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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-4.29K- 16.59% |
$314K - $368K
|
21.6K
$1.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4.4K- 3.42% |
$322K - $377K
|
124K
$9.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-4.49K- 4.5% |
$329K - $385K
|
95.2K
$7.04M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.59K- 6.99% |
$336K - $394K
|
61.1K
$4.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.67K- 64.72% |
$342K - $401K
|
2.55K
$189K
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-4.69K- 1.51% |
$343K - $402K
|
307K
$22.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-4.7KClosed |
$344K - $403K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Aviva PLC
|
SELL
|
- |
-4.72K- 1.03% |
$346K - $405K
|
456K
$33.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-4.73KClosed |
$346K - $406K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.82K- 5.32% |
$353K - $414K
|
85.8K
$6.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Mackay Shields LLC
|
SELL
|
- |
-4.83K- 2.11% |
$354K - $415K
|
224K
$16.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4.85KClosed |
$355K - $416K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.9K- 39.43% |
$359K - $420K
|
7.52K
$557K
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
SELL
|
- |
-4.93K- 1.55% |
$361K - $423K
|
313K
$23.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-5.03K- 31.96% |
$369K - $432K
|
10.7K
$793K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.09K- 1.08% |
$373K - $437K
|
466K
$34.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.14K- 1.25% |
$376K - $441K
|
405K
$30M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.15K- 6.54% |
$377K - $442K
|
73.5K
$5.44M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.23K- 7.11% |
$383K - $449K
|
68.4K
$5.06M
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-5.26KClosed |
$385K - $451K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5.3K- 2.57% |
$388K - $455K
|
201K
$14.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-5.45KClosed |
$399K - $468K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-5.62KClosed |
$411K - $482K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-5.74K- 37.87% |
$420K - $492K
|
9.41K
$696K
|
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-5.91K- 16.73% |
$433K - $507K
|
29.4K
$2.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.92K- 5.74% |
$434K - $508K
|
97.2K
$7.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
SELL
|
- |
-5.94K- 1.59% |
$435K - $510K
|
369K
$27.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-6.05K- 69.83% |
$443K - $519K
|
2.61K
$193K
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-6.08K- 60.14% |
$445K - $522K
|
4.03K
$298K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.09KClosed |
$446K - $523K
|
0
$0
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-6.09K- 44.23% |
$446K - $523K
|
7.68K
$568K
|
|
|
Jan 20, 2022
Q4 2021
|
Ami Asset Management Corp
|
SELL
|
- |
-6.1K- 0.77% |
$446K - $523K
|
785K
$58.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-6.21KClosed |
$455K - $533K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
SELL
|
- |
-6.37K- 0.77% |
$466K - $547K
|
824K
$61M
|
|
|
Jan 19, 2022
Q4 2021
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-6.5K- 6.62% |
$476K - $558K
|
91.7K
$6.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Fosun International LTD
|
SELL
|
- |
-6.5K- 22.89% |
$476K - $558K
|
21.9K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-6.5K- 33.92% |
$476K - $558K
|
12.7K
$937K
|
|
|
Feb 08, 2022
Q4 2021
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-6.69K- 1.43% |
$490K - $574K
|
461K
$34.1M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-6.7K- 3.53% |
$491K - $575K
|
183K
$13.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-6.73K- 11.23% |
$493K - $578K
|
53.2K
$3.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-6.81KClosed |
$499K - $584K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-6.84K- 1.7% |
$501K - $587K
|
396K
$29.3M
|
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-6.91K- 2.04% |
$506K - $593K
|
332K
$24.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
SELL
|
- |
-7K- 3.66% |
$513K - $601K
|
184K
$13.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-7K- 16.93% |
$513K - $601K
|
34.3K
$2.54M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-7.15K- 10.82% |
$524K - $614K
|
58.9K
$4.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-7.36K- 0.39% |
$539K - $632K
|
1.87M
$139M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.43K- 0.68% |
$544K - $638K
|
1.09M
$80.5M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.51K- 60.86% |
$550K - $644K
|
4.83K
$357K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-7.79K- 36.08% |
$570K - $668K
|
13.8K
$1.02M
|