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
Aug 15, 2022 Q2 2022
Mufg Securities Emea PLC

London, X0
SELL
 -
-1.04K
Closed
$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 $410K
Aug 11, 2022 Q2 2022
Icapital Wealth LLC

Walnut Creek, CA
SELL
 -
-1K
Closed
$60K - $83.8K
0 $0
Aug 11, 2022 Q2 2022
Advisor Partners LLC

Walnut Creek, CA
SELL
 -
-969
- 3.3%
$58.1K - $81.2K
28.4K $2.17M
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

SELL
 -
-760
Closed
$45.6K - $63.7K
0 $0
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-606
Closed
$36.4K - $50.8K
0 $0
Aug 10, 2022 Q2 2022
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-350
Closed
$21K - $29.3K
0 $0
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-339
Closed
$20.3K - $28.4K
0 $0
Jul 26, 2022 Q2 2022
Joseph P. Lucia & Associates, LLC

SELL
 -
-325
- 83.33%
$19.5K - $27.2K
65 $4.97K
Aug 11, 2022 Q2 2022
Norris Perne & French LLP

Grand Rapids, MI
SELL
 -
-314
- 7.54%
$18.8K - $26.3K
3.85K $294K
Aug 16, 2022 Q2 2022
Alaethes Wealth LLC

Glenbrook, NV
SELL
 -
-205
Closed
$12.3K - $17.2K
0 $0
Aug 04, 2022 Q2 2022
Sierra Capital LLC

SELL
 -
-184
- 64.34%
$11K - $15.4K
102 $7.79K
Jul 06, 2022 Q2 2022
Vigilant Capital Management, LLC

SELL
 -
-153
- 74.27%
$9.18K - $12.8K
53 $4.05K
Aug 10, 2022 Q2 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-142
Closed
$8.52K - $11.9K
0 $0
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-110
Closed
$6.6K - $9.22K
0 $0
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

SELL
 -
-97
- 2.6%
$5.82K - $8.13K
3.64K $278K
Jul 21, 2022 Q2 2022
Atwood & Palmer Inc

SELL
 -
-65
Closed
$3.9K - $5.45K
0 $0
Aug 08, 2022 Q2 2022
Lansing Street Advisors

SELL
 -
-47
Closed
$2.82K - $3.94K
0 $0
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-39
- 2.96%
$2.34K - $3.27K
1.28K $97.6K
Aug 10, 2022 Q2 2022
High Net Worth Advisory Group LLC

Naples, FL
SELL
 -
-24
Closed
$1.44K - $2.01K
0 $0
Jul 13, 2022 Q2 2022
Murphy Capital Management Inc

SELL
 -
-15
- 0.34%
$900 - $1.26K
4.4K $336K
Jul 28, 2022 Q2 2022
Prentice Wealth Management LLC

SELL
 -
-10
Closed
$600 - $838
0 $0
Jul 27, 2022 Q2 2022
De Dora Capital, Inc.

SELL
 -
-1
Closed
$60 - $83.8
0 $0
Q1 2022
May 13, 2022 Q1 2022
Advent International Corp

Boston, MA
SELL
 -
-1.28M
Closed
$96.5M - $122M
0 $0
May 16, 2022 Q1 2022
Junto Capital Management LP

New York, NY
SELL
 -
-1.27M
Closed
$95.8M - $121M
0 $0
May 16, 2022 Q1 2022
Alua Capital Management LP

New York, NY
SELL
 -
-795K
- 48.05%
$60.2M - $75.9M
859K $65.7M
May 09, 2022 Q1 2022
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-296K
Closed
$22.4M - $28.3M
0 $0
May 16, 2022 Q1 2022
Inherent Group, LP

New York, NY
SELL
 -
-163K
Closed
$12.4M - $15.6M
0 $0
May 16, 2022 Q1 2022
Sg3 Management, LLC

Dorado, PR
SELL
 PUT
-115K
Closed
$8.7M - $11M
0 $0
May 16, 2022 Q1 2022
Bridgeway Capital Management, LLC

Houston, TX
SELL
 -
-31.6K
- 15.74%
$2.39M - $3.02M
169K $12.9M
Apr 12, 2022 Q1 2022
Pensionfund Dsm Netherlands

SELL
 -
-26.5K
Closed
$2.01M - $2.53M
0 $0
May 16, 2022 Q1 2022
Lee Capital Holdings LLC

New York, NY
SELL
 -
-14.5K
Closed
$1.1M - $1.39M
0 $0
May 13, 2022 Q1 2022
Engine No. 1 LLC

San Francisco, CA
SELL
 -
-10.3K
Closed
$779K - $983K
0 $0
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-8.7K
Closed
$659K - $831K
0 $0
May 16, 2022 Q1 2022
Apogem Capital LLC

New York, NY
SELL
 -
-7.54K
- 22.8%
$571K - $720K
25.5K $1.95M
May 16, 2022 Q1 2022
Hyperion Asset Management LTD

Royal Exchange, C3
SELL
 -
-5.75K
- 46.79%
$435K - $549K
6.54K $500K
Apr 29, 2022 Q1 2022
Bellwether Advisors, LLC

SELL
 -
-5.45K
- 70.24%
$413K - $521K
2.31K $176K
May 16, 2022 Q1 2022
Sg3 Management, LLC

Dorado, PR
SELL
 -
-4.5K
Closed
$341K - $430K
0 $0
May 16, 2022 Q1 2022
Alpha Paradigm Partners, LLC

Chicago, IL
SELL
 -
-4.3K
Closed
$325K - $411K
0 $0
May 16, 2022 Q1 2022
Hbk Investments L P

Dallas, TX
SELL
 -
-3.94K
Closed
$298K - $376K
0 $0
Apr 11, 2022 Q1 2022
Evanson Asset Management, LLC

SELL
 -
-3.86K
Closed
$292K - $369K
0 $0
May 11, 2022 Q1 2022
Equius Partners, Inc.

SELL
 -
-3.5K
Closed
$265K - $334K
0 $0
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-3.28K
Closed
$248K - $313K
0 $0
Apr 14, 2022 Q1 2022
Monument Capital Management

SELL
 -
-2.81K
Closed
$213K - $268K
0 $0
Apr 28, 2022 Q1 2022
Vision Capital Management, Inc.

Portland, OR
SELL
 -
-2.56K
Closed
$194K - $244K
0 $0
May 04, 2022 Q1 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
SELL
 -
-2.54K
Closed
$192K - $243K
0 $0
May 16, 2022 Q1 2022
Deuterium Capital Management, LLC

SELL
 -
-2.53K
Closed
$192K - $242K
0 $0
May 13, 2022 Q1 2022
Hancock Whitney Investment Services Inc.

New Orleans, LA
SELL
 -
-2.51K
Closed
$190K - $240K
0 $0
May 04, 2022 Q1 2022
Greenhaven Associates Inc

SELL
 -
-2.5K
- 11.11%
$189K - $239K
20K $1.53M

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