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 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-216KClosed |
$13M - $18.1M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Ams Capital Ltda
|
SELL
|
- |
-58.9KClosed |
$3.53M - $4.93M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-53.9KClosed |
$3.23M - $4.52M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-49.4KClosed |
$2.96M - $4.14M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-36KClosed |
$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
$415K
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-32.2KClosed |
$1.93M - $2.7M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-31.2KClosed |
$1.87M - $2.61M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25.7KClosed |
$1.54M - $2.16M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-24.1KClosed |
$1.45M - $2.02M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-24KClosed |
$1.44M - $2.01M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-23.5K- 18.3% |
$1.41M - $1.97M
|
105K
$9.68M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-22.1K- 23.22% |
$1.33M - $1.86M
|
73.2K
$6.76M
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-22KClosed |
$1.32M - $1.85M
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-21.8KClosed |
$1.31M - $1.83M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-21.6KClosed |
$1.29M - $1.81M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-17.5KClosed |
$1.05M - $1.47M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-16.7K- 54.78% |
$1M - $1.4M
|
13.8K
$1.28M
|
|
Aug 11, 2022
Q2 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-15.4K- 50.71% |
$926K - $1.29M
|
15K
$1.38M
|
|
Aug 15, 2022
Q2 2022
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-11KClosed |
$660K - $922K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Fractal Investments LLC
|
SELL
|
- |
-11KClosed |
$660K - $922K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-10.4KClosed |
$625K - $874K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-9.11KClosed |
$547K - $764K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-7KClosed |
$420K - $587K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-5.7KClosed |
$342K - $478K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-5.67KClosed |
$340K - $476K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-5.59KClosed |
$335K - $468K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-5.1KClosed |
$306K - $428K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-4.84K- 99.81% |
$290K - $406K
|
9
$831
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-4.79KClosed |
$287K - $402K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-4.24KClosed |
$254K - $356K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-4.02KClosed |
$241K - $337K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.1K- 19.73% |
$186K - $260K
|
12.6K
$1.16M
|
|
Jul 20, 2022
Q2 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-3.09KClosed |
$185K - $259K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.96KClosed |
$177K - $248K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.93K- 93.61% |
$176K - $246K
|
200
$18.5K
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.83KClosed |
$170K - $238K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-2.75K- 40.71% |
$165K - $230K
|
4K
$369K
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-2.61KClosed |
$157K - $219K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-2.57KClosed |
$154K - $215K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.53KClosed |
$152K - $212K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-2.4KClosed |
$144K - $201K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-1.97K- 27.53% |
$118K - $165K
|
5.19K
$479K
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-1.92K- 54.17% |
$115K - $161K
|
1.62K
$150K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.39KClosed |
$83.4K - $117K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.32KClosed |
$79.4K - $111K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-1.28K- 35.78% |
$76.8K - $107K
|
2.3K
$212K
|
|
Aug 15, 2022
Q2 2022
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-1.04KClosed |
$62.4K - $87.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.03K- 16.09% |
$61.7K - $86.2K
|
5.36K
$495K
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1KClosed |
$60K - $83.8K
|
0
$0
|