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 |
---|---|---|---|---|---|---|---|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-169Closed |
$6.62K - $7.82K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-62Closed |
$2.43K - $2.87K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-59Closed |
$2.31K - $2.73K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-33Closed |
$1.29K - $1.53K
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-11Closed |
$431 - $509
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-1Closed |
$39.2 - $46.3
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Blue Drive Global Investors LLP
London, X0 |
SELL
|
- |
-838KClosed |
$34.1M - $40.2M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Hhr Asset Management, LLC
|
SELL
|
- |
-517KClosed |
$21.1M - $24.8M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Beaconlight Capital, LLC
New York, NY |
SELL
|
- |
-220KClosed |
$8.95M - $10.5M
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Eulav Asset Management
|
SELL
|
- |
-127KClosed |
$5.17M - $6.09M
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Times Square Capital Management, LLC
|
SELL
|
- |
-123KClosed |
$5.02M - $5.92M
|
0
$0
|
|
May 01, 2019
Q1 2019
|
Meridian Financial Partners LLC
|
SELL
|
- |
-12.8KClosed |
$521K - $614K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Compton Capital Management Inc
|
SELL
|
- |
-5.27KClosed |
$214K - $253K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-2.59KClosed |
$106K - $124K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-2.59KClosed |
$106K - $124K
|
0
$0
|
|
Apr 30, 2019
Q1 2019
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.26KClosed |
$92.1K - $109K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-800Closed |
$32.6K - $38.4K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
CALL |
-800Closed |
$32.6K - $38.4K
|
0
$0
|
|
Apr 16, 2019
Q1 2019
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-645Closed |
$26.3K - $30.9K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-212Closed |
$8.63K - $10.2K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-100Closed |
$4.07K - $4.8K
|
0
$0
|
|
Apr 23, 2019
Q1 2019
|
Hudock, Inc.
|
SELL
|
- |
-94Closed |
$3.83K - $4.51K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-62Closed |
$2.52K - $2.97K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Blue Spruce Investments, LP
Chicago, IL |
SELL
|
- |
-2.34MClosed |
$89.4M - $122M
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-558KClosed |
$21.4M - $29.1M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-272KClosed |
$10.4M - $14.2M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-48KClosed |
$1.84M - $2.5M
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-18.9KClosed |
$724K - $988K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-15KClosed |
$575K - $784K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-12KClosed |
$458K - $624K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-9.04KClosed |
$346K - $471K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-4.7KClosed |
$180K - $245K
|
0
$0
|
|
Feb 15, 2019
Q4 2018
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-4.52KClosed |
$173K - $236K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Wrapmanager Inc
|
SELL
|
- |
-4.2KClosed |
$161K - $219K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
C Partners Holding Gmb H
Zurich, V8 |
SELL
|
- |
-2.27KClosed |
$86.8K - $118K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.9KClosed |
$72.5K - $98.9K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-893Closed |
$34.2K - $46.6K
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-540Closed |
$20.7K - $28.2K
|
0
$0
|
|
Jan 28, 2019
Q4 2018
|
Close Asset Management LTD
|
SELL
|
- |
-500Closed |
$19.1K - $26.1K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-217Closed |
$8.3K - $11.3K
|
0
$0
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-75Closed |
$2.87K - $3.91K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Advent Capital Management
New York, NY |
SELL
|
- |
-66Closed |
$2.52K - $3.44K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 01, 2018
Q3 2018
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-338KClosed |
$16.6M - $18.3M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-233KClosed |
$11.5M - $12.6M
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Stanley Capital Management, LLC
Houston, TX |
SELL
|
- |
-135KClosed |
$6.64M - $7.32M
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Blue Pool Management Ltd.
Causeway Bay, K3 |
SELL
|
- |
-23.5KClosed |
$1.16M - $1.27M
|
0
$0
|
|
Oct 26, 2018
Q3 2018
|
Westwood Management Corp
|
SELL
|
- |
-16.5KClosed |
$811K - $895K
|
0
$0
|
|
Nov 06, 2018
Q3 2018
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-6.37KClosed |
$313K - $345K
|
0
$0
|
|
Oct 05, 2018
Q3 2018
|
Planning Directions Inc
|
SELL
|
- |
-4.71KClosed |
$231K - $255K
|
0
$0
|
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-293Closed |
$14.4K - $15.9K
|
0
$0
|