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
Oct 20, 2021 Q3 2021
Gvo Asset Management LTD

SELL
 -
-2.3K
Closed
$153K - $178K
0 $0
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-184
Closed
$12.3K - $14.2K
0 $0
Oct 20, 2021 Q3 2021
Personal Wealth Partners

Bloomington, MN
SELL
 -
-204
Closed
$13.6K - $15.8K
0 $0
Oct 19, 2021 Q3 2021
Ballew Advisors, Inc

SELL
 -
-14.2K
Closed
$944K - $1.1M
0 $0
Oct 14, 2021 Q3 2021
Northstar Advisory Group, LLC

SELL
 -
-30.5K
Closed
$2.04M - $2.36M
0 $0
Oct 14, 2021 Q3 2021
Marino, Stram & Associates LLC

SELL
 -
-5.43K
Closed
$362K - $420K
0 $0
Oct 14, 2021 Q3 2021
Canton Hathaway, LLC

SELL
 -
-28K
Closed
$1.86M - $2.16M
0 $0
Oct 13, 2021 Q3 2021
West Financial Advisors, LLC

BUY
 -
12.6K
New
$840K - $975K
12.6K $1.16M
Oct 08, 2021 Q3 2021
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
0
Closed
$0 - $0
0 $0
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-751
Closed
$50.1K - $58.1K
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Claraphi Advisory Network, LLC

SELL
 -
-4.31K
Closed
$275K - $328K
0 $0
Aug 16, 2021 Q2 2021
Mark Asset Management LP

New York, NY
BUY
 CALL
39.2K
+ 4900.0%
$2.5M - $2.98M
40K $3.69M
Aug 16, 2021 Q2 2021
Mangrove Partners

New York, NY
BUY
 PUT
700K
New
$44.6M - $53.2M
700K $64.6M
Aug 16, 2021 Q2 2021
Sonic Fund Ii, L.P.

Honolulu, HI
BUY
 PUT
700K
New
$44.6M - $53.2M
700K $64.6M
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-125
Closed
$7.96K - $9.5K
0 $0
Aug 16, 2021 Q2 2021
Armor Advisors, L.L.C.

New York, NY
BUY
 PUT
700K
New
$44.6M - $53.2M
700K $64.6M
Aug 16, 2021 Q2 2021
Albar Capital LTD

London, X0
BUY
 PUT
700K
New
$44.6M - $53.2M
700K $64.6M
Aug 16, 2021 Q2 2021
Absoluto Partners Gestao De Recursos Ltda

Leblon, Rio De Janeiro, Rj, D5
BUY
 PUT
700K
New
$44.6M - $53.2M
700K $64.6M
Aug 16, 2021 Q2 2021
Yarra Square Partners LP

BUY
 PUT
700K
New
$44.6M - $53.2M
700K $64.6M
Aug 16, 2021 Q2 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-200
Closed
$12.7K - $15.2K
0 $0
Aug 16, 2021 Q2 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 PUT
23.9K
New
$1.52M - $1.82M
23.9K $2.2M
Aug 16, 2021 Q2 2021
Odey Asset Management Group LTD

London, X0
SELL
 -
-50.7K
Closed
$3.23M - $3.85M
0 $0
Aug 12, 2021 Q2 2021
Jne Partners LLP

London, X0
SELL
 -
-154K
Closed
$9.78M - $11.7M
0 $0
Aug 12, 2021 Q2 2021
Insight Advisors, LLC

Newtown, PA
SELL
 -
-3.04K
Closed
$193K - $231K
0 $0
Aug 12, 2021 Q2 2021
Agf Investments LLC

Boston, MA
SELL
 -
-9.95K
Closed
$633K - $756K
0 $0
Aug 11, 2021 Q2 2021
Heartland Advisors Inc

Milwaukee, WI
SELL
 -
-58.4K
Closed
$3.72M - $4.44M
0 $0
Aug 10, 2021 Q2 2021
Highlander Capital Management, LLC

Short Hills, NJ
SELL
 -
-200
- 59.52%
$12.7K - $15.2K
136 $12.6K
Aug 05, 2021 Q2 2021
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-1.51K
Closed
$96K - $115K
0 $0
Aug 02, 2021 Q2 2021
Mint Tower Capital Management B.V.

BUY
 PUT
1.4K
+ 9.03%
$89.2K - $106K
16.9K $1.56M
Jul 29, 2021 Q2 2021
Barry Investment Advisors, LLC

SELL
 -
-3.26K
Closed
$208K - $248K
0 $0
Jul 21, 2021 Q2 2021
Grandview Asset Management LLC

SELL
 -
-46
Closed
$2.93K - $3.5K
0 $0
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
1.07M
New
$67.9M - $81M
1.07M $98.4M
Jul 20, 2021 Q2 2021
Mps Loria Financial Planners, LLC

SELL
 -
-1.07K
Closed
$68.3K - $81.5K
0 $0
Jul 19, 2021 Q2 2021
United Asset Strategies, Inc.

Garden City, NY
SELL
 PUT
-1K
- 33.33%
$63.7K - $76K
2K $185K
Jul 01, 2021 Q2 2021
Corsicana & Co.

BUY
 -
1.5K
New
$95.5K - $114K
1.5K $138K
Q1 2021
Sep 11, 2023 Q1 2021
Artemis Wealth Advisors, LLC

BUY
 -
31
New
$1.6K - $2.1K
31 $2.86K
May 20, 2021 Q1 2021
Tru Independence LLC

SELL
 -
-25
Closed
$1.29K - $1.69K
0 $0
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

SELL
 -
-167
Closed
$8.61K - $11.3K
0 $0
May 17, 2021 Q1 2021
Davidson Kempner Capital Management LP

New York, NY
BUY
 -
190K
New
$9.79M - $12.9M
190K $17.5M
May 17, 2021 Q1 2021
Lombard Odier Asset Management (Europe) LTD

London, X0
SELL
 -
-10.3K
Closed
$532K - $698K
0 $0
May 17, 2021 Q1 2021
Lakewood Capital Management, LP

New York, NY
SELL
 -
-135K
Closed
$6.96M - $9.13M
0 $0
May 17, 2021 Q1 2021
Port Capital LLC

Chicago, IL
SELL
 -
-7.41K
Closed
$382K - $501K
0 $0
May 14, 2021 Q1 2021
Hall Kathryn A.

San Francisco, CA
SELL
 -
-41K
Closed
$2.11M - $2.78M
0 $0
May 14, 2021 Q1 2021
Donoghue Forlines LLC

SELL
 -
-30.7K
Closed
$1.58M - $2.08M
0 $0
May 14, 2021 Q1 2021
Banco De Sabadell, S.A

Miami, FL
SELL
 -
-66.1K
Closed
$3.41M - $4.47M
0 $0
May 14, 2021 Q1 2021
Hillman Capital Management, Inc.

Bethesda, MD
SELL
 -
-4.24K
Closed
$218K - $287K
0 $0
May 14, 2021 Q1 2021
Mason Street Advisors, LLC

Milwaukee, WI
SELL
 -
-206K
Closed
$10.6M - $13.9M
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-379
Closed
$19.5K - $25.6K
0 $0
May 13, 2021 Q1 2021
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
235
+ 117.5%
$12.1K - $15.9K
435 $40.2K

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