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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.15K- 17.22% |
$59.7K - $98.5K
|
5.53K
$409K
|
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.08K- 0.47% |
$55.9K - $92.1K
|
229K
$16.9M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-676- 69.26% |
$35.1K - $57.9K
|
300
$22.2K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-411- 25.91% |
$21.3K - $35.2K
|
1.18K
$86.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-314- 4.61% |
$16.3K - $26.9K
|
6.5K
$481K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-85- 58.22% |
$4.41K - $7.28K
|
61
$4.51K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-11- 17.74% |
$571 - $942
|
51
$3.77K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-2.15M- 18.49% |
$145M - $179M
|
9.5M
$703M
|
|
|
Feb 14, 2023
Q4 2022
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-750K- 28.3% |
$50.6M - $62.4M
|
1.9M
$141M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
SELL
|
- |
-195K- 34.68% |
$13.1M - $16.2M
|
366K
$27.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-129K- 22.57% |
$8.68M - $10.7M
|
441K
$32.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-118K- 7.84% |
$7.98M - $9.85M
|
1.39M
$103M
|
|
|
Feb 14, 2023
Q4 2022
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-105K- 54.53% |
$7.09M - $8.76M
|
87.7K
$6.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-89.7K- 18.39% |
$6.05M - $7.47M
|
398K
$29.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-85.2K- 6.35% |
$5.74M - $7.09M
|
1.26M
$93M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-45.4K- 21.79% |
$3.06M - $3.78M
|
163K
$12.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-45.2K- 5.86% |
$3.05M - $3.77M
|
726K
$53.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-36.5K- 33.73% |
$2.46M - $3.04M
|
71.6K
$5.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-25.1K- 27.77% |
$1.69M - $2.09M
|
65.4K
$4.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-18.6KClosed |
$1.25M - $1.55M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-9.7K- 21.65% |
$654K - $808K
|
35.1K
$2.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.94K- 22.39% |
$401K - $495K
|
20.6K
$1.52M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.75KClosed |
$320K - $396K
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-4.44K- 1.83% |
$299K - $370K
|
238K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
SELL
|
- |
-3.83K- 14.91% |
$259K - $319K
|
21.9K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Hudson Way Capital Management LLC
Dallas, TX |
SELL
|
- |
-3.55K- 1.37% |
$239K - $295K
|
256K
$19M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.07K- 28.29% |
$207K - $256K
|
7.79K
$576K
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 49.72% |
$202K - $249K
|
3.03K
$224K
|
|
|
Jan 31, 2023
Q4 2022
|
F
|
SELL
|
- |
-2.55K- 7.6% |
$172K - $212K
|
31K
$2.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.26K- 9.13% |
$153K - $189K
|
22.5K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.26K- 1.03% |
$153K - $188K
|
216K
$16M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.77K- 40.65% |
$119K - $147K
|
2.58K
$191K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-1.75K- 7.99% |
$118K - $145K
|
20.1K
$1.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.7K- 2.84% |
$114K - $141K
|
57.9K
$4.29M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-1.39K- 20.28% |
$93.9K - $116K
|
5.47K
$405K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.38K- 0.49% |
$93.3K - $115K
|
283K
$20.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.33K- 19.92% |
$89.4K - $110K
|
5.33K
$394K
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.12K- 5.68% |
$75.4K - $93.1K
|
18.6K
$1.37M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-889- 4.01% |
$59.9K - $74K
|
21.3K
$1.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
SELL
|
- |
-861- 1.18% |
$58.1K - $71.7K
|
72.2K
$5.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-841- 6.39% |
$56.7K - $70K
|
12.3K
$911K
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-830- 5.68% |
$56K - $69.1K
|
13.8K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-612- 2.98% |
$41.3K - $51K
|
19.9K
$1.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-553- 16.43% |
$37.3K - $46K
|
2.81K
$208K
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-389- 9.15% |
$26.2K - $32.4K
|
3.86K
$286K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-300- 6.49% |
$20.2K - $25K
|
4.32K
$319K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-260- 3.56% |
$17.5K - $21.6K
|
7.04K
$521K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-200- 77.22% |
$13.5K - $16.7K
|
59
$4.36K
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-156- 5.05% |
$10.5K - $13K
|
2.94K
$217K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-125- 4.12% |
$8.43K - $10.4K
|
2.91K
$215K
|
|