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 24, 2022
Q4 2021
|
Wedge Capital Management L L P
|
BUY
|
- |
2.84KNew |
$208K - $243K
|
2.84K
$213K
|
|
|
Feb 10, 2022
Q4 2021
|
Lee Capital Holdings LLC
New York, NY |
BUY
|
- |
2.82K+ 24.12% |
$207K - $242K
|
14.5K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$205K - $241K
|
2.8K
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.8K+ 27.86% |
$205K - $240K
|
12.8K
$964K
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.79KNew |
$204K - $239K
|
2.79K
$209K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
2.78K+ 13.32% |
$204K - $239K
|
23.7K
$1.78M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.76KNew |
$202K - $237K
|
2.76K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.76K+ 9.46% |
$202K - $237K
|
32K
$2.4M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.76KNew |
$202K - $236K
|
2.76K
$207K
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
2.75KNew |
$202K - $236K
|
2.75K
$207K
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
2.74K+ 2.19% |
$201K - $235K
|
128K
$9.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.73K+ 107.98% |
$200K - $234K
|
5.26K
$395K
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.73KNew |
$200K - $234K
|
2.73K
$205K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.71KNew |
$199K - $233K
|
2.71K
$204K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.7K+ 12.8% |
$197K - $231K
|
23.7K
$1.78M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.69K+ 9.41% |
$197K - $231K
|
31.2K
$2.34M
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
BUY
|
- |
2.68KNew |
$197K - $230K
|
2.68K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.68KNew |
$196K - $230K
|
2.68K
$201K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.66KNew |
$195K - $228K
|
2.66K
$200K
|
|
|
Feb 16, 2022
Q4 2021
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
2.66KNew |
$194K - $228K
|
2.66K
$199K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
2.64K+ 2.2% |
$194K - $227K
|
123K
$9.23M
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
BUY
|
- |
2.62KNew |
$192K - $225K
|
2.62K
$197K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.62KNew |
$191K - $224K
|
2.62K
$196K
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.61KNew |
$191K - $224K
|
2.61K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.58K+ 1.64% |
$189K - $222K
|
160K
$12M
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.58KNew |
$189K - $221K
|
2.58K
$194K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
2.56KNew |
$187K - $219K
|
2.56K
$192K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.56KNew |
$187K - $219K
|
2.56K
$192K
|
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.55KNew |
$187K - $219K
|
2.55K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Deuterium Capital Management, LLC
|
BUY
|
- |
2.53KNew |
$185K - $217K
|
2.53K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.53KNew |
$185K - $217K
|
2.53K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
2.51KNew |
$184K - $216K
|
2.51K
$189K
|
|
|
Jan 19, 2022
Q4 2021
|
Benin Management Corp
|
BUY
|
- |
2.5KNew |
$183K - $215K
|
2.5K
$188K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$183K - $214K
|
2.5K
$188K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.5K+ 66.37% |
$183K - $214K
|
6.25K
$469K
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.48KNew |
$182K - $213K
|
2.48K
$186K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.47KNew |
$181K - $212K
|
2.47K
$186K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.47KNew |
$181K - $212K
|
2.47K
$185K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.47K+ 42.68% |
$181K - $212K
|
8.24K
$619K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.47K+ 5.65% |
$181K - $212K
|
46.1K
$3.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.46KNew |
$180K - $211K
|
2.46K
$185K
|
|
|
Feb 11, 2022
Q4 2021
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
2.43KNew |
$178K - $209K
|
2.43K
$183K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
2.43KNew |
$178K - $208K
|
2.43K
$182K
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
BUY
|
- |
2.41KNew |
$176K - $206K
|
2.41K
$180K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.41K+ 4.68% |
$176K - $206K
|
53.7K
$4.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
2.4K+ 6.62% |
$176K - $206K
|
38.7K
$2.91M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.4KNew |
$176K - $206K
|
2.4K
$180K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2.4KNew |
$176K - $206K
|
2.4K
$180K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2.39KNew |
$175K - $205K
|
2.39K
$179K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.38K+ 17.93% |
$175K - $205K
|
15.7K
$1.18M
|