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 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.58K+ 80.36% |
$409K - $479K
|
12.5K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.5K+ 173.5% |
$403K - $472K
|
8.67K
$711K
|
|
|
Feb 08, 2022
Q4 2021
|
Amica Retiree Medical Trust
|
BUY
|
- |
5.5KNew |
$402K - $472K
|
5.5K
$451K
|
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
5.49K+ 12.69% |
$402K - $471K
|
48.7K
$4M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.46K+ 2.63% |
$400K - $469K
|
213K
$17.5M
|
|
|
Feb 04, 2022
Q4 2021
|
First Long Island Investors, LLC
|
BUY
|
- |
5.27K+ 2.17% |
$386K - $453K
|
248K
$20.3M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
5.26K+ 65.43% |
$385K - $451K
|
13.3K
$1.09M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
5.23K+ 24.75% |
$383K - $448K
|
26.3K
$2.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
5.17KNew |
$378K - $443K
|
5.17K
$424K
|
|
|
Jan 31, 2022
Q4 2021
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
5.12KNew |
$375K - $439K
|
5.12K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
5.1KNew |
$373K - $438K
|
5.1K
$419K
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
5.04KNew |
$369K - $433K
|
5.04K
$414K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.03K+ 17.89% |
$368K - $432K
|
33.1K
$2.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
5KNew |
$366K - $429K
|
5K
$410K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5K+ 35.11% |
$366K - $429K
|
19.2K
$1.58M
|
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
5K+ 13.49% |
$366K - $429K
|
42K
$3.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Keene & Associates, Inc.
|
BUY
|
- |
4.94KNew |
$361K - $424K
|
4.94K
$405K
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
4.89KNew |
$358K - $420K
|
4.89K
$401K
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.88KNew |
$358K - $419K
|
4.88K
$401K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.78K+ 15.94% |
$350K - $410K
|
34.8K
$2.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
4.77KNew |
$349K - $409K
|
4.77K
$391K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.7KNew |
$344K - $403K
|
4.7K
$385K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.67KNew |
$342K - $400K
|
4.67K
$383K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.64KNew |
$340K - $399K
|
4.64K
$381K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.62K+ 11.75% |
$339K - $397K
|
44K
$3.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.61KNew |
$338K - $396K
|
4.61K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Seven Eight Capital, LP
|
BUY
|
- |
4.6KNew |
$337K - $395K
|
4.6K
$377K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.59K+ 33.44% |
$336K - $394K
|
18.3K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.55K+ 390.31% |
$333K - $391K
|
5.72K
$469K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
4.48K+ 138.76% |
$328K - $384K
|
7.7K
$632K
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.44KNew |
$325K - $381K
|
4.44K
$365K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
4.43K+ 8.3% |
$325K - $380K
|
57.8K
$4.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.42KNew |
$324K - $380K
|
4.42K
$363K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.36KNew |
$319K - $374K
|
4.36K
$358K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.31K+ 172.83% |
$316K - $370K
|
6.81K
$559K
|
|
|
Feb 01, 2022
Q4 2021
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.3K+ 83.17% |
$315K - $369K
|
9.48K
$778K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 117.54% |
$315K - $369K
|
7.96K
$654K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$315K - $369K
|
4.3K
$353K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.21KNew |
$309K - $362K
|
4.21K
$346K
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
4.2KNew |
$307K - $360K
|
4.2K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.19K+ 11.97% |
$307K - $360K
|
39.2K
$3.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.19K+ 0.34% |
$307K - $359K
|
1.22M
$100M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
4.18KNew |
$306K - $359K
|
4.18K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.17K+ 10.39% |
$305K - $358K
|
44.3K
$3.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.16K+ 15.43% |
$305K - $357K
|
31.1K
$2.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.16KNew |
$304K - $357K
|
4.16K
$341K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
4.16K+ 22.07% |
$304K - $357K
|
23K
$1.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.14K+ 0.87% |
$303K - $355K
|
481K
$39.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.13KNew |
$303K - $355K
|
4.13K
$339K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.11KNew |
$301K - $353K
|
4.11K
$337K
|