Purchases and Sales Made in Q1 2022 in Schwab Charles Corp (SCHW)
This table provides information about the institutional ownership of Schwab Charles Corp (SCHW) during Q1 2022. 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
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
237K+ 8620.36% |
$18M - $22.7M
|
240K
$19.2M
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
236K+ 44.7% |
$17.9M - $22.6M
|
765K
$61.3M
|
|
|
May 11, 2022
Q1 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
227K+ 155.46% |
$17.1M - $21.6M
|
372K
$29.8M
|
|
|
May 12, 2022
Q1 2022
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
209KNew |
$15.8M - $20M
|
209K
$16.7M
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
201K+ 15.88% |
$15.2M - $19.2M
|
1.47M
$118M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
195K+ 2.92% |
$14.8M - $18.7M
|
6.88M
$551M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
190K+ 4.96% |
$14.3M - $18.1M
|
4.01M
$321M
|
|
|
May 16, 2022
Q1 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
183K+ 2278.97% |
$13.9M - $17.5M
|
191K
$15.3M
|
|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
180KNew |
$13.6M - $17.2M
|
180K
$14.4M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
173K+ 2.6% |
$13.1M - $16.5M
|
6.84M
$548M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
163K+ 149.67% |
$12.3M - $15.6M
|
272K
$21.8M
|
|
|
May 16, 2022
Q1 2022
|
Blue Whale Capital LLP
London, X0 |
BUY
|
- |
157K+ 20.63% |
$11.9M - $15M
|
918K
$73.6M
|
|
|
May 16, 2022
Q1 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
155K+ 362.51% |
$11.7M - $14.8M
|
198K
$15.8M
|
|
|
Nov 10, 2022
Q1 2022
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
138K+ 42.06% |
$10.4M - $13.2M
|
466K
$37.4M
|
|
|
May 12, 2022
Q1 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
137K+ 64.43% |
$10.4M - $13.1M
|
350K
$28M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
136K+ 18.08% |
$10.3M - $13M
|
888K
$71.2M
|
|
|
May 05, 2022
Q1 2022
|
Allen Investment Management LLC
|
BUY
|
- |
135K+ 2.43% |
$10.2M - $12.9M
|
5.69M
$456M
|
|
|
May 26, 2022
Q1 2022
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
135K+ 2.08% |
$10.2M - $12.9M
|
6.63M
$532M
|
|
|
May 09, 2022
Q1 2022
|
First Long Island Investors, LLC
|
BUY
|
- |
133K+ 53.54% |
$10M - $12.7M
|
381K
$30.5M
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
133KNew |
$10M - $12.7M
|
133K
$10.6M
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
127K+ 4.0% |
$9.6M - $12.1M
|
3.3M
$264M
|
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
119K+ 7.2% |
$9.01M - $11.4M
|
1.77M
$142M
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
115K+ 17.91% |
$8.71M - $11M
|
758K
$60.7M
|
|
|
May 16, 2022
Q1 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
115KNew |
$8.69M - $11M
|
115K
$9.19M
|
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
114K+ 4.5% |
$8.64M - $10.9M
|
2.65M
$213M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
114K+ 2.91% |
$8.62M - $10.9M
|
4.03M
$323M
|
|
|
May 12, 2022
Q1 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
110K+ 314.02% |
$8.34M - $10.5M
|
145K
$11.6M
|
|
|
May 16, 2022
Q1 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
110K+ 92.62% |
$8.31M - $10.5M
|
228K
$18.3M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
107K+ 25.42% |
$8.07M - $10.2M
|
526K
$42.2M
|
|
|
May 13, 2022
Q1 2022
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
106K+ 7.39% |
$8.02M - $10.1M
|
1.54M
$123M
|
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
101K+ 1110.37% |
$7.63M - $9.63M
|
110K
$8.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
99.8K+ 2.49% |
$7.55M - $9.53M
|
4.11M
$329M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
99K+ 261.94% |
$7.5M - $9.46M
|
137K
$11M
|
|
|
May 11, 2022
Q1 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
97.6K+ 18.03% |
$7.39M - $9.33M
|
639K
$51.2M
|
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
94K+ 20.11% |
$7.11M - $8.98M
|
561K
$45M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
93.7K+ 279.77% |
$7.1M - $8.95M
|
127K
$10.2M
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
93.5K+ 55319.53% |
$7.08M - $8.93M
|
93.7K
$7.5M
|
|
|
May 11, 2022
Q1 2022
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
92.6KNew |
$7.01M - $8.84M
|
92.6K
$7.42M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
92.5K+ 1.82% |
$7M - $8.84M
|
5.19M
$416M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
89.3K+ 7.22% |
$6.76M - $8.53M
|
1.33M
$106M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
85.1K+ 3.91% |
$6.44M - $8.13M
|
2.26M
$181M
|
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
84.2K+ 51.08% |
$6.38M - $8.05M
|
249K
$20M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
82.8K+ 106.39% |
$6.27M - $7.91M
|
161K
$12.9M
|
|
|
May 13, 2022
Q1 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
82.2K+ 8917.25% |
$6.22M - $7.85M
|
83.1K
$6.66M
|
|
|
May 12, 2022
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
76.9K+ 23.16% |
$5.82M - $7.35M
|
409K
$32.8M
|
|
|
Mar 22, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
76.9K+ 23.16% |
$5.82M - $7.35M
|
409K
$32.8M
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
76.8K+ 1976.4% |
$5.81M - $7.34M
|
80.7K
$6.46M
|
|
|
May 11, 2022
Q1 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
74.7K+ 1625.39% |
$5.66M - $7.14M
|
79.3K
$6.35M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
71.6K+ 4.8% |
$5.42M - $6.84M
|
1.56M
$125M
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
71K+ 72.72% |
$5.37M - $6.78M
|
169K
$13.5M
|