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 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-281- 1.88% |
$20.6K - $24.1K
|
14.6K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-283- 0.77% |
$20.7K - $24.3K
|
36.3K
$2.71M
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
SELL
|
- |
-284- 4.9% |
$20.8K - $24.4K
|
5.51K
$412K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-285- 0.95% |
$20.9K - $24.5K
|
29.7K
$2.22M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-286- 4.21% |
$20.9K - $24.5K
|
6.51K
$487K
|
|
|
Feb 14, 2022
Q4 2021
|
Unigestion Holding Sa
|
SELL
|
- |
-288- 1.3% |
$21.1K - $24.7K
|
21.9K
$1.64M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-289- 2.03% |
$21.2K - $24.8K
|
13.9K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-292- 8.58% |
$21.4K - $25.1K
|
3.11K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-294- 8.51% |
$21.5K - $25.2K
|
3.16K
$236K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-298- 0.64% |
$21.8K - $25.6K
|
46K
$3.44M
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-300- 1.29% |
$22K - $25.7K
|
23K
$1.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-300- 6.64% |
$22K - $25.7K
|
4.22K
$315K
|
|
|
Feb 10, 2022
Q4 2021
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-300- 0.23% |
$22K - $25.7K
|
130K
$9.75M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-300- 4.68% |
$22K - $25.7K
|
6.11K
$457K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-306- 3.03% |
$22.4K - $26.3K
|
9.8K
$732K
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-308- 4.07% |
$22.6K - $26.4K
|
7.27K
$543K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-313- 4.76% |
$22.9K - $26.9K
|
6.27K
$468K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-314- 2.14% |
$23K - $26.9K
|
14.4K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-327- 0.67% |
$23.9K - $28.1K
|
48.4K
$3.62M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-341- 0.08% |
$25K - $29.3K
|
443K
$33.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-343- 1.38% |
$25.1K - $29.4K
|
24.6K
$1.84M
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-349- 2.42% |
$25.6K - $30K
|
14.1K
$1.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-349- 4.62% |
$25.6K - $30K
|
7.2K
$538K
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-349- 0.45% |
$25.6K - $30K
|
77.4K
$5.78M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-352- 8.96% |
$25.8K - $30.2K
|
3.58K
$267K
|
|
|
Feb 15, 2022
Q4 2021
|
University Of Texas
|
SELL
|
- |
-355Closed |
$26K - $30.5K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-355- 2.29% |
$26K - $30.5K
|
15.2K
$1.13M
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-366- 9.52% |
$26.8K - $31.4K
|
3.48K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-370- 1.02% |
$27.1K - $31.8K
|
35.7K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-372Closed |
$27.2K - $31.9K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-383- 1.13% |
$28K - $32.9K
|
33.5K
$2.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-392- 0.29% |
$28.7K - $33.6K
|
135K
$10.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-393- 1.86% |
$28.8K - $33.7K
|
20.7K
$1.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-397Closed |
$29.1K - $34.1K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-400- 8.89% |
$29.3K - $34.3K
|
4.1K
$306K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-407- 13.8% |
$29.8K - $34.9K
|
2.54K
$190K
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-408- 28.98% |
$29.9K - $35K
|
1K
$74.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-420- 3.12% |
$30.8K - $36K
|
13.1K
$976K
|
|
|
Feb 14, 2022
Q4 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-421- 3.14% |
$30.8K - $36.1K
|
13K
$971K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-424- 12.3% |
$31K - $36.4K
|
3.02K
$226K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-436- 11.96% |
$31.9K - $37.4K
|
3.21K
$240K
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-441- 0.24% |
$32.3K - $37.8K
|
184K
$13.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-443- 1.03% |
$32.4K - $38K
|
42.4K
$3.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-456- 0.01% |
$33.4K - $39.1K
|
3.82M
$285M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-463- 3.1% |
$33.9K - $39.7K
|
14.4K
$1.08M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-486- 16.08% |
$35.6K - $41.7K
|
2.54K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-498- 11.81% |
$36.5K - $42.7K
|
3.72K
$278K
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-499- 15.82% |
$36.5K - $42.8K
|
2.66K
$199K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-500Closed |
$36.6K - $42.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-507- 2.51% |
$37.1K - $43.5K
|
19.7K
$1.47M
|