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 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-101- 1.37% |
$7.4K - $8.67K
|
7.25K
$541K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-103Closed |
$7.54K - $8.84K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-110- 5.37% |
$8.06K - $9.44K
|
1.94K
$145K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-112- 0.13% |
$8.2K - $9.61K
|
87.6K
$6.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-120- 4.05% |
$8.79K - $10.3K
|
2.84K
$212K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-125Closed |
$9.15K - $10.7K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-126- 0.37% |
$9.23K - $10.8K
|
34.2K
$2.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-126- 16.84% |
$9.23K - $10.8K
|
622
$46.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-129- 0.49% |
$9.45K - $11.1K
|
25.9K
$1.94M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-136Closed |
$9.96K - $11.7K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-140- 0.17% |
$10.3K - $12K
|
82K
$6.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-148- 0.23% |
$10.8K - $12.7K
|
65.3K
$4.88M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-150- 2.37% |
$11K - $12.9K
|
6.18K
$462K
|
|
|
Jan 20, 2022
Q4 2021
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-151- 0.93% |
$11.1K - $13K
|
16.1K
$1.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-155- 3.76% |
$11.4K - $13.3K
|
3.97K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-160- 8.67% |
$11.7K - $13.7K
|
1.69K
$126K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-165- 8.98% |
$12.1K - $14.2K
|
1.67K
$125K
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-173- 2.61% |
$12.7K - $14.8K
|
6.45K
$482K
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
SELL
|
- |
-176- 1.83% |
$12.9K - $15.1K
|
9.44K
$706K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-177- 0.81% |
$13K - $15.2K
|
21.7K
$1.62M
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-182- 3.41% |
$13.3K - $15.6K
|
5.16K
$386K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-182- 1.07% |
$13.3K - $15.6K
|
16.8K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-186- 0.48% |
$13.6K - $16K
|
38.4K
$2.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-187- 2.68% |
$13.7K - $16K
|
6.8K
$508K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-192- 36.99% |
$14.1K - $16.5K
|
327
$24.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-194- 1.21% |
$14.2K - $16.6K
|
15.8K
$1.18M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-196- 11.12% |
$14.4K - $16.8K
|
1.57K
$117K
|
|
|
Feb 14, 2022
Q4 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-199- 5.5% |
$14.6K - $17.1K
|
3.42K
$255K
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
SELL
|
- |
-200- 5.71% |
$14.6K - $17.2K
|
3.3K
$247K
|
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-200- 1.79% |
$14.6K - $17.2K
|
11K
$820K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-200- 6.02% |
$14.6K - $17.2K
|
3.13K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-210- 57.53% |
$15.4K - $18K
|
155
$11.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-210- 0.52% |
$15.4K - $18K
|
39.9K
$2.98M
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-214- 6.24% |
$15.7K - $18.4K
|
3.21K
$240K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-216- 4.39% |
$15.8K - $18.5K
|
4.71K
$352K
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-221- 0.19% |
$16.2K - $19K
|
117K
$8.78M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-233- 2.16% |
$17.1K - $20K
|
10.6K
$790K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-236- 5.76% |
$17.3K - $20.3K
|
3.86K
$288K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-238- 4.92% |
$17.4K - $20.4K
|
4.6K
$344K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-240- 0.29% |
$17.6K - $20.6K
|
82.4K
$6.16M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-241- 1.07% |
$17.6K - $20.7K
|
22.4K
$1.67M
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-250- 4.29% |
$18.3K - $21.5K
|
5.58K
$417K
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-250- 2.12% |
$18.3K - $21.5K
|
11.5K
$862K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-250- 20.0% |
$18.3K - $21.5K
|
1K
$74.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-253- 2.48% |
$18.5K - $21.7K
|
9.95K
$743K
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
SELL
|
- |
-270- 3.16% |
$19.8K - $23.2K
|
8.28K
$619K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-270- 1.7% |
$19.8K - $23.2K
|
15.6K
$1.17M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-270- 7.45% |
$19.8K - $23.2K
|
3.35K
$251K
|
|
|
Feb 09, 2022
Q4 2021
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-272- 11.54% |
$19.9K - $23.3K
|
2.08K
$156K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-280- 4.59% |
$20.5K - $24K
|
5.83K
$435K
|