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
|
Sawtooth Solutions, LLC
|
BUY
|
- |
9.36K+ 126.24% |
$686K - $804K
|
16.8K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
9.2K+ 0.6% |
$674K - $790K
|
1.54M
$116M
|
|
|
Jan 18, 2022
Q4 2021
|
Clear Street Markets LLC
|
BUY
|
- |
8.96KNew |
$656K - $769K
|
8.96K
$672K
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
8.94K+ 8.86% |
$654K - $767K
|
110K
$8.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
8.93KNew |
$654K - $766K
|
8.93K
$670K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
8.89KNew |
$651K - $763K
|
8.89K
$667K
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
8.81KNew |
$645K - $756K
|
8.81K
$661K
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.81KNew |
$645K - $756K
|
8.81K
$661K
|
|
|
Feb 09, 2022
Q4 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
8.74KNew |
$640K - $750K
|
8.74K
$656K
|
|
|
Feb 14, 2022
Q4 2021
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
8.74K+ 0.77% |
$640K - $750K
|
1.14M
$85.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
8.73K+ 0.97% |
$639K - $749K
|
907K
$68.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
8.7KNew |
$637K - $747K
|
8.7K
$653K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
8.7KNew |
$637K - $747K
|
8.7K
$653K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.66K+ 5.03% |
$634K - $743K
|
181K
$13.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
8.59K+ 71.71% |
$629K - $737K
|
20.6K
$1.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
8.58K+ 6.6% |
$629K - $737K
|
139K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.58K+ 47.4% |
$629K - $737K
|
26.7K
$2M
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
8.25KNew |
$604K - $708K
|
8.25K
$619K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8.2K+ 156.85% |
$600K - $703K
|
13.4K
$1.01M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
7.96K+ 122.81% |
$583K - $683K
|
14.4K
$1.08M
|
|
|
Jan 28, 2022
Q4 2021
|
Everence Capital Management Inc
|
BUY
|
- |
7.94K+ 25.8% |
$581K - $681K
|
38.7K
$2.91M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.74K+ 1.77% |
$566K - $664K
|
444K
$33.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
7.66K+ 7660.0% |
$561K - $657K
|
7.76K
$582K
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
7.52KNew |
$551K - $645K
|
7.52K
$564K
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
BUY
|
- |
7.45K+ 10.19% |
$546K - $639K
|
80.5K
$6.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.41KNew |
$543K - $636K
|
7.41K
$556K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
7.4KNew |
$542K - $635K
|
7.4K
$555K
|
|
|
Jan 27, 2022
Q4 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
7.4K+ 21.21% |
$542K - $635K
|
42.3K
$3.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
7.39K+ 16.06% |
$541K - $634K
|
53.4K
$4.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
7.37KNew |
$540K - $633K
|
7.37K
$553K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
7.33K+ 0.98% |
$537K - $629K
|
752K
$56.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
7.15KNew |
$523K - $613K
|
7.15K
$536K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.11K+ 9.01% |
$520K - $610K
|
86K
$6.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.99KNew |
$512K - $600K
|
6.99K
$525K
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
6.83K+ 40.78% |
$500K - $586K
|
23.6K
$1.77M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
6.73KNew |
$493K - $578K
|
6.73K
$505K
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
6.6K+ 1.3% |
$484K - $567K
|
516K
$38.8M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.6KNew |
$484K - $567K
|
6.6K
$496K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
6.56K+ 41.05% |
$480K - $563K
|
22.5K
$1.69M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.54K+ 60.54% |
$479K - $561K
|
17.3K
$1.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6.5K+ 99.85% |
$476K - $558K
|
13K
$977K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
6.37K+ 20.48% |
$467K - $547K
|
37.5K
$2.81M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6.34KNew |
$464K - $544K
|
6.34K
$476K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.29K+ 8.29% |
$461K - $540K
|
82.2K
$6.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.2KNew |
$454K - $532K
|
6.2K
$465K
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
6.15KNew |
$451K - $528K
|
6.15K
$462K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.99K+ 3.46% |
$439K - $514K
|
179K
$13.5M
|
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
5.88KNew |
$430K - $504K
|
5.88K
$441K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.75K+ 40.46% |
$421K - $494K
|
20K
$1.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.58K+ 80.36% |
$409K - $479K
|
12.5K
$940K
|