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
Apr 28, 2022 Q1 2022
Ahl Investment Management, Inc.

SELL
 -
-109
Closed
$8.25K - $10.4K
0 $0
May 16, 2022 Q1 2022
True Link Financial Advisors, LLC

SELL
 -
-78
Closed
$5.9K - $7.45K
0 $0
May 10, 2022 Q1 2022
Aspire Private Capital, LLC

SELL
 -
-9
- 28.13%
$681 - $860
23 $1.77K
May 13, 2022 Q1 2022
Karlinski Andrew C

Irvine, CA
SELL
 -
-5
- 31.25%
$378 - $478
11 $844
May 16, 2022 Q1 2022
Offit Capital Advisors LLC

SELL
 -
-3
- 0.04%
$227 - $287
8.25K $633K
Q4 2021
Feb 08, 2022 Q4 2021
Diamond Hill Capital Management Inc

Columbus, OH
SELL
 -
-5.12M
Closed
$375M - $440M
0 $0
Feb 11, 2022 Q4 2021
Rptc Inc.

Jackson, WY
SELL
 -
-1M
- 20.74%
$73.2M - $85.8M
3.82M $293M
Feb 14, 2022 Q4 2021
Amp Capital Investors LTD

Sydney Nsw, C3
SELL
 -
-558K
Closed
$40.8M - $47.9M
0 $0
Feb 18, 2022 Q4 2021
Castle Ark Alternatives, LLC

Chicago, IL
SELL
 -
-448K
Closed
$32.8M - $38.5M
0 $0
Feb 08, 2022 Q4 2021
Imc Chicago, LLC

SELL
 PUT
-168K
Closed
$12.3M - $14.4M
0 $0
Feb 14, 2022 Q4 2021
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
SELL
 -
-53.4K
Closed
$3.91M - $4.58M
0 $0
Feb 14, 2022 Q4 2021
Perpetual Investment Management LTD

Sydney, C3
SELL
 -
-32.3K
Closed
$2.37M - $2.77M
0 $0
Feb 11, 2022 Q4 2021
Sovarnum Capital L.P.

New York, NY
SELL
 -
-30K
Closed
$2.2M - $2.57M
0 $0
Feb 14, 2022 Q4 2021
Two Sigma Investments, LP

New York, NY
SELL
 PUT
-27.8K
- 41.74%
$2.04M - $2.39M
38.8K $2.98M
Feb 11, 2022 Q4 2021
University Of Notre Dame Du Lac

South Bend, IN
SELL
 -
-15.7K
Closed
$1.15M - $1.35M
0 $0
Feb 10, 2022 Q4 2021
Gator Capital Management, LLC

SELL
 -
-8.25K
Closed
$604K - $708K
0 $0
Feb 02, 2022 Q4 2021
Buckley Wealth Management, LLC

SELL
 -
-6.81K
Closed
$499K - $584K
0 $0
Jan 26, 2022 Q4 2021
Econ Financial Services Corp

SELL
 -
-5.45K
Closed
$399K - $468K
0 $0
Feb 11, 2022 Q4 2021
Dc Investments Management, LLC

Mclean, VA
SELL
 -
-4.73K
Closed
$346K - $406K
0 $0
Feb 11, 2022 Q4 2021
Advisory Research Inc

Chicago, IL
SELL
 -
-4.7K
Closed
$344K - $403K
0 $0
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-4.03K
Closed
$295K - $345K
0 $0
Jan 13, 2022 Q4 2021
Burke & Herbert Bank & Trust CO

SELL
 -
-4K
- 43.01%
$293K - $343K
5.3K $407K
Jan 18, 2022 Q4 2021
Leith Wheeler Investment Counsel Ltd.

SELL
 -
-3.45K
Closed
$253K - $296K
0 $0
Jan 19, 2022 Q4 2021
Paces Ferry Wealth Advisors, LLC

SELL
 -
-3.3K
Closed
$242K - $283K
0 $0
Feb 11, 2022 Q4 2021
Firestone Capital Management

SELL
 -
-2K
Closed
$146K - $172K
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-594
Closed
$43.5K - $51K
0 $0
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-397
Closed
$29.1K - $34.1K
0 $0
Feb 14, 2022 Q4 2021
Resolute Advisors LLC

SELL
 -
-372
Closed
$27.2K - $31.9K
0 $0
Feb 15, 2022 Q4 2021
University Of Texas

SELL
 -
-355
Closed
$26K - $30.5K
0 $0
Feb 14, 2022 Q4 2021
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-250
- 20.0%
$18.3K - $21.5K
1K $76.7K
Feb 11, 2022 Q4 2021
Annapolis Financial Services, LLC

SELL
 -
-210
- 57.53%
$15.4K - $18K
155 $11.9K
Jan 28, 2022 Q4 2021
Evolution Wealth Advisors, LLC

SELL
 -
-136
Closed
$9.96K - $11.7K
0 $0
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-125
Closed
$9.15K - $10.7K
0 $0
Jan 27, 2022 Q4 2021
Hartford Financial Management Inc.

SELL
 -
-42
- 2.28%
$3.08K - $3.6K
1.8K $138K
Feb 03, 2022 Q4 2021
Spectrum Management Group, LLC

SELL
 -
-23
Closed
$1.68K - $1.97K
0 $0
May 09, 2023 Q4 2021
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
SELL
 -
-22
Closed
$1.61K - $1.89K
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-1
Closed
$73.2 - $85.8
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Bain Capital Public Equity Management Ii, LLC

Boston, MA
SELL
 -
-1.51M
Closed
$101M - $117M
0 $0
Nov 15, 2021 Q3 2021
Shannon River Fund Management LLC

SELL
 PUT
-700K
Closed
$46.7M - $54.2M
0 $0
Nov 15, 2021 Q3 2021
Soviero Asset Management, LP

New York, NY
SELL
 PUT
-700K
Closed
$46.7M - $54.2M
0 $0
Nov 15, 2021 Q3 2021
Equinox Partners Investment Management LLC

Stamford, CT
SELL
 PUT
-700K
Closed
$46.7M - $54.2M
0 $0
Nov 12, 2021 Q3 2021
Cathie Wood Ark Investment Management LLC | St. Petersburg, Fl
SELL
 -
-495K
Closed
$33M - $38.3M
0 $0
Oct 26, 2021 Q3 2021
Artemis Investment Management LLP

SELL
 -
-440K
Closed
$29.4M - $34.1M
0 $0
Nov 12, 2021 Q3 2021
Hi Line Capital Management, LLC

Watertown, SD
SELL
 -
-185K
Closed
$12.3M - $14.3M
0 $0
Nov 12, 2021 Q3 2021
Barometer Capital Management Inc.

Toronto, A6
SELL
 -
-118K
Closed
$7.87M - $9.13M
0 $0
Nov 15, 2021 Q3 2021
York Capital Management Global Advisors, LLC

New York, NY
SELL
 -
-65.5K
Closed
$4.37M - $5.07M
0 $0
Oct 22, 2021 Q3 2021
Graybill Bartz & Assoc LTD

SELL
 -
-55.2K
Closed
$3.68M - $4.27M
0 $0
Nov 10, 2021 Q3 2021
Bp PLC

SELL
 -
-33.1K
Closed
$2.21M - $2.56M
0 $0
Oct 14, 2021 Q3 2021
Northstar Advisory Group, LLC

SELL
 -
-30.5K
Closed
$2.04M - $2.36M
0 $0

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