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 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
18.9K+ 80.78% |
$1.39M - $1.62M
|
42.3K
$3.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
18.9KNew |
$1.38M - $1.62M
|
18.9K
$1.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
18.6KNew |
$1.36M - $1.6M
|
18.6K
$1.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Hedges Asset Management LLC
|
BUY
|
- |
18.5KNew |
$1.35M - $1.59M
|
18.5K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
18K+ 45.87% |
$1.32M - $1.54M
|
57.2K
$4.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Timucuan Asset Management Inc
Jacksonville, FL |
BUY
|
- |
17.8K+ 0.98% |
$1.3M - $1.53M
|
1.84M
$151M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
17.6K+ 26.03% |
$1.29M - $1.51M
|
85K
$6.96M
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
17.4K+ 21.25% |
$1.27M - $1.49M
|
99.1K
$8.12M
|
|
|
Mar 15, 2022
Q4 2021
|
Tealwood Asset Management Inc
|
BUY
|
- |
17.3KNew |
$1.27M - $1.48M
|
17.3K
$1.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
16.9KNew |
$1.24M - $1.45M
|
16.9K
$1.38M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
16.8KNew |
$1.23M - $1.44M
|
16.8K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
16.4K+ 0.65% |
$1.2M - $1.41M
|
2.54M
$208M
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
16.2K+ 3.54% |
$1.18M - $1.39M
|
472K
$38.7M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
16.1K+ 487.22% |
$1.18M - $1.38M
|
19.4K
$1.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
15.9K+ 26.7% |
$1.16M - $1.36M
|
75.4K
$6.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
15.7K+ 1.48% |
$1.15M - $1.35M
|
1.07M
$87.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
15.4K+ 357.05% |
$1.12M - $1.32M
|
19.7K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.2K+ 0.15% |
$1.11M - $1.3M
|
9.95M
$815M
|
|
|
Feb 14, 2022
Q4 2021
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
15K+ 60.0% |
$1.1M - $1.29M
|
40K
$3.27M
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
14.9KNew |
$1.09M - $1.28M
|
14.9K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
14.8K+ 0.12% |
$1.08M - $1.27M
|
12.1M
$994M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
14.6K+ 34.14% |
$1.07M - $1.25M
|
57.3K
$4.69M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
13.7K+ 190.44% |
$1M - $1.18M
|
20.9K
$1.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Metis Global Partners, LLC
|
BUY
|
- |
13.1KNew |
$963K - $1.13M
|
13.1K
$1.08M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
13.1K+ 64.16% |
$959K - $1.12M
|
33.5K
$2.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
13.1K+ 144.57% |
$956K - $1.12M
|
22.1K
$1.81M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
13K+ 81.63% |
$949K - $1.11M
|
28.8K
$2.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
12.9K+ 900.49% |
$946K - $1.11M
|
14.3K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
12.8K+ 51.49% |
$941K - $1.1M
|
37.8K
$3.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
12.8K+ 1.62% |
$936K - $1.1M
|
801K
$65.6M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12.7KNew |
$932K - $1.09M
|
12.7K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
12.6K+ 5.5% |
$921K - $1.08M
|
241K
$19.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
12.5KNew |
$918K - $1.08M
|
12.5K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
12.4K+ 10.65% |
$909K - $1.07M
|
129K
$10.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
12.4K+ 8.85% |
$908K - $1.06M
|
153K
$12.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
12.1K+ 11.4% |
$889K - $1.04M
|
119K
$9.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12KNew |
$880K - $1.03M
|
12K
$984K
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
12KNew |
$876K - $1.03M
|
12K
$979K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.5K+ 24.99% |
$839K - $983K
|
57.3K
$4.69M
|
|
|
Feb 14, 2022
Q4 2021
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
11.1K+ 30.54% |
$810K - $949K
|
47.3K
$3.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Fractal Investments LLC
|
BUY
|
- |
11KNew |
$809K - $948K
|
11K
$904K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
11KNew |
$803K - $941K
|
11K
$898K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.7KNew |
$785K - $920K
|
10.7K
$877K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
10.7K+ 3.79% |
$780K - $915K
|
292K
$23.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
10.5K+ 18.34% |
$770K - $903K
|
67.9K
$5.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$763K - $894K
|
10.4K
$853K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2K+ 1.92% |
$746K - $874K
|
540K
$44.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
10K+ 64.51% |
$734K - $860K
|
25.6K
$2.09M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.91K+ 21.33% |
$726K - $850K
|
56.4K
$4.61M
|
|
|
Jan 31, 2022
Q4 2021
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
9.76K+ 23.68% |
$714K - $837K
|
51K
$4.17M
|