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 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
241+ 3.95% |
$17.6K - $20.7K
|
6.34K
$474K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
240New |
$17.6K - $20.6K
|
240
$17.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
239+ 5.83% |
$17.5K - $20.5K
|
4.34K
$324K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
236+ 7.14% |
$17.3K - $20.3K
|
3.54K
$265K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
218+ 6.51% |
$16K - $18.7K
|
3.57K
$267K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
207+ 1.25% |
$15.2K - $17.8K
|
16.7K
$1.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
203+ 7.07% |
$14.9K - $17.4K
|
3.07K
$230K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
201+ 41.44% |
$14.7K - $17.2K
|
686
$51.3K
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
200+ 0.13% |
$14.6K - $17.2K
|
155K
$11.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
200+ 5.97% |
$14.6K - $17.2K
|
3.55K
$265K
|
|
|
Feb 09, 2022
Q4 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
200+ 2.19% |
$14.6K - $17.2K
|
9.35K
$699K
|
|
|
Jan 21, 2022
Q4 2021
|
Harrington Investments, Inc
|
BUY
|
- |
195+ 0.39% |
$14.3K - $16.7K
|
50.7K
$3.79M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
193+ 0.86% |
$14.1K - $16.6K
|
22.5K
$1.68M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
192+ 4.16% |
$14.1K - $16.5K
|
4.81K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
191+ 3.37% |
$14K - $16.4K
|
5.87K
$438K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
188New |
$13.8K - $16.1K
|
188
$14.1K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
182+ 1.27% |
$13.3K - $15.6K
|
14.5K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
182+ 2.47% |
$13.3K - $15.6K
|
7.57K
$565K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
180+ 0.38% |
$13.2K - $15.4K
|
47.4K
$3.54M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
171+ 11.26% |
$12.5K - $14.7K
|
1.69K
$126K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
169+ 1.82% |
$12.4K - $14.5K
|
9.43K
$705K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
159+ 3.49% |
$11.6K - $13.6K
|
4.72K
$353K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
158+ 1.67% |
$11.6K - $13.6K
|
9.6K
$717K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
158+ 4.76% |
$11.6K - $13.6K
|
3.47K
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
155+ 0.81% |
$11.4K - $13.3K
|
19.4K
$1.45M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
154New |
$11.3K - $13.2K
|
154
$11.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
152New |
$11.1K - $13K
|
152
$11.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
150+ 2.78% |
$11K - $12.9K
|
5.56K
$415K
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
149+ 2.88% |
$10.9K - $12.8K
|
5.33K
$398K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
148+ 127.59% |
$10.8K - $12.7K
|
264
$19.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
133+ 1.03% |
$9.74K - $11.4K
|
13K
$974K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
127+ 3.15% |
$9.3K - $10.9K
|
4.16K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
127+ 4.4% |
$9.3K - $10.9K
|
3.01K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
126+ 15.02% |
$9.23K - $10.8K
|
965
$72.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
124+ 2.24% |
$9.08K - $10.6K
|
5.66K
$423K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
122+ 1.56% |
$8.93K - $10.5K
|
7.93K
$593K
|
|
|
Feb 14, 2022
Q4 2021
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
117+ 0.22% |
$8.57K - $10K
|
53.8K
$4.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
113+ 2.77% |
$8.27K - $9.7K
|
4.2K
$314K
|
|
|
Jan 19, 2022
Q4 2021
|
Salvus Wealth Management, LLC
|
BUY
|
- |
110+ 0.3% |
$8.06K - $9.44K
|
36.4K
$2.72M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
109New |
$7.98K - $9.35K
|
109
$8.15K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
108+ 1.87% |
$7.91K - $9.27K
|
5.9K
$441K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
108+ 2.54% |
$7.91K - $9.27K
|
4.36K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
108New |
$7.91K - $9.27K
|
108
$8.07K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
107+ 0.55% |
$7.84K - $9.18K
|
19.5K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
103+ 3.26% |
$7.54K - $8.84K
|
3.26K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
102+ 1.05% |
$7.47K - $8.75K
|
9.83K
$735K
|
|
|
Feb 14, 2022
Q4 2021
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
100New |
$7.32K - $8.58K
|
100
$7.47K
|
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
100+ 2.16% |
$7.32K - $8.58K
|
4.73K
$353K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
90+ 0.25% |
$6.59K - $7.72K
|
35.4K
$2.65M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
82New |
$6K - $7.04K
|
82
$6.13K
|