Latest Institutional Sells of Schwab Charles Corp (SCHW)
This list provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-681- 0.23% |
$14.4K - $51K
|
299K
$25M
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-400- 4.12% |
$8.46K - $30K
|
9.31K
$779K
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-389- 4.08% |
$8.23K - $29.1K
|
9.16K
$766K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-258- 1.28% |
$5.46K - $19.3K
|
19.9K
$1.66M
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-179- 0.68% |
$3.79K - $13.4K
|
26.2K
$2.19M
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-108- 15.19% |
$2.29K - $8.09K
|
603
$50.4K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-25- 0.53% |
$529 - $1.87K
|
4.68K
$391K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Palestra Capital Management LLC
New York, NY |
SELL
|
- |
-1.23MClosed |
$73.9M - $103M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Tesco Pension Investment LTD
|
SELL
|
- |
-616K- 47.99% |
$37M - $51.7M
|
668K
$55.9M
|
|
Aug 12, 2022
Q2 2022
|
Mig Capital, LLC
Newport Beach, CA |
SELL
|
- |
-330KClosed |
$19.8M - $27.7M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stamina Capital Management LP
New York, NY |
SELL
|
- |
-248K- 60.31% |
$14.9M - $20.8M
|
163K
$13.7M
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-216KClosed |
$13M - $18.1M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-132KClosed |
$7.89M - $11M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Ams Capital Ltda
|
SELL
|
- |
-58.9KClosed |
$3.53M - $4.93M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-53.9KClosed |
$3.23M - $4.52M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-49.4KClosed |
$2.96M - $4.14M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-36KClosed |
$2.16M - $3.02M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-34.1K- 88.34% |
$2.05M - $2.86M
|
4.5K
$376K
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-32.2KClosed |
$1.93M - $2.7M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-31.2KClosed |
$1.87M - $2.61M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25.7KClosed |
$1.54M - $2.16M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-25.1KClosed |
$1.5M - $2.1M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-24.1KClosed |
$1.45M - $2.02M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-24KClosed |
$1.44M - $2.01M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-23.5K- 18.3% |
$1.41M - $1.97M
|
105K
$8.77M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-22.1K- 23.22% |
$1.33M - $1.86M
|
73.2K
$6.12M
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-22KClosed |
$1.32M - $1.85M
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-21.8KClosed |
$1.31M - $1.83M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-21.6KClosed |
$1.29M - $1.81M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-17.5KClosed |
$1.05M - $1.47M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-16.7K- 54.78% |
$1M - $1.4M
|
13.8K
$1.16M
|
|
Aug 11, 2022
Q2 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-15.4K- 50.71% |
$926K - $1.29M
|
15K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-11KClosed |
$660K - $922K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Fractal Investments LLC
|
SELL
|
- |
-11KClosed |
$660K - $922K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-10.4KClosed |
$625K - $874K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-9.11KClosed |
$547K - $764K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-7KClosed |
$420K - $587K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-5.7KClosed |
$342K - $478K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-5.67KClosed |
$340K - $476K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-5.59KClosed |
$335K - $468K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-5.1KClosed |
$306K - $428K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-4.84K- 99.81% |
$290K - $406K
|
9
$753
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-4.79KClosed |
$287K - $402K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-4.24KClosed |
$254K - $356K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.02KClosed |
$241K - $337K
|
0
$0
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.34KClosed |
$201K - $280K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.1K- 19.73% |
$186K - $260K
|
12.6K
$1.05M
|
|
Jul 20, 2022
Q2 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-3.09KClosed |
$185K - $259K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.96KClosed |
$177K - $248K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.93K- 93.61% |
$176K - $246K
|
200
$16.7K
|