Latest Institutional Sells of Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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
Oct 08, 2021 Q3 2021
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
0
Closed
$0 - $0
0 $0
Q2 2021
Aug 12, 2021 Q2 2021
Jne Partners LLP

London, X0
SELL
 -
-154K
Closed
$9.78M - $11.7M
0 $0
Aug 11, 2021 Q2 2021
Heartland Advisors Inc

Milwaukee, WI
SELL
 -
-58.4K
Closed
$3.72M - $4.44M
0 $0
Aug 16, 2021 Q2 2021
Odey Asset Management Group LTD

London, X0
SELL
 -
-50.7K
Closed
$3.23M - $3.85M
0 $0
Aug 11, 2021 Q2 2021
Allen Operations LLC

SELL
 -
-46K
- 8.38%
$2.93M - $3.5M
503K $42.1M
Aug 02, 2021 Q2 2021
Pcj Investment Counsel Ltd.

SELL
 -
-25.4K
Closed
$1.61M - $1.93M
0 $0
Aug 12, 2021 Q2 2021
Agf Investments LLC

Boston, MA
SELL
 -
-9.95K
Closed
$633K - $756K
0 $0
Aug 16, 2021 Q2 2021
Claraphi Advisory Network, LLC

SELL
 -
-4.31K
Closed
$275K - $328K
0 $0
Aug 16, 2021 Q2 2021
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-3.37K
Closed
$215K - $256K
0 $0
Jul 29, 2021 Q2 2021
Barry Investment Advisors, LLC

SELL
 -
-3.26K
Closed
$208K - $248K
0 $0
Aug 05, 2021 Q2 2021
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-1.51K
Closed
$96K - $115K
0 $0
Jul 20, 2021 Q2 2021
Mps Loria Financial Planners, LLC

SELL
 -
-1.07K
Closed
$68.3K - $81.5K
0 $0
Jul 19, 2021 Q2 2021
United Asset Strategies, Inc.

Garden City, NY
SELL
 PUT
-1K
- 33.33%
$63.7K - $76K
2K $167K
Aug 16, 2021 Q2 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-200
Closed
$12.7K - $15.2K
0 $0
Aug 10, 2021 Q2 2021
Highlander Capital Management, LLC

Short Hills, NJ
SELL
 -
-200
- 59.52%
$12.7K - $15.2K
136 $11.4K
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-125
Closed
$7.96K - $9.5K
0 $0
Jul 21, 2021 Q2 2021
Grandview Asset Management LLC

SELL
 -
-46
Closed
$2.93K - $3.5K
0 $0
Q1 2021
May 14, 2021 Q1 2021
Mason Street Advisors, LLC

Milwaukee, WI
SELL
 -
-206K
Closed
$10.6M - $13.9M
0 $0
May 17, 2021 Q1 2021
Lakewood Capital Management, LP

New York, NY
SELL
 -
-135K
Closed
$6.96M - $9.13M
0 $0
Apr 29, 2021 Q1 2021
Empire Life Investments Inc.

SELL
 -
-75.9K
Closed
$3.91M - $5.14M
0 $0
May 14, 2021 Q1 2021
Banco De Sabadell, S.A

Miami, FL
SELL
 -
-66.1K
Closed
$3.41M - $4.47M
0 $0
May 14, 2021 Q1 2021
Hall Kathryn A.

San Francisco, CA
SELL
 -
-41K
Closed
$2.11M - $2.78M
0 $0
May 14, 2021 Q1 2021
Donoghue Forlines LLC

SELL
 -
-30.7K
Closed
$1.58M - $2.08M
0 $0
May 17, 2021 Q1 2021
Lombard Odier Asset Management (Europe) LTD

London, X0
SELL
 -
-10.3K
Closed
$532K - $698K
0 $0
May 17, 2021 Q1 2021
Port Capital LLC

Chicago, IL
SELL
 -
-7.41K
Closed
$382K - $501K
0 $0
May 06, 2021 Q1 2021
Papp L Roy & Associates

SELL
 -
-5.72K
Closed
$295K - $387K
0 $0
May 10, 2021 Q1 2021
Pictet & Cie (Europe) Sa

SELL
 -
-4.7K
Closed
$242K - $318K
0 $0
May 14, 2021 Q1 2021
Hillman Capital Management, Inc.

Bethesda, MD
SELL
 -
-4.24K
Closed
$218K - $287K
0 $0
Apr 20, 2021 Q1 2021
Regent Investment Management LLC

SELL
 -
-4.18K
Closed
$215K - $282K
0 $0
Apr 23, 2021 Q1 2021
Forvis Wealth Advisors, LLC

SELL
 -
-3.89K
Closed
$200K - $263K
0 $0
May 13, 2021 Q1 2021
Payden & Rygel

Los Angeles, CA
SELL
 -
-2.63K
Closed
$136K - $178K
0 $0
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-1.72K
Closed
$88.5K - $116K
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-383
Closed
$19.7K - $25.9K
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-379
Closed
$19.5K - $25.6K
0 $0
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

SELL
 -
-167
Closed
$8.61K - $11.3K
0 $0
May 04, 2021 Q1 2021
Danda Trouve Investment Management, Inc.

SELL
 -
-60
Closed
$3.09K - $4.06K
0 $0
Apr 09, 2021 Q1 2021
Edge Wealth Management LLC

SELL
 -
-35
Closed
$1.8K - $2.37K
0 $0
May 20, 2021 Q1 2021
Tru Independence LLC

SELL
 -
-25
Closed
$1.29K - $1.69K
0 $0
May 04, 2021 Q1 2021
Grant Street Asset Management, Inc.

Canonsburg, PA
SELL
 -
-25
Closed
$1.29K - $1.69K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Broad Run Broad Run Investment Management, LLC | Arlington, Va
SELL
 -
-1.44M
Closed
$52.8M - $76.3M
0 $0
Feb 16, 2021 Q4 2020
Incline Global Management LLC

New York, NY
SELL
 -
-927K
Closed
$34.1M - $49.1M
0 $0
Feb 16, 2021 Q4 2020
Glazer Capital, LLC

New York, NY
SELL
 -
-147K
Closed
$5.4M - $7.79M
0 $0
Feb 16, 2021 Q4 2020
Ejf Capital LLC

Arlington, VA
SELL
 -
-71.4K
Closed
$2.62M - $3.79M
0 $0
Feb 01, 2021 Q4 2020
Trade Link Capital LLC

Chicago, IL
SELL
 -
-55.5K
Closed
$2.04M - $2.94M
0 $0
Feb 03, 2021 Q4 2020
Lee Financial Group Hawaii, Inc.

Honolulu, HI
SELL
 -
-16.2K
Closed
$596K - $860K
0 $0
Jan 25, 2021 Q4 2020
Capital Wealth Planning, LLC

SELL
 -
-11.6K
Closed
$425K - $613K
0 $0
Feb 03, 2021 Q4 2020
Oak Ridge Investments LLC

SELL
 -
-10.1K
Closed
$371K - $536K
0 $0
Feb 02, 2021 Q4 2020
Ironvine Capital Partners, LLC

Omaha, NE
SELL
 -
-5.64K
Closed
$207K - $299K
0 $0
Feb 11, 2021 Q4 2020
Slow Capital, Inc.

SELL
 -
-1K
Closed
$36.8K - $53.1K
0 $0

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