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
Jan 31, 2020 Q4 2019
Jabodon Pt CO

Reno, NV
SELL
 -
-103K
Closed
$3.6M - $5.24M
0 $0
Jan 29, 2020 Q4 2019
Hms Capital Management, LLC

SELL
 PUT
-10.4K
Closed
$365K - $531K
0 $0
Jan 28, 2020 Q4 2019
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-235
Closed
$8.25K - $12K
0 $0
Jan 27, 2020 Q4 2019
Strategic Capital Advisers, Inc.

SELL
 -
-46.9K
Closed
$1.65M - $2.39M
0 $0
Jan 23, 2020 Q4 2019
Segment Wealth Management, LLC

SELL
 -
-95.5K
Closed
$3.35M - $4.88M
0 $0
Jan 16, 2020 Q4 2019
Peregrine Capital Management LLC

SELL
 -
-606K
Closed
$21.3M - $30.9M
0 $0
Jan 14, 2020 Q4 2019
D.B. Root & Company, LLC

SELL
 -
-8.63K
Closed
$303K - $441K
0 $0
Jan 10, 2020 Q4 2019
Manning & Napier Group, LLC

SELL
 -
-1.38M
Closed
$48.3M - $70.3M
0 $0
Q3 2019
Nov 14, 2019 Q3 2019
Petrus Trust Company, Lta

Dallas, TX
SELL
 -
-5.53K
Closed
$200K - $245K
0 $0
Nov 14, 2019 Q3 2019
Noked Capital LTD

Tel Aviv, L3
SELL
 -
-5K
Closed
$181K - $221K
0 $0
Nov 14, 2019 Q3 2019
Weiss Multi Strategy Advisers LLC

New York, NY
SELL
 CALL
-199K
Closed
$7.19M - $8.81M
0 $0
Nov 14, 2019 Q3 2019
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 PUT
-1.51K
- 98.89%
$54.5K - $66.8K
17 $1.28K
Nov 14, 2019 Q3 2019
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-14K
Closed
$505K - $619K
0 $0
Nov 14, 2019 Q3 2019
David Rolfe Wedgewood Partners Inc | St Louis, Mo
SELL
 -
-7.48K
- 7.6%
$270K - $331K
90.9K $6.82M
Nov 14, 2019 Q3 2019
Eminence Capital, LP

New York, NY
BUY
 CALL
3.48M
New
$126M - $154M
3.48M $261M
Nov 13, 2019 Q3 2019
Simmons Bank

SELL
 -
-6K
Closed
$217K - $266K
0 $0
Nov 13, 2019 Q3 2019
Ironwood Investment Management LLC

Boston, MA
SELL
 -
-10.8K
Closed
$389K - $477K
0 $0
Nov 13, 2019 Q3 2019
Global Endowment Management, LP

Charlotte, NC
SELL
 -
-62.8K
Closed
$2.27M - $2.78M
0 $0
Nov 12, 2019 Q3 2019
Dougherty Wealth Advisers LLC

SELL
 -
-330
Closed
$11.9K - $14.6K
0 $0
Nov 12, 2019 Q3 2019
Private Wealth Partners, LLC

BUY
 PUT
7K
New
$253K - $310K
7K $525K
Nov 12, 2019 Q3 2019
Spark Investment Management LLC

New York, NY
SELL
 -
-114K
Closed
$4.11M - $5.04M
0 $0
Nov 08, 2019 Q3 2019
Ontario Teachers Pension Plan Board

Toronto, A6
SELL
 -
-107K
Closed
$3.85M - $4.72M
0 $0
Nov 05, 2019 Q3 2019
Investment Management Of Virginia LLC

SELL
 -
-21.9K
Closed
$791K - $970K
0 $0
Nov 05, 2019 Q3 2019
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-70
Closed
$2.53K - $3.1K
0 $0
Nov 01, 2019 Q3 2019
Sharkey, Howes & Javer

SELL
 -
-120
Closed
$4.33K - $5.31K
0 $0
Oct 31, 2019 Q3 2019
Duncker Streett & CO Inc

SELL
 -
-2.3K
Closed
$83.1K - $102K
0 $0
Oct 31, 2019 Q3 2019
Mirador Capital Partners LP

SELL
 -
-5.55K
Closed
$200K - $246K
0 $0
Oct 23, 2019 Q3 2019
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-11.2K
Closed
$404K - $495K
0 $0
Oct 22, 2019 Q3 2019
Sea Bridge Investment Advisors LLC

SELL
 -
-70K
Closed
$2.53M - $3.1M
0 $0
Oct 17, 2019 Q3 2019
Fulton Breakefield Broenniman LLC

SELL
 -
-121K
Closed
$4.38M - $5.36M
0 $0
Oct 17, 2019 Q3 2019
Strategic Advisors LLC

SELL
 -
-7.34K
Closed
$265K - $325K
0 $0
Oct 10, 2019 Q3 2019
Avity Investment Management Inc.

SELL
 -
-570K
Closed
$20.6M - $25.2M
0 $0
Oct 09, 2019 Q3 2019
Seven Bridge Financial Group, LLC

SELL
 -
-13.4K
Closed
$485K - $595K
0 $0
Q2 2019
Aug 14, 2019 Q2 2019
Gardner Lewis Asset Management L P

Chadds Ford, PA
SELL
 -
-160K
Closed
$6.25M - $7.38M
0 $0
Aug 12, 2019 Q2 2019
Mastrapasqua Asset Management Inc

SELL
 -
-35K
Closed
$1.37M - $1.62M
0 $0
Aug 12, 2019 Q2 2019
Prw Wealth Management LLC

SELL
 -
-169
Closed
$6.62K - $7.82K
0 $0
Aug 09, 2019 Q2 2019
Bowie Capital Management, LLC

Richardson, TX
SELL
 CALL
-1.63M
- 74.82%
$64M - $75.6M
550K $41.3M
Aug 07, 2019 Q2 2019
Omnia Family Wealth, LLC

SELL
 -
-59
Closed
$2.31K - $2.73K
0 $0
Jul 31, 2019 Q2 2019
Buffington Mohr Mc Neal

SELL
 -
-33
Closed
$1.29K - $1.53K
0 $0
Jul 31, 2019 Q2 2019
Kornitzer Capital Management Inc

SELL
 -
-55.5K
Closed
$2.17M - $2.57M
0 $0
Jul 30, 2019 Q2 2019
Enterprise Financial Services Corp

Clayton, MO
BUY
 CALL
7
New
$274 - $324
7 $525
Jul 29, 2019 Q2 2019
Tuttle Capital Management, LLC

SELL
 -
-76.5K
Closed
$3M - $3.54M
0 $0
Jul 29, 2019 Q2 2019
Lavaca Capital LLC

Houston, TX
SELL
 -
-1.97K
Closed
$77.2K - $91.2K
0 $0
Jul 26, 2019 Q2 2019
Washington Trust Bank

SELL
 -
-11
Closed
$431 - $509
0 $0
Jul 22, 2019 Q2 2019
Freedom Day Solutions, LLC

SELL
 -
-18.1K
Closed
$709K - $838K
0 $0
Jul 17, 2019 Q2 2019
Winthrop Advisory Group LLC

SELL
 -
-4.64K
Closed
$182K - $215K
0 $0
Jul 10, 2019 Q2 2019
Kwmg, LLC

SELL
 -
-1
Closed
$39.2 - $46.3
0 $0
Jul 10, 2019 Q2 2019
Dubuque Bank & Trust CO

SELL
 -
-62
Closed
$2.43K - $2.87K
0 $0
Q1 2019
May 15, 2019 Q1 2019
Hhr Asset Management, LLC

SELL
 -
-517K
Closed
$21.1M - $24.8M
0 $0

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