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 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-114Closed |
$5.6K - $6.18K
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Hitchwood Capital Management LP
New York, NY |
SELL
|
- |
-1.25MClosed |
$62.6M - $74.5M
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Capital Growth Management LP
Boston, MA |
SELL
|
- |
-1.24MClosed |
$62.1M - $73.9M
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-172KClosed |
$8.62M - $10.2M
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-41.2KClosed |
$2.06M - $2.45M
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-40KClosed |
$2M - $2.38M
|
0
$0
|
|
Aug 03, 2018
Q2 2018
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.57KClosed |
$229K - $272K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-2.22KClosed |
$111K - $133K
|
0
$0
|
|
Jul 09, 2018
Q2 2018
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.02KClosed |
$50.9K - $60.5K
|
0
$0
|
|
Jul 25, 2018
Q2 2018
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-930Closed |
$46.6K - $55.4K
|
0
$0
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-300Closed |
$15K - $17.9K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-63Closed |
$3.16K - $3.75K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-24Closed |
$1.2K - $1.43K
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-140KClosed |
$6.85M - $8.09M
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-98.7KClosed |
$4.83M - $5.7M
|
0
$0
|
|
May 01, 2018
Q1 2018
|
Price Capital Management, Inc.
Lafayette, LA |
SELL
|
- |
-66.9KClosed |
$3.27M - $3.86M
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-63.2KClosed |
$3.09M - $3.65M
|
0
$0
|
|
Apr 11, 2018
Q1 2018
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-31.7KClosed |
$1.55M - $1.83M
|
0
$0
|
|
Apr 10, 2018
Q1 2018
|
Addison Capital CO
|
SELL
|
- |
-9.35KClosed |
$457K - $540K
|
0
$0
|
|
May 09, 2018
Q1 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-8KClosed |
$391K - $462K
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Pacific Sun Financial Corp
|
SELL
|
- |
-7.98KClosed |
$390K - $461K
|
0
$0
|
|
Apr 30, 2018
Q1 2018
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.77KClosed |
$331K - $391K
|
0
$0
|
|
Apr 30, 2018
Q1 2018
|
Stewart & Patten CO LLC
|
SELL
|
- |
-6.13KClosed |
$300K - $354K
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-3KClosed |
$147K - $173K
|
0
$0
|
|
Apr 26, 2018
Q1 2018
|
Brave Asset Management Inc
|
SELL
|
CALL |
-2.98KClosed |
$146K - $172K
|
0
$0
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-807Closed |
$39.5K - $46.6K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-671Closed |
$32.8K - $38.8K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Ford Financial Group, LLC
|
SELL
|
- |
-556Closed |
$27.2K - $32.1K
|
0
$0
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-254Closed |
$12.4K - $14.7K
|
0
$0
|
|
May 02, 2018
Q1 2018
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-30Closed |
$1.47K - $1.73K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-481KClosed |
$20.8M - $25.1M
|
0
$0
|
|
Feb 14, 2018
Q4 2017
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-456K- 87.78% |
$19.8M - $23.9M
|
63.5K
$5.31M
|
|
Feb 13, 2018
Q4 2017
|
Algebris (Uk) LTD
London, X0 |
SELL
|
- |
-340KClosed |
$14.7M - $17.8M
|
0
$0
|
|
Feb 14, 2018
Q4 2017
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-80.5KClosed |
$3.48M - $4.21M
|
0
$0
|
|
Feb 13, 2018
Q4 2017
|
Nippon Life Insurance CO
|
SELL
|
- |
-48KClosed |
$2.08M - $2.51M
|
0
$0
|
|
Feb 02, 2018
Q4 2017
|
Rkl Wealth Management LLC
|
SELL
|
- |
-15.7KClosed |
$680K - $822K
|
0
$0
|
|
Feb 14, 2018
Q4 2017
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-6.9KClosed |
$299K - $361K
|
0
$0
|
|
Feb 09, 2018
Q4 2017
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-6.8KClosed |
$294K - $356K
|
0
$0
|
|
Feb 13, 2018
Q4 2017
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-5KClosed |
$216K - $261K
|
0
$0
|
|
Feb 08, 2018
Q4 2017
|
Exane Asset Management
|
SELL
|
- |
-1.16KClosed |
$50.1K - $60.5K
|
0
$0
|
|
Feb 09, 2018
Q4 2017
|
Mcia Inc
|
SELL
|
- |
-873Closed |
$37.8K - $45.6K
|
0
$0
|
|
Feb 05, 2018
Q4 2017
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-386Closed |
$16.7K - $20.2K
|
0
$0
|
|
Feb 13, 2018
Q4 2017
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-95Closed |
$4.11K - $4.97K
|
0
$0
|
|
Jan 18, 2018
Q4 2017
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-82Closed |
$3.55K - $4.29K
|
0
$0
|
|
Q1 2017 | |||||||
May 10, 2017
Q1 2017
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-187KClosed |
N/A
|
0
$0
|
|
Q4 2016 | |||||||
Aug 09, 2017
Q4 2016
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-110Closed |
N/A
|
0
$0
|