Purchases and Sales Made in Q4 2021 in Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-2.19K
Closed
$160K - $188K
0 $0
Feb 09, 2022 Q4 2021
Biechele Royce Advisors

SELL
 -
-2.22K
- 2.0%
$162K - $190K
108K $8.11M
Feb 11, 2022 Q4 2021
Mufg Securities Emea PLC

London, X0
SELL
 -
-2.26K
- 68.46%
$165K - $194K
1.04K $77.8K
Feb 14, 2022 Q4 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-2.3K
- 6.42%
$169K - $198K
33.6K $2.51M
Jan 21, 2022 Q4 2021
Jacobs & CO

SELL
 -
-2.3K
- 1.45%
$169K - $198K
157K $11.7M
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-2.34K
- 27.65%
$172K - $201K
6.13K $458K
Feb 08, 2022 Q4 2021
Financial Avengers, Inc.

Oakland, CA
SELL
 -
-2.36K
- 1.44%
$172K - $202K
161K $12M
Feb 11, 2022 Q4 2021
Independent Advisor Alliance

SELL
 -
-2.37K
- 34.04%
$173K - $203K
4.59K $343K
Feb 14, 2022 Q4 2021
Public Sector Pension Investment Board

Montreal, A8
SELL
 -
-2.42K
- 0.96%
$177K - $208K
251K $18.7M
Feb 14, 2022 Q4 2021
Howe & Rusling Inc

Rochester, NY
SELL
 -
-2.56K
- 2.51%
$188K - $220K
99.7K $7.45M
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-2.61K
- 2.04%
$191K - $224K
125K $9.34M
Jan 26, 2022 Q4 2021
Flc Capital Advisors

SELL
 -
-2.65K
- 47.69%
$194K - $227K
2.91K $217K
Feb 10, 2022 Q4 2021
Financial Counselors Inc

SELL
 -
-2.71K
- 1.63%
$198K - $232K
164K $12.2M
Jan 13, 2022 Q4 2021
Mc Guire Investment Group, LLC

SELL
 -
-2.85K
- 2.05%
$209K - $245K
137K $10.2M
Feb 14, 2022 Q4 2021
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
SELL
 -
-2.88K
- 15.47%
$211K - $248K
15.8K $1.18M
Jan 19, 2022 Q4 2021
Acas, LLC

SELL
 -
-2.89K
Closed
$211K - $248K
0 $0
Feb 14, 2022 Q4 2021
Family Management Corp

New York, NY
SELL
 -
-2.89K
Closed
$212K - $248K
0 $0
Feb 11, 2022 Q4 2021
Chris Davis Davis Selected Advisers | Tucson, Az
SELL
 -
-2.9K
- 0.34%
$212K - $249K
852K $63.7M
Feb 09, 2022 Q4 2021
Bnp Paribas Asset Management Holding S.A.

SELL
 -
-2.93K
- 1.36%
$214K - $251K
213K $15.9M
Jan 31, 2022 Q4 2021
State Of New Jersey Common Pension Fund D

SELL
 -
-3.01K
- 0.35%
$220K - $258K
851K $63.6M
Feb 15, 2022 Q4 2021
Cypress Capital Group

SELL
 -
-3.07K
Closed
$225K - $263K
0 $0
Feb 14, 2022 Q4 2021
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-3.17K
- 1.22%
$232K - $272K
256K $19.1M
Feb 14, 2022 Q4 2021
Connable Office Inc

SELL
 -
-3.2K
- 6.54%
$234K - $274K
45.6K $3.41M
Feb 14, 2022 Q4 2021
Redwood Investment Management, LLC

Scottsdale, AZ
SELL
 -
-3.22K
Closed
$236K - $276K
0 $0
Feb 14, 2022 Q4 2021
Mark Asset Management LP

New York, NY
SELL
 -
-3.23K
- 1.61%
$236K - $277K
197K $14.7M
Jan 19, 2022 Q4 2021
Paces Ferry Wealth Advisors, LLC

SELL
 -
-3.3K
Closed
$242K - $283K
0 $0
Mar 01, 2022 Q4 2021
Semmax Financial Advisors Inc.

Winston Salem, NC
SELL
 -
-3.32K
- 20.91%
$243K - $285K
12.6K $940K
Feb 10, 2022 Q4 2021
Citizens Financial Group Inc

SELL
 -
-3.36K
- 2.0%
$246K - $288K
165K $12.3M
Feb 15, 2022 Q4 2021
Vestcor Inc

Fredericton, A3
SELL
 -
-3.45K
- 16.18%
$252K - $296K
17.9K $1.33M
Jan 18, 2022 Q4 2021
Leith Wheeler Investment Counsel Ltd.

SELL
 -
-3.45K
Closed
$253K - $296K
0 $0
Feb 07, 2022 Q4 2021
Brr Op Co, LLC

SELL
 -
-3.46K
Closed
$254K - $297K
0 $0
Feb 08, 2022 Q4 2021
Q Pula Trading Management LP

New York, NY
SELL
 -
-3.49K
Closed
$256K - $300K
0 $0
Feb 14, 2022 Q4 2021
Maven Securities LTD

St Helier, Y9
SELL
 -
-3.51K
Closed
$257K - $301K
0 $0
Jan 24, 2022 Q4 2021
Westbourne Investment Advisors, Inc.

SELL
 -
-3.63K
- 3.37%
$265K - $311K
104K $7.77M
Feb 14, 2022 Q4 2021
Meiji Yasuda Life Insurance CO

Tokyo, M0
SELL
 -
-3.63K
- 9.51%
$266K - $312K
34.6K $2.58M
Feb 14, 2022 Q4 2021
Tocqueville Asset Management L.P.

New York, NY
SELL
 -
-3.71K
- 0.36%
$271K - $318K
1.01M $75.8M
Feb 08, 2022 Q4 2021
Stockman Wealth Management, Inc.

SELL
 -
-3.71K
- 5.3%
$271K - $318K
66.3K $4.95M
Feb 09, 2022 Q4 2021
Thompson Siegel & Walmsley LLC

SELL
 -
-3.71K
- 1.9%
$272K - $319K
191K $14.3M
Jan 28, 2022 Q4 2021
Accuvest Global Advisors

Provo, UT
SELL
 -
-3.81K
Closed
$279K - $327K
0 $0
Feb 08, 2022 Q4 2021
Savant Capital, LLC

SELL
 -
-3.81K
- 41.35%
$279K - $327K
5.4K $404K
Feb 14, 2022 Q4 2021
Spectrum Asset Management, Inc.

SELL
 -
-3.84K
- 6.21%
$281K - $330K
58K $4.34M
Feb 04, 2022 Q4 2021
Torray LLC

SELL
 -
-3.85K
- 5.48%
$282K - $331K
66.5K $4.97M
Feb 08, 2022 Q4 2021
Live Oak Private Wealth LLC

SELL
 -
-3.97K
- 2.27%
$291K - $341K
171K $12.8M
Feb 11, 2022 Q4 2021
Mario Gabelli Gamco Investors, Inc. Et Al | Rye, Ny
SELL
 -
-4K
- 3.57%
$293K - $343K
108K $8.07M
Jan 13, 2022 Q4 2021
Burke & Herbert Bank & Trust CO

SELL
 -
-4K
- 43.01%
$293K - $343K
5.3K $396K
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-4.03K
Closed
$295K - $345K
0 $0
Feb 10, 2022 Q4 2021
Acadian Asset Management LLC

Boston, MA
SELL
 -
-4.2K
- 15.12%
$307K - $360K
23.6K $1.76M
Jan 14, 2022 Q4 2021
Relyea Zuckerberg Hanson LLC

SELL
 -
-4.2K
Closed
$308K - $361K
0 $0
Feb 08, 2022 Q4 2021
Corda Investment Management, Llc.

Houston, TX
SELL
 -
-4.23K
- 1.41%
$309K - $363K
296K $22.1M

Track Institutional and Insider Activities on SCHW

Follow SCHWAB CHARLES CORP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHW shares.

Notify only if

Insider Trading

Get notified when an Schwab Charles Corp insider buys or sells SCHW shares.

Notify only if

News

Receive news related to SCHWAB CHARLES CORP

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHW