Latest Institutional Transactions on Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

This table provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 14, 2020 Q1 2020
Weiss Asset Management LP

Boston, MA
SELL
 -
-5.07K
Closed
$144K - $248K
0 $0
May 14, 2020 Q1 2020
Ramius Advisors LLC

New York, NY
BUY
 PUT
217K
New
$6.18M - $10.7M
217K $16.3M
May 13, 2020 Q1 2020
Jackson Wealth Management, LLC

SELL
 -
-11K
Closed
$313K - $539K
0 $0
May 13, 2020 Q1 2020
Schwartz Investment Counsel Inc

Plymouth, MI
SELL
 -
-400K
Closed
$11.4M - $19.6M
0 $0
May 13, 2020 Q1 2020
Horizon Kinetics Asset Management LLC

SELL
 -
-5.85K
Closed
$166K - $286K
0 $0
May 13, 2020 Q1 2020
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-4.57K
Closed
$130K - $224K
0 $0
May 12, 2020 Q1 2020
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-1.52K
Closed
$43.1K - $74.3K
0 $0
May 12, 2020 Q1 2020
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-216
Closed
$6.14K - $10.6K
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 11, 2020 Q1 2020
Capital Directions Investment Advisors, LLC

SELL
 -
-400
Closed
$11.4K - $19.6K
0 $0
May 11, 2020 Q1 2020
Stack Financial Management, Inc

SELL
 -
-408K
Closed
$11.6M - $20M
0 $0
May 11, 2020 Q1 2020
Cowen And Company, LLC

SELL
 -
-7.22K
Closed
$205K - $354K
0 $0
May 11, 2020 Q1 2020
Cowen And Company, LLC

SELL
 PUT
-175K
Closed
$4.98M - $8.58M
0 $0
May 07, 2020 Q1 2020
Premier Asset Management LLC

Chicago, IL
SELL
 -
-206K
Closed
$5.85M - $10.1M
0 $0
May 06, 2020 Q1 2020
Ashfield Capital Partners, LLC

SELL
 -
-5.87K
Closed
$167K - $288K
0 $0
May 06, 2020 Q1 2020
Oxbow Advisors, LLC

Corpus Christi, TX
SELL
 -
-25.2K
Closed
$717K - $1.24M
0 $0
May 06, 2020 Q1 2020
Cadinha & CO LLC

SELL
 -
-29.3K
Closed
$833K - $1.44M
0 $0
May 05, 2020 Q1 2020
Spinnaker Trust

SELL
 -
-77K
Closed
$2.19M - $3.78M
0 $0
May 04, 2020 Q1 2020
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-170
Closed
$4.83K - $8.33K
0 $0
May 01, 2020 Q1 2020
Great Diamond Partners, LLC

SELL
 -
-2.46K
Closed
$70.1K - $121K
0 $0
May 01, 2020 Q1 2020
Bray Capital Advisors

SELL
 -
-3.19K
Closed
$90.5K - $156K
0 $0
Apr 30, 2020 Q1 2020
West Bancorporation Inc

SELL
 -
-119
Closed
$3.38K - $5.83K
0 $0
Apr 29, 2020 Q1 2020
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-500
Closed
$14.2K - $24.5K
0 $0
Apr 23, 2020 Q1 2020
Argent Advisors, Inc.

Monroe, LA
SELL
 -
-20
Closed
$569 - $980
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 16, 2020 Q1 2020
Gibraltar Capital Management, Inc.

SELL
 -
-65.6K
Closed
$1.87M - $3.21M
0 $0
Apr 16, 2020 Q1 2020
Ballast Advisors LLC

BUY
 -
980
New
$27.9K - $48K
980 $73.5K
Apr 14, 2020 Q1 2020
Asset Management Corp

SELL
 -
-4.53K
Closed
$129K - $222K
0 $0
Apr 10, 2020 Q1 2020
Ogorek Anthony Joseph

SELL
 -
-371
Closed
$10.5K - $18.2K
0 $0
Apr 09, 2020 Q1 2020
Legacy Bridge, LLC

SELL
 -
-11.3K
Closed
$320K - $552K
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
Q4 2019
Dec 13, 2024 Q4 2019
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
6.91K
New
$242K - $353K
6.91K $518K
May 14, 2024 Q4 2019
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
400
+ 7.84%
$14K - $20.4K
5.5K $413K
Mar 04, 2020 Q4 2019
Principal Street Partners, LLC

Memphis, TN
SELL
 -
-25.7K
Closed
$902K - $1.31M
0 $0
Feb 14, 2020 Q4 2019
Voleon Capital Management LP

Berkeley, CA
SELL
 -
-30K
Closed
$1.05M - $1.53M
0 $0
Feb 14, 2020 Q4 2019
Otter Creek Advisors, LLC

Palm Beach Gardens, FL
SELL
 -
-90.5K
Closed
$3.18M - $4.62M
0 $0
Feb 13, 2020 Q4 2019
Rmb Capital Management, LLC

SELL
 PUT
-176K
Closed
$6.18M - $8.99M
0 $0
Feb 13, 2020 Q4 2019
Hilton Capital Management, LLC

SELL
 -
-269K
Closed
$9.44M - $13.7M
0 $0
Feb 13, 2020 Q4 2019
Mendon Capital Advisors Corp

Rochester, NY
SELL
 PUT
-24K
Closed
$842K - $1.23M
0 $0
Feb 12, 2020 Q4 2019
Element Capital Management LLC

New York, NY
SELL
 -
-43.3K
Closed
$1.52M - $2.21M
0 $0
Feb 12, 2020 Q4 2019
Physicians Financial Services, Inc.

Raleigh, NC
SELL
 -
-4.85K
Closed
$170K - $248K
0 $0
Feb 10, 2020 Q4 2019
Congress Asset Management CO

SELL
 -
-6.93K
Closed
$243K - $354K
0 $0
Feb 07, 2020 Q4 2019
Wcm Investment Management, LLC

Laguna Beach, CA
SELL
 -
-1.88M
Closed
$65.8M - $95.8M
0 $0
Feb 07, 2020 Q4 2019
Zevenbergen Capital Investments LLC

Seattle, WA
SELL
 -
-742K
Closed
$26.1M - $37.9M
0 $0
Feb 03, 2020 Q4 2019
Mai Capital Management

BUY
 PUT
1K
+ 45.45%
$35.1K - $51.1K
3.2K $240K
Feb 03, 2020 Q4 2019
Capital Management Corp

SELL
 -
-205K
Closed
$7.21M - $10.5M
0 $0
Jan 31, 2020 Q4 2019
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-5.37K
Closed
$188K - $274K
0 $0

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