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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-7.54K- 22.8% |
$571K - $720K
|
25.5K
$2.14M
|
|
May 16, 2022
Q1 2022
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
SELL
|
- |
-5.75K- 46.79% |
$435K - $549K
|
6.54K
$547K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-5.45K- 70.24% |
$413K - $521K
|
2.31K
$193K
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-4.5KClosed |
$341K - $430K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-4.3KClosed |
$325K - $411K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-3.94KClosed |
$298K - $376K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.86KClosed |
$292K - $369K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-3.5KClosed |
$265K - $334K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.28KClosed |
$248K - $313K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-2.81KClosed |
$213K - $268K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.56KClosed |
$194K - $244K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-2.54KClosed |
$192K - $243K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-2.53KClosed |
$192K - $242K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-2.51KClosed |
$190K - $240K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Greenhaven Associates Inc
|
SELL
|
- |
-2.5K- 11.11% |
$189K - $239K
|
20K
$1.67M
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.47KClosed |
$187K - $236K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.46KClosed |
$187K - $235K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.27KClosed |
$172K - $217K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Union Investments & Development Ltd.
|
SELL
|
- |
-1.5KClosed |
$114K - $143K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-850Closed |
$64.3K - $81.2K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-850Closed |
$64.3K - $81.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-835- 0.7% |
$63.2K - $79.8K
|
119K
$9.96M
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-686- 52.41% |
$51.9K - $65.5K
|
623
$52.1K
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-515Closed |
$39K - $49.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-515- 24.94% |
$39K - $49.2K
|
1.55K
$130K
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-300Closed |
$22.7K - $28.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-258Closed |
$19.5K - $24.6K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-240Closed |
$18.2K - $22.9K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-113Closed |
$8.55K - $10.8K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-109Closed |
$8.25K - $10.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-78Closed |
$5.9K - $7.45K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9- 28.13% |
$681 - $860
|
23
$1.92K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-5- 31.25% |
$378 - $478
|
11
$920
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
SELL
|
- |
-3- 0.04% |
$227 - $287
|
8.25K
$690K
|
|
Q4 2021 | |||||||
Feb 08, 2022
Q4 2021
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-5.12MClosed |
$375M - $440M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-1M- 20.74% |
$73.2M - $85.8M
|
3.82M
$320M
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-558KClosed |
$40.8M - $47.9M
|
0
$0
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-448KClosed |
$32.8M - $38.5M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-168KClosed |
$12.3M - $14.4M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bloom Tree Partners, LLC
New York, NY |
SELL
|
- |
-132KClosed |
$9.69M - $11.4M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-53.4KClosed |
$3.91M - $4.58M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-32.3KClosed |
$2.37M - $2.77M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-30KClosed |
$2.2M - $2.57M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-27.8K- 41.74% |
$2.04M - $2.39M
|
38.8K
$3.25M
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-16.5KClosed |
$1.21M - $1.42M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
University Of Notre Dame Du Lac
South Bend, IN |
SELL
|
- |
-15.7KClosed |
$1.15M - $1.35M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
SELL
|
- |
-8.25KClosed |
$604K - $708K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-6.81KClosed |
$499K - $584K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
SELL
|
- |
-5.45KClosed |
$399K - $468K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-4.73KClosed |
$346K - $406K
|
0
$0
|