ 2.09% |
$1.71M - $2M
|
1.14M
$93.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
23.2K+ 1089.21% |
$1.7M - $1.99M
|
25.3K
$2.08M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
23.1K+ 23.28% |
$1.69M - $1.98M
|
122K
$10M
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
23K+ 15.71% |
$1.69M - $1.98M
|
170K
$13.9M
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
23K+ 15.71% |
$1.69M - $1.98M
|
170K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22.8K+ 104.77% |
$1.67M - $1.96M
|
44.6K
$3.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
22.6K+ 23.62% |
$1.65M - $1.94M
|
118K
$9.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
22.5K+ 56.13% |
$1.65M - $1.93M
|
62.7K
$5.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22K+ 5.73% |
$1.61M - $1.89M
|
406K
$33.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
21.7K+ 2.01% |
$1.59M - $1.86M
|
1.1M
$90.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
21.5KNew |
$1.57M - $1.84M
|
21.5K
$1.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
21.5K+ 0.62% |
$1.57M - $1.84M
|
3.49M
$287M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
21.3K+ 8.16% |
$1.56M - $1.83M
|
282K
$23.1M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
21.3K+ 8.16% |
$1.56M - $1.83M
|
282K
$23.1M
|
|
|
Mar 24, 2022
Q4 2021
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
21.2KNew |
$1.55M - $1.82M
|
21.2K
$1.74M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21K+ 18.96% |
$1.54M - $1.8M
|
132K
$10.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
20.1KNew |
$1.47M - $1.73M
|
20.1K
$1.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
20.1K+ 21.07% |
$1.47M - $1.73M
|
116K
$9.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
20KNew |
$1.47M - $1.72M
|
20K
$1.64M
|
|
|
Jan 28, 2022
Q4 2021
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
19.6K+ 1.32% |
$1.44M - $1.68M
|
1.5M
$123M
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
19.3K+ 166.39% |
$1.41M - $1.66M
|
30.9K
$2.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
19.3K+ 25.41% |
$1.41M - $1.66M
|
95.2K
$7.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
19.3K+ 0.8% |
$1.41M - $1.65M
|
2.43M
$200M
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
19KNew |
$1.39M - $1.63M
|
19K
$1.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Tredje Ap Fonden
|
BUY
|
- |
19K+ 10.43% |
$1.39M - $1.63M
|
201K
$16.5M
|