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 02, 2022
Q4 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
83.5K+ 37.99% |
$6.11M - $7.17M
|
303K
$22.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
82.2K+ 1.09% |
$6.02M - $7.05M
|
7.59M
$570M
|
|
|
Feb 15, 2022
Q4 2021
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
81.9K+ 3.21% |
$6M - $7.03M
|
2.64M
$198M
|
|
|
Jan 21, 2022
Q4 2021
|
Vantage Investment Partners, LLC
|
BUY
|
- |
81.3KNew |
$5.95M - $6.98M
|
81.3K
$6.1M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
80.9K+ 483.05% |
$5.92M - $6.94M
|
97.6K
$7.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
79.8K+ 270.18% |
$5.84M - $6.85M
|
109K
$8.2M
|
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
BUY
|
- |
79.7K+ 2721.31% |
$5.83M - $6.84M
|
82.6K
$6.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
78.2KNew |
$5.73M - $6.71M
|
78.2K
$5.87M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
76.2KNew |
$5.58M - $6.54M
|
76.2K
$5.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
75KNew |
$5.49M - $6.44M
|
75K
$5.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
73.1K+ 4.73% |
$5.35M - $6.27M
|
1.62M
$121M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
73K+ 14.89% |
$5.35M - $6.27M
|
564K
$42.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
73K+ 1.45% |
$5.35M - $6.26M
|
5.1M
$382M
|
|
|
Feb 08, 2022
Q4 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
72.6K+ 20.79% |
$5.32M - $6.23M
|
422K
$31.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
72.2K+ 92.83% |
$5.29M - $6.2M
|
150K
$11.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
71.4K+ 9.87% |
$5.23M - $6.12M
|
795K
$59.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Ing Groep Nv
|
BUY
|
- |
70.2K+ 55.69% |
$5.14M - $6.02M
|
196K
$14.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
69.2K+ 18.3% |
$5.07M - $5.94M
|
448K
$33.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
65.7K+ 18.15% |
$4.81M - $5.64M
|
428K
$32.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
64.9K+ 2282.13% |
$4.75M - $5.57M
|
67.7K
$5.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
63.4KNew |
$4.65M - $5.44M
|
63.4K
$4.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
62.2K+ 1.78% |
$4.55M - $5.34M
|
3.55M
$267M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
61.6K+ 16.76% |
$4.51M - $5.28M
|
429K
$32.2M
|
|
|
May 17, 2022
Q4 2021
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
60.3KNew |
$4.42M - $5.18M
|
60.3K
$4.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.2K+ 16.46% |
$4.26M - $5M
|
412K
$30.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
57.2K+ 4.73% |
$4.19M - $4.91M
|
1.27M
$95.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
56.6K+ 90.74% |
$4.15M - $4.86M
|
119K
$8.93M
|
|
|
Jan 20, 2022
Q4 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
54.9KNew |
$4.02M - $4.71M
|
54.9K
$4.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
54.3KNew |
$3.98M - $4.66M
|
54.3K
$4.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
53.6KNew |
$3.93M - $4.6M
|
53.6K
$4.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
53.6K+ 110.02% |
$3.92M - $4.6M
|
102K
$7.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
51.9K+ 1.34% |
$3.8M - $4.45M
|
3.92M
$294M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
49.2KNew |
$3.6M - $4.22M
|
49.2K
$3.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
48.5K+ 14.69% |
$3.55M - $4.16M
|
379K
$28.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
48.4KNew |
$3.54M - $4.15M
|
48.4K
$3.63M
|
|
|
Feb 08, 2022
Q4 2021
|
Amica Mutual Insurance CO
|
BUY
|
- |
46.8KNew |
$3.43M - $4.02M
|
46.8K
$3.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
45.2KNew |
$3.31M - $3.88M
|
45.2K
$3.39M
|
|
|
Feb 11, 2022
Q4 2021
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
45KNew |
$3.3M - $3.86M
|
45K
$3.38M
|
|
|
Feb 09, 2022
Q4 2021
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
44.8K+ 2.26% |
$3.28M - $3.84M
|
2.03M
$152M
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
43KNew |
$3.15M - $3.69M
|
43K
$3.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
42.2KNew |
$3.09M - $3.62M
|
42.2K
$3.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
39.8KNew |
$2.92M - $3.42M
|
39.8K
$2.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
38.8K+ 81.49% |
$2.84M - $3.33M
|
86.3K
$6.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
38.1K+ 0.22% |
$2.79M - $3.27M
|
17M
$1.28B
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
35.4K+ 1.65% |
$2.59M - $3.04M
|
2.18M
$163M
|
|
|
Jan 31, 2022
Q4 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
34.7K+ 59.6% |
$2.54M - $2.98M
|
93K
$6.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
34K+ 27.2% |
$2.49M - $2.92M
|
159K
$11.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
34K+ 43.53% |
$2.49M - $2.91M
|
112K
$8.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
33.7KNew |
$2.47M - $2.89M
|
33.7K
$2.53M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
33.4KNew |
$2.44M - $2.86M
|
33.4K
$2.5M
|