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 11, 2022
Q4 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-508- 0.48% |
$37.2K - $43.6K
|
106K
$7.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Gam Holding Ag
|
SELL
|
- |
-509- 0.4% |
$37.3K - $43.7K
|
127K
$9.47M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-519Closed |
$38K - $44.5K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-525- 2.75% |
$38.4K - $45.1K
|
18.6K
$1.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-528- 9.98% |
$38.7K - $45.3K
|
4.76K
$356K
|
|
|
Jan 25, 2022
Q4 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-545- 17.37% |
$39.9K - $46.8K
|
2.59K
$194K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-549- 0.81% |
$40.2K - $47.1K
|
67.6K
$5.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-550- 26.75% |
$40.3K - $47.2K
|
1.51K
$113K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-552- 1.89% |
$40.4K - $47.4K
|
28.6K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-554- 16.03% |
$40.6K - $47.5K
|
2.9K
$217K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-556- 3.82% |
$40.7K - $47.7K
|
14K
$1.05M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-577- 6.8% |
$42.3K - $49.5K
|
7.91K
$591K
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
SELL
|
- |
-578- 2.91% |
$42.3K - $49.6K
|
19.3K
$1.44M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-581- 1.47% |
$42.5K - $49.9K
|
38.9K
$2.91M
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-582- 1.2% |
$42.6K - $49.9K
|
47.7K
$3.57M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-594Closed |
$43.5K - $51K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-600- 1.38% |
$43.9K - $51.5K
|
43K
$3.22M
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-609- 3.51% |
$44.6K - $52.3K
|
16.7K
$1.25M
|
|
|
Jan 03, 2022
Q4 2021
|
Red Spruce Capital, LLC
|
SELL
|
- |
-614- 1.88% |
$45K - $52.7K
|
32K
$2.39M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-618Closed |
$45.3K - $53K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-630- 13.72% |
$46.1K - $54.1K
|
3.96K
$296K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-632- 58.68% |
$46.3K - $54.2K
|
445
$33.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-648- 1.77% |
$47.5K - $55.6K
|
35.9K
$2.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-650- 15.38% |
$47.6K - $55.8K
|
3.58K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-663Closed |
$48.6K - $56.9K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-676- 3.36% |
$49.5K - $58K
|
19.5K
$1.45M
|
|
|
Jan 18, 2022
Q4 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-700- 0.64% |
$51.3K - $60.1K
|
109K
$8.13M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-700- 4.24% |
$51.3K - $60.1K
|
15.8K
$1.18M
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-703- 5.21% |
$51.5K - $60.3K
|
12.8K
$956K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-714- 6.24% |
$52.3K - $61.3K
|
10.7K
$801K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-717- 25.53% |
$52.5K - $61.5K
|
2.09K
$156K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-735- 2.52% |
$53.8K - $63.1K
|
28.5K
$2.13M
|
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-741- 1.46% |
$54.3K - $63.6K
|
50K
$3.74M
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
SELL
|
- |
-745- 5.88% |
$54.6K - $63.9K
|
11.9K
$892K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-745- 16.93% |
$54.6K - $63.9K
|
3.66K
$273K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-758- 15.74% |
$55.5K - $65.1K
|
4.06K
$303K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-806- 2.89% |
$59K - $69.2K
|
27.1K
$2.02M
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-817Closed |
$59.8K - $70.1K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-828- 6.61% |
$60.6K - $71.1K
|
11.7K
$875K
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-833- 12.6% |
$61K - $71.5K
|
5.78K
$432K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-835- 23.97% |
$61.1K - $71.7K
|
2.65K
$198K
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-845- 2.59% |
$61.9K - $72.5K
|
31.8K
$2.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-850- 3.35% |
$62.2K - $72.9K
|
24.6K
$1.84M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-870- 1.71% |
$63.7K - $74.7K
|
49.9K
$3.73M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-880- 8.85% |
$64.4K - $75.5K
|
9.07K
$678K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-890- 88.73% |
$65.2K - $76.4K
|
113
$8.45K
|
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-970- 2.86% |
$71K - $83.2K
|
32.9K
$2.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-973- 23.23% |
$71.3K - $83.5K
|
3.22K
$240K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-973- 2.06% |
$71.3K - $83.5K
|
46.3K
$3.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-989- 2.53% |
$72.4K - $84.9K
|
38.2K
$2.85M
|