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, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-48- 0.41% |
$3.36K - $3.79K
|
11.7K
$895K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-30- 23.08% |
$2.1K - $2.37K
|
100
$7.68K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-30- 0.96% |
$2.1K - $2.37K
|
3.08K
$237K
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-21- 0.12% |
$1.47K - $1.66K
|
17K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-14- 8.0% |
$980 - $1.1K
|
161
$12.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-9- 2.03% |
$630 - $710
|
434
$33.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-8- 4.62% |
$560 - $631
|
165
$12.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.28% |
$350 - $395
|
1.81K
$139K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-4- 0.13% |
$280 - $316
|
3.08K
$237K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-1- 0.13% |
$70 - $78.9
|
798
$61.3K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-6.93M- 99.87% |
$429M - $501M
|
9.07K
$697K
|
|
|
May 15, 2024
Q1 2024
|
Point State Capital LP
New York, NY |
SELL
|
- |
-1.44M- 61.15% |
$89M - $104M
|
914K
$70.1M
|
|
|
May 15, 2024
Q1 2024
|
Point State Capital LP
New York, NY |
SELL
|
CALL |
-500K- 50.0% |
$30.9M - $36.2M
|
500K
$38.4M
|
|
|
Apr 02, 2024
Q1 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-358K- 96.86% |
$22.1M - $25.9M
|
11.6K
$890K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-352K- 12.62% |
$21.8M - $25.5M
|
2.44M
$187M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-219K- 88.3% |
$13.6M - $15.9M
|
29K
$2.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-132K- 92.3% |
$8.16M - $9.55M
|
11K
$844K
|
|
|
May 15, 2024
Q1 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-94.4KClosed |
$5.85M - $6.84M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-92K- 52.11% |
$5.7M - $6.66M
|
84.6K
$6.49M
|
|
|
May 15, 2024
Q1 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-81.5K- 43.47% |
$5.04M - $5.9M
|
106K
$8.13M
|
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-48.7K- 39.53% |
$3.01M - $3.53M
|
74.5K
$5.72M
|
|
|
May 14, 2024
Q1 2024
|
Coalescence Partners Investment Management, LP
New York, NY |
SELL
|
- |
-40.5K- 23.36% |
$2.5M - $2.93M
|
133K
$10.2M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-39.8K- 88.54% |
$2.46M - $2.88M
|
5.15K
$396K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-35KClosed |
$2.17M - $2.53M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-24.5K- 39.67% |
$1.52M - $1.77M
|
37.3K
$2.86M
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-18K- 77.76% |
$1.12M - $1.3M
|
5.15K
$396K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-16.3K- 77.2% |
$1.01M - $1.18M
|
4.82K
$370K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-14.8K- 81.77% |
$916K - $1.07M
|
3.3K
$253K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
CALL |
-10K- 28.57% |
$619K - $724K
|
25K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-9.2K- 30.67% |
$569K - $666K
|
20.8K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Worm Capital, LLC
Austin, TX |
SELL
|
- |
-5.02K- 29.45% |
$311K - $363K
|
12K
$923K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-4.65K- 59.53% |
$288K - $337K
|
3.16K
$243K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-4.61K- 57.24% |
$285K - $334K
|
3.45K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.59KClosed |
$284K - $332K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.9K- 99.36% |
$241K - $282K
|
25
$1.92K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-3.33K- 27.81% |
$206K - $241K
|
8.65K
$664K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-3.12K- 27.64% |
$193K - $226K
|
8.18K
$628K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-2.95K- 66.14% |
$183K - $214K
|
1.51K
$116K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.81K- 32.0% |
$174K - $203K
|
5.97K
$458K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.79K- 28.55% |
$172K - $202K
|
6.97K
$535K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.55K- 0.6% |
$158K - $184K
|
419K
$32.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.32K- 34.04% |
$144K - $168K
|
4.5K
$345K
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.6K- 28.8% |
$98.9K - $116K
|
3.95K
$303K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.21K- 29.15% |
$74.9K - $87.6K
|
2.94K
$226K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-921- 18.53% |
$57K - $66.7K
|
4.05K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-800- 18.6% |
$49.5K - $57.9K
|
3.5K
$269K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-748- 24.25% |
$46.3K - $54.1K
|
2.34K
$179K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-600- 2.01% |
$37.1K - $43.4K
|
29.2K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-568- 34.45% |
$35.2K - $41.1K
|
1.08K
$83K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-552- 0.91% |
$34.2K - $40K
|
60K
$4.61M
|
|