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
Jul 27, 2020 Q2 2020
S.A. Mason LLC

SELL
 -
-300
Closed
$9.53K - $12.8K
0 $0
Aug 04, 2020 Q2 2020
Rpg Investment Advisory, LLC

SELL
 -
-200
Closed
$6.35K - $8.56K
0 $0
May 14, 2021 Q2 2020
Acima Private Wealth, LLC

Richmond, VA
SELL
 -
-73
Closed
$2.32K - $3.13K
0 $0
Jul 20, 2020 Q2 2020
Lion Street Advisors, LLC

SELL
 -
-31
Closed
$984 - $1.33K
0 $0
Q1 2020
May 15, 2020 Q1 2020
Daniel Loeb Third Point LLC | New York, Ny
SELL
 -
-1M
Closed
$28.4M - $49M
0 $0
May 15, 2020 Q1 2020
Osterweis Capital Management Inc

San Francisco, CA
SELL
 -
-710K
Closed
$20.2M - $34.8M
0 $0
May 11, 2020 Q1 2020
Stack Financial Management, Inc

SELL
 -
-408K
Closed
$11.6M - $20M
0 $0
May 13, 2020 Q1 2020
Schwartz Investment Counsel Inc

Plymouth, MI
SELL
 -
-400K
Closed
$11.4M - $19.6M
0 $0
May 15, 2020 Q1 2020
Philadelphia Financial Management Of San Francisco, LLC

San Francisco, CA
SELL
 -
-352K
Closed
$10M - $17.2M
0 $0
May 07, 2020 Q1 2020
Premier Asset Management LLC

Chicago, IL
SELL
 -
-206K
Closed
$5.85M - $10.1M
0 $0
May 11, 2020 Q1 2020
Cowen And Company, LLC

SELL
 PUT
-175K
Closed
$4.98M - $8.58M
0 $0
May 15, 2020 Q1 2020
Bardin Hill Management Partners LP

New York, NY
SELL
 -
-113K
Closed
$3.2M - $5.52M
0 $0
May 11, 2020 Q1 2020
Hamilton Point Investment Advisors, LLC

SELL
 -
-97.1K
Closed
$2.76M - $4.76M
0 $0
May 05, 2020 Q1 2020
Spinnaker Trust

SELL
 -
-77K
Closed
$2.19M - $3.78M
0 $0
Apr 16, 2020 Q1 2020
Gibraltar Capital Management, Inc.

SELL
 -
-65.6K
Closed
$1.87M - $3.21M
0 $0
May 15, 2020 Q1 2020
George Soros Soros Fund Management LLC | New York, Ny
SELL
 -
-53.4K
Closed
$1.52M - $2.62M
0 $0
May 12, 2020 Q1 2020
Pinz Capital Management, LP

New York, NY
SELL
 -
-47.8K
Closed
$1.36M - $2.34M
0 $0
May 15, 2020 Q1 2020
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
SELL
 -
-34.6K
Closed
$983K - $1.69M
0 $0
May 06, 2020 Q1 2020
Cadinha & CO LLC

SELL
 -
-29.3K
Closed
$833K - $1.44M
0 $0
May 06, 2020 Q1 2020
Oxbow Advisors, LLC

Corpus Christi, TX
SELL
 -
-25.2K
Closed
$717K - $1.24M
0 $0
Apr 07, 2020 Q1 2020
Polianta LTD

SELL
 -
-22.3K
Closed
$634K - $1.09M
0 $0
Apr 06, 2020 Q1 2020
Chickasaw Capital Management LLC

SELL
 -
-16.7K
Closed
$475K - $818K
0 $0
May 15, 2020 Q1 2020
Highland Capital Management Fund Advisors, L.P.

Dallas, TX
SELL
 -
-15K
Closed
$426K - $735K
0 $0
May 15, 2020 Q1 2020
Horizon Investment Services, LLC

Hammond, IN
SELL
 -
-14.8K
Closed
$421K - $726K
0 $0
Apr 09, 2020 Q1 2020
Legacy Bridge, LLC

SELL
 -
-11.3K
Closed
$320K - $552K
0 $0
May 13, 2020 Q1 2020
Jackson Wealth Management, LLC

SELL
 -
-11K
Closed
$313K - $539K
0 $0
May 15, 2020 Q1 2020
Covenant Partners, LLC

SELL
 -
-7.51K
Closed
$213K - $368K
0 $0
May 11, 2020 Q1 2020
Cowen And Company, LLC

SELL
 -
-7.22K
Closed
$205K - $354K
0 $0
May 06, 2020 Q1 2020
Ashfield Capital Partners, LLC

SELL
 -
-5.87K
Closed
$167K - $288K
0 $0
May 13, 2020 Q1 2020
Horizon Kinetics Asset Management LLC

SELL
 -
-5.85K
Closed
$166K - $286K
0 $0
May 15, 2020 Q1 2020
Quest Investment Management LLC

Lake Oswego, OR
SELL
 -
-5.75K
Closed
$163K - $282K
0 $0
May 14, 2020 Q1 2020
Weiss Asset Management LP

Boston, MA
SELL
 -
-5.07K
Closed
$144K - $248K
0 $0
May 15, 2020 Q1 2020
Bienville Capital Management, LLC

New York, NY
SELL
 -
-5K
Closed
$142K - $245K
0 $0
May 13, 2020 Q1 2020
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-4.57K
Closed
$130K - $224K
0 $0
Apr 14, 2020 Q1 2020
Asset Management Corp

SELL
 -
-4.53K
Closed
$129K - $222K
0 $0
May 01, 2020 Q1 2020
Bray Capital Advisors

SELL
 -
-3.19K
Closed
$90.5K - $156K
0 $0
May 01, 2020 Q1 2020
Great Diamond Partners, LLC

SELL
 -
-2.46K
Closed
$70.1K - $121K
0 $0
May 12, 2020 Q1 2020
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-1.52K
Closed
$43.1K - $74.3K
0 $0
Apr 29, 2020 Q1 2020
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-500
Closed
$14.2K - $24.5K
0 $0
May 11, 2020 Q1 2020
Capital Directions Investment Advisors, LLC

SELL
 -
-400
Closed
$11.4K - $19.6K
0 $0
Apr 10, 2020 Q1 2020
Ogorek Anthony Joseph

SELL
 -
-371
Closed
$10.5K - $18.2K
0 $0
May 12, 2020 Q1 2020
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-216
Closed
$6.14K - $10.6K
0 $0
May 04, 2020 Q1 2020
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-170
Closed
$4.83K - $8.33K
0 $0
Apr 30, 2020 Q1 2020
West Bancorporation Inc

SELL
 -
-119
Closed
$3.38K - $5.83K
0 $0
Apr 22, 2020 Q1 2020
First Personal Financial Services

SELL
 -
-58
Closed
$1.65K - $2.84K
0 $0
Apr 21, 2020 Q1 2020
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-33
Closed
$938 - $1.62K
0 $0
Apr 23, 2020 Q1 2020
Argent Advisors, Inc.

Monroe, LA
SELL
 -
-20
Closed
$569 - $980
0 $0
Q4 2019
Feb 07, 2020 Q4 2019
Wcm Investment Management, LLC

Laguna Beach, CA
SELL
 -
-1.88M
Closed
$65.8M - $95.8M
0 $0
Jan 10, 2020 Q4 2019
Manning & Napier Group, LLC

SELL
 -
-1.38M
Closed
$48.3M - $70.3M
0 $0

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