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
|
Sciencast Management LP
|
BUY
|
- |
1.47K+ 21.21% |
$108K - $126K
|
8.4K
$631K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
1.47K+ 13.32% |
$108K - $126K
|
12.5K
$938K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.45KNew |
$106K - $124K
|
1.45K
$108K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.44K+ 0.27% |
$106K - $124K
|
529K
$39.7M
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.44K+ 1.49% |
$105K - $123K
|
98.3K
$7.38M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.4K+ 1971.83% |
$103K - $120K
|
1.47K
$110K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.39K+ 33.37% |
$101K - $119K
|
5.54K
$416K
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.37K+ 1.97% |
$101K - $118K
|
71.1K
$5.34M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.37K+ 20.62% |
$100K - $118K
|
8.02K
$602K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.35K+ 0.34% |
$98.8K - $116K
|
404K
$30.3M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.32KNew |
$97K - $114K
|
1.32K
$99.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 4.66% |
$96.6K - $113K
|
29.6K
$2.22M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.28K+ 19.56% |
$93.4K - $110K
|
7.8K
$585K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.27K+ 8.79% |
$93.3K - $109K
|
15.8K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.22K+ 15.39% |
$89.3K - $105K
|
9.15K
$687K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.21K+ 39.07% |
$88.9K - $104K
|
4.32K
$324K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.21K+ 39.07% |
$88.9K - $104K
|
4.32K
$324K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.2K+ 8.88% |
$87.9K - $103K
|
14.7K
$1.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.18KNew |
$86.3K - $101K
|
1.18K
$88.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 11.55% |
$85.4K - $100K
|
11.3K
$845K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
1.15K+ 24.9% |
$84.4K - $99K
|
5.78K
$434K
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.15K+ 2.59% |
$84.4K - $99K
|
45.7K
$3.43M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
1.15K+ 12.0% |
$83.8K - $98.3K
|
10.7K
$802K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1.09K+ 12.18% |
$80.1K - $93.9K
|
10.1K
$756K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.06KNew |
$77.8K - $91.2K
|
1.06K
$79.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.05K+ 14.61% |
$76.7K - $89.9K
|
8.21K
$616K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.02K+ 18.78% |
$74.8K - $87.6K
|
6.46K
$485K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.02K+ 10.86% |
$74.4K - $87.2K
|
10.4K
$778K
|
|
|
Feb 14, 2022
Q4 2021
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
1.02K+ 0.24% |
$74.3K - $87.1K
|
428K
$32.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.01K+ 7.33% |
$73.8K - $86.5K
|
14.8K
$1.11M
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1K+ 17.52% |
$73.5K - $86.2K
|
6.73K
$505K
|
|
|
Feb 14, 2022
Q4 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1K+ 10.0% |
$73.2K - $85.8K
|
11K
$826K
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
954+ 1.08% |
$69.9K - $81.9K
|
89.5K
$6.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
940+ 15.55% |
$68.8K - $80.7K
|
6.99K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
935+ 2.73% |
$68.5K - $80.2K
|
35.2K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
933+ 5.61% |
$68.3K - $80.1K
|
17.6K
$1.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
931+ 23.79% |
$68.2K - $79.9K
|
4.85K
$364K
|
|
|
Jan 31, 2022
Q4 2021
|
Lathrop Investment Management Corp
|
BUY
|
- |
897+ 0.42% |
$65.7K - $77K
|
212K
$15.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
890+ 8.59% |
$65.2K - $76.4K
|
11.3K
$844K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
884+ 16.19% |
$64.7K - $75.9K
|
6.34K
$476K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
876+ 3.56% |
$64.1K - $75.2K
|
25.5K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
876+ 3.77% |
$64.1K - $75.2K
|
24.1K
$1.81M
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
874+ 1.6% |
$64K - $75K
|
55.4K
$4.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
870+ 1.63% |
$63.7K - $74.7K
|
54.4K
$4.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
864+ 26.03% |
$63.3K - $74.1K
|
4.18K
$314K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
860+ 16.35% |
$63K - $73.8K
|
6.12K
$459K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
859+ 7.7% |
$62.9K - $73.7K
|
12K
$901K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
857+ 102.76% |
$62.8K - $73.5K
|
1.69K
$127K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
850New |
$62.2K - $72.9K
|
850
$63.8K
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
850New |
$62.2K - $72.9K
|
850
$63.8K
|