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
Nov 18, 2022 Q4 2021
Citizens Business Bank

Ontario, CA
SELL
 -
-8K
- 11.82%
$586K - $687K
59.7K $4.42M
Feb 10, 2022 Q4 2021
Gator Capital Management, LLC

SELL
 -
-8.25K
Closed
$604K - $708K
0 $0
Feb 02, 2022 Q4 2021
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-8.28K
- 11.75%
$606K - $711K
62.2K $4.6M
Feb 01, 2022 Q4 2021
Morningstar Investment Services LLC

Chicago, IL
SELL
 -
-8.63K
- 1.67%
$632K - $740K
507K $37.5M
Feb 11, 2022 Q4 2021
Connacht Asset Management LP

New York, NY
SELL
 -
-8.85K
- 66.98%
$648K - $759K
4.36K $323K
Feb 14, 2022 Q4 2021
San Luis Wealth Advisors LLC

San Luis Obispo, CA
SELL
 -
-8.87K
Closed
$649K - $761K
0 $0
Feb 14, 2022 Q4 2021
Farmers Trust CO

SELL
 -
-9.46K
- 11.55%
$693K - $812K
72.4K $5.36M
Feb 02, 2022 Q4 2021
Rmr Wealth Builders

SELL
 -
-9.57K
Closed
$701K - $821K
0 $0
Feb 14, 2022 Q4 2021
First Foundation Advisors

Irvine, CA
SELL
 -
-9.8K
- 3.61%
$718K - $841K
262K $19.4M
Jan 28, 2022 Q4 2021
Essex LLC

SELL
 -
-10.1K
- 63.49%
$738K - $865K
5.8K $429K
Oct 18, 2022 Q4 2021
Royal London Asset Management LTD

United Kingdom, X0
SELL
 -
-10.2K
- 1.97%
$749K - $878K
510K $37.8M
Jan 21, 2022 Q4 2021
Russell Investments Group, Ltd.

SELL
 -
-10.5K
- 0.45%
$772K - $905K
2.34M $174M
Jan 27, 2022 Q4 2021
Conning Inc.

SELL
 -
-10.7K
- 9.95%
$781K - $915K
96.6K $7.15M
Feb 08, 2022 Q4 2021
Imc Chicago, LLC

SELL
 -
-10.9K
Closed
$797K - $934K
0 $0
Feb 14, 2022 Q4 2021
Ossiam

Paris, I0
SELL
 -
-11K
- 65.42%
$808K - $947K
5.83K $432K
Jan 24, 2022 Q4 2021
Strs Ohio

SELL
 -
-11.3K
- 0.87%
$829K - $972K
1.29M $95.4M
Jan 18, 2022 Q4 2021
Pendal Group LTD

SELL
 -
-11.3K
- 17.42%
$830K - $972K
53.7K $3.98M
Feb 11, 2022 Q4 2021
Fora Capital, LLC

Miami, FL
SELL
 -
-11.5K
Closed
$844K - $989K
0 $0
Jan 26, 2022 Q4 2021
Monte Financial Group, LLC

SELL
 -
-11.5K
- 13.87%
$846K - $991K
71.7K $5.31M
Jan 10, 2022 Q4 2021
Crossmark Global Holdings, Inc.

SELL
 -
-11.7K
- 5.17%
$854K - $1M
214K $15.8M
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

SELL
 -
-11.8K
- 17.41%
$866K - $1.02M
56.1K $4.15M
Feb 14, 2022 Q4 2021
Cigna Investments Inc

Bloomfield, CT
SELL
 -
-12K
- 26.13%
$879K - $1.03M
33.9K $2.51M
Feb 09, 2022 Q4 2021
Nuance Investments, LLC

Kansas City, MO
SELL
 -
-12K
Closed
$882K - $1.03M
0 $0
Jan 31, 2022 Q4 2021
Ledyard National Bank

SELL
 -
-12.2K
- 8.5%
$896K - $1.05M
132K $9.74M
Jan 25, 2022 Q4 2021
Hohimer Wealth Management, LLC

SELL
 -
-12.5K
- 15.97%
$912K - $1.07M
65.5K $4.85M
Feb 14, 2022 Q4 2021
Credit Agricole S A

SELL
 -
-12.7K
- 84.78%
$928K - $1.09M
2.28K $168K
Jan 25, 2022 Q4 2021
Fukoku Mutual Life Insurance CO

SELL
 -
-12.7K
- 59.19%
$929K - $1.09M
8.75K $648K
Jan 12, 2022 Q4 2021
State Of Alaska, Department Of Revenue

SELL
 -
-12.8K
- 5.54%
$934K - $1.09M
218K $16.1M
Feb 10, 2022 Q4 2021
Panagora Asset Management Inc

Boston, MA
SELL
 -
-12.8K
- 27.79%
$939K - $1.1M
33.3K $2.47M
Feb 10, 2022 Q4 2021
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
SELL
 -
-12.9K
- 89.97%
$942K - $1.1M
1.43K $106K
Feb 11, 2022 Q4 2021
British Columbia Investment Management Corp

Victoria, A1
SELL
 -
-13K
- 3.01%
$948K - $1.11M
417K $30.9M
Feb 14, 2022 Q4 2021
Hbk Investments L P

Dallas, TX
SELL
 -
-13.2K
- 77.07%
$969K - $1.14M
3.94K $291K
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-13.5K
- 31.4%
$987K - $1.16M
29.4K $2.18M
Jan 24, 2022 Q4 2021
New York State Teachers Retirement System

SELL
 -
-13.8K
- 0.83%
$1.01M - $1.19M
1.65M $122M
Feb 11, 2022 Q4 2021
Sentry Investment Management LLC

SELL
 -
-13.9K
Closed
$1.02M - $1.19M
0 $0
Mar 07, 2022 Q4 2021
Stephens Inc

SELL
 -
-14.1K
- 22.69%
$1.03M - $1.21M
47.9K $3.54M
Feb 14, 2022 Q4 2021
Teza Capital Management LLC

Chicago, IL
SELL
 -
-14.3K
Closed
$1.05M - $1.23M
0 $0
Feb 14, 2022 Q4 2021
Man Group PLC

London, X0
SELL
 -
-14.3K
- 3.5%
$1.05M - $1.23M
395K $29.3M
Feb 15, 2022 Q4 2021
Wall Street Access Asset Management, LLC

New York, NY
SELL
 -
-14.6K
Closed
$1.07M - $1.26M
0 $0
Feb 11, 2022 Q4 2021
Gabelli Funds LLC

Rye, NY
SELL
 -
-15K
- 22.39%
$1.1M - $1.29M
52K $3.85M
Feb 09, 2022 Q4 2021
Asset Management One Co., Ltd.

SELL
 -
-15K
- 2.26%
$1.1M - $1.29M
651K $48.2M
Feb 11, 2022 Q4 2021
University Of Notre Dame Du Lac

South Bend, IN
SELL
 -
-15.7K
Closed
$1.15M - $1.35M
0 $0
Jan 25, 2022 Q4 2021
Allen Capital Group, LLC

SELL
 -
-15.7K
Closed
$1.15M - $1.35M
0 $0
Feb 15, 2022 Q4 2021
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-15.9K
- 2.23%
$1.17M - $1.37M
699K $51.7M
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-16.1K
- 45.3%
$1.18M - $1.38M
19.5K $1.44M
Feb 10, 2022 Q4 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-16.2K
- 69.88%
$1.18M - $1.39M
6.97K $516K
Feb 14, 2022 Q4 2021
Barr E S & CO

Lexington, KY
SELL
 -
-16.5K
- 2.87%
$1.21M - $1.42M
558K $41.3M
Feb 15, 2022 Q4 2021
Neo Ivy Capital Management

New York, NY
SELL
 -
-16.5K
Closed
$1.21M - $1.42M
0 $0
Feb 08, 2022 Q4 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-16.6K
- 10.24%
$1.22M - $1.43M
146K $10.8M

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