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 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.92K+ 16.31% |
$287K - $337K
|
28K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.92K+ 105.8% |
$287K - $336K
|
7.62K
$572K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
3.92K+ 28.28% |
$287K - $336K
|
17.8K
$1.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.91KNew |
$286K - $335K
|
3.91K
$293K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.9KNew |
$286K - $335K
|
3.9K
$293K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
3.87KNew |
$283K - $332K
|
3.87K
$291K
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
3.87KNew |
$283K - $332K
|
3.87K
$290K
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
3.8KNew |
$278K - $326K
|
3.8K
$285K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.8K+ 4.18% |
$278K - $326K
|
94.8K
$7.12M
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.65KNew |
$267K - $313K
|
3.65K
$274K
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
3.59K+ 16.24% |
$263K - $308K
|
25.7K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.56K+ 129.84% |
$261K - $306K
|
6.31K
$473K
|
|
|
Feb 02, 2022
Q4 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.54K+ 78.73% |
$259K - $303K
|
8.03K
$602K
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.53K+ 107.0% |
$259K - $303K
|
6.83K
$513K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.51KNew |
$257K - $301K
|
3.51K
$263K
|
|
|
Feb 15, 2022
Q4 2021
|
Equius Partners, Inc.
|
BUY
|
- |
3.5KNew |
$256K - $300K
|
3.5K
$263K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
3.48KNew |
$255K - $298K
|
3.48K
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.44K+ 9.53% |
$252K - $295K
|
39.5K
$2.96M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
3.42KNew |
$250K - $293K
|
3.42K
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
3.42KNew |
$250K - $293K
|
3.42K
$257K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
3.4K+ 26.68% |
$249K - $292K
|
16.1K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
3.39KNew |
$248K - $291K
|
3.39K
$255K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.37K+ 0.25% |
$247K - $289K
|
1.37M
$103M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.35KNew |
$245K - $287K
|
3.35K
$251K
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
3.32KNew |
$243K - $285K
|
3.32K
$249K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.3K+ 19.71% |
$242K - $284K
|
20.1K
$1.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
3.27KNew |
$239K - $281K
|
3.27K
$245K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.26KNew |
$239K - $280K
|
3.26K
$245K
|
|
|
Feb 09, 2022
Q4 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.23KNew |
$236K - $277K
|
3.23K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.23K+ 1.51% |
$236K - $277K
|
217K
$16.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.15K+ 75.18% |
$231K - $270K
|
7.34K
$551K
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
3.11K+ 2.34% |
$228K - $267K
|
136K
$10.2M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3.1KNew |
$227K - $266K
|
3.1K
$233K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
3.06KNew |
$224K - $263K
|
3.06K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
3.04K+ 509.21% |
$223K - $261K
|
3.64K
$273K
|
|
|
Jan 21, 2022
Q4 2021
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3KNew |
$220K - $257K
|
3K
$225K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
2.99KNew |
$219K - $256K
|
2.99K
$224K
|
|
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
2.93K+ 0.63% |
$215K - $252K
|
470K
$35.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
2.93KNew |
$215K - $252K
|
2.93K
$220K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.93KNew |
$214K - $251K
|
2.93K
$220K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.92K+ 3.47% |
$214K - $250K
|
87K
$6.53M
|
|
|
Jan 14, 2022
Q4 2021
|
Addenda Capital Inc.
|
BUY
|
- |
2.91K+ 2.25% |
$213K - $250K
|
133K
$9.95M
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
2.89KNew |
$211K - $248K
|
2.89K
$217K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.88KNew |
$211K - $247K
|
2.88K
$216K
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.88KNew |
$211K - $247K
|
2.88K
$216K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
2.87KNew |
$210K - $246K
|
2.87K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.87K+ 53.65% |
$210K - $246K
|
8.22K
$617K
|
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
2.87K+ 1.78% |
$210K - $246K
|
164K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.86K+ 0.44% |
$209K - $245K
|
660K
$49.6M
|
|
|
May 04, 2022
Q4 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.86K+ 40.01% |
$209K - $245K
|
9.99K
$750K
|