Latest Institutional Sells of Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

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
Jan 17, 2023 Q4 2022
Five Oceans Advisors

SELL
 -
-113
- 4.01%
$7.62K - $9.41K
2.71K $200K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-103
- 1.28%
$6.95K - $8.58K
7.95K $588K
Sep 06, 2024 Q4 2022
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-84
- 0.54%
$5.66K - $6.99K
15.5K $1.15M
Jan 31, 2023 Q4 2022
Bank Of The West

SELL
 -
-74
- 1.27%
$4.99K - $6.16K
5.76K $426K
Feb 15, 2023 Q4 2022
Chartwell Investment Partners, LLC

SELL
 -
-53
- 0.22%
$3.57K - $4.41K
24.4K $1.81M
Jan 23, 2023 Q4 2022
Silvant Capital Management LLC

SELL
 -
-49
- 0.29%
$3.3K - $4.08K
16.9K $1.25M
Feb 13, 2023 Q4 2022
Mirova

Paris, I0
SELL
 -
-47
- 0.86%
$3.17K - $3.91K
5.39K $399K
Feb 14, 2023 Q4 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-31
- 93.94%
$2.09K - $2.58K
2 $148
Jan 23, 2023 Q4 2022
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.

SELL
 -
-10
- 50.0%
$674 - $833
10 $740
Q3 2022
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
SELL
 -
-667K
- 10.58%
$14.1M - $49.9M
5.63M $417M
Nov 08, 2022 Q3 2022
Spearhead Capital Advisors, LLC

Wellington, FL
SELL
 -
-113K
- 91.2%
$2.39M - $8.47M
10.9K $807K
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
SELL
 -
-73.3K
- 75.76%
$1.55M - $5.49M
23.4K $1.73M
Oct 25, 2022 Q3 2022
Qvr LLC

SELL
 PUT
-33.3K
- 68.1%
$705K - $2.49M
15.6K $1.15M
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
SELL
 PUT
-28.1K
- 58.42%
$595K - $2.11M
20K $1.48M
Nov 14, 2022 Q3 2022
Vetamer Capital Management, L.P.

San Francisco, CA
SELL
 -
-21.5K
- 49.4%
$456K - $1.61M
22.1K $1.63M
Oct 28, 2022 Q3 2022
Sadoff Investment Management LLC

SELL
 -
-14.5K
- 2.02%
$306K - $1.08M
700K $51.8M
Nov 14, 2022 Q3 2022
Alpha Crest Capital Management LLC

New York, NY
SELL
 -
-12.1K
- 79.6%
$257K - $910K
3.11K $230K
Nov 03, 2022 Q3 2022
Sustainable Insight Capital Management, LLC

New York, NY
SELL
 -
-11.5K
- 54.25%
$243K - $862K
9.7K $718K
Nov 14, 2022 Q3 2022
Richard Bernstein Advisors LLC

SELL
 -
-8.39K
- 30.88%
$178K - $629K
18.8K $1.39M
Oct 02, 2024 Q3 2022
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-4.58K
Closed
$97K - $343K
0 $0
Jun 21, 2024 Q3 2022
Envoi LLC

Minneapolis, MN
SELL
 -
-4.3K
Closed
$91K - $322K
0 $0
Nov 14, 2022 Q3 2022
Meristem Family Wealth, LLC

Minnetonka, MN
SELL
 -
-3.53K
Closed
$74.7K - $265K
0 $0
Nov 14, 2022 Q3 2022
Leelyn Smith, LLC

Geneva, IL
SELL
 -
-1.64K
- 97.39%
$34.7K - $123K
44 $3.25K
Nov 14, 2022 Q3 2022
Nine Point Two Capital LLC

Los Angeles, CA
SELL
 -
-1.29K
- 18.78%
$27.4K - $96.9K
5.6K $414K
Nov 10, 2022 Q3 2022
Alcosta Capital Management, Inc.

San Ramon, CA
SELL
 -
-1.07K
- 2.68%
$22.7K - $80.2K
38.9K $2.88M
Nov 14, 2022 Q3 2022
Dsc Advisors, L.P.

Chicago, IL
SELL
 -
-786
- 19.07%
$16.6K - $58.9K
3.34K $247K
Nov 14, 2022 Q3 2022
Maryland Capital Management

Towson, MD
SELL
 -
-681
- 0.23%
$14.4K - $51K
299K $22.1M
Oct 26, 2022 Q3 2022
Inverness Counsel LLC

SELL
 -
-400
- 4.12%
$8.46K - $30K
9.31K $689K
Nov 02, 2022 Q3 2022
Patriot Investment Management Inc.

SELL
 -
-389
- 4.08%
$8.23K - $29.1K
9.16K $677K
Oct 04, 2022 Q3 2022
Bowling Portfolio Management LLC

SELL
 -
-258
- 1.28%
$5.46K - $19.3K
19.9K $1.47M
Oct 14, 2022 Q3 2022
Redpoint Investment Management Pty LTD

SELL
 -
-179
- 0.68%
$3.79K - $13.4K
26.2K $1.94M
Oct 25, 2022 Q3 2022
Destiny Wealth Partners, LLC

SELL
 -
-108
- 15.19%
$2.29K - $8.09K
603 $44.6K
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-25
- 0.53%
$529 - $1.87K
4.68K $346K
Q2 2022
Aug 15, 2022 Q2 2022
Palestra Capital Management LLC

New York, NY
SELL
 -
-1.23M
Closed
$73.9M - $103M
0 $0
Aug 08, 2022 Q2 2022
Tesco Pension Investment LTD

SELL
 -
-616K
- 47.99%
$37M - $51.7M
668K $49.4M
Aug 12, 2022 Q2 2022
Mig Capital, LLC

Newport Beach, CA
SELL
 -
-330K
Closed
$19.8M - $27.7M
0 $0
Aug 15, 2022 Q2 2022
Stamina Capital Management LP

New York, NY
SELL
 -
-248K
- 60.31%
$14.9M - $20.8M
163K $12.1M
Aug 03, 2022 Q2 2022
Mackay Shields LLC

SELL
 -
-216K
Closed
$13M - $18.1M
0 $0
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-132K
Closed
$7.89M - $11M
0 $0
Aug 04, 2022 Q2 2022
Ams Capital Ltda

SELL
 -
-58.9K
Closed
$3.53M - $4.93M
0 $0
Jul 28, 2022 Q2 2022
Moody Lynn & Lieberson, LLC

SELL
 -
-53.9K
Closed
$3.23M - $4.52M
0 $0
Aug 15, 2022 Q2 2022
Lrt Capital Management, LLC

Austin, TX
SELL
 -
-49.4K
Closed
$2.96M - $4.14M
0 $0
Jul 11, 2022 Q2 2022
Center Star Asset Management, LLC

SELL
 PUT
-36K
Closed
$2.16M - $3.02M
0 $0
Jul 29, 2022 Q2 2022
Enlightenment Research, LLC

Saddle Brook, NJ
SELL
 -
-34.1K
- 88.34%
$2.05M - $2.86M
4.5K $333K
Aug 24, 2022 Q2 2022
Cordatus Wealth Management LLC

Newtown, PA
SELL
 -
-32.2K
Closed
$1.93M - $2.7M
0 $0
Aug 12, 2022 Q2 2022
Blueshift Asset Management, LLC

Red Bank, NJ
SELL
 -
-31.2K
Closed
$1.87M - $2.61M
0 $0
Aug 16, 2022 Q2 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-25.7K
Closed
$1.54M - $2.16M
0 $0
Aug 12, 2022 Q2 2022
Alerus Financial Na

Grand Forks, ND
SELL
 -
-25.1K
Closed
$1.5M - $2.1M
0 $0
Jul 20, 2022 Q2 2022
Dorsey Wright & Associates

SELL
 -
-24.1K
Closed
$1.45M - $2.02M
0 $0

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