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
Nov 13, 2020 Q3 2020
New World Advisors LLC

Hingham, MA
SELL
 -
-6.35K
Closed
$210K - $230K
0 $0
Nov 09, 2020 Q3 2020
Quantitative Systematic Strategies LLC

SELL
 -
-6.28K
Closed
$207K - $228K
0 $0
Nov 16, 2020 Q3 2020
Polar Asset Management Partners Inc.

Toronto, A6
SELL
 -
-5.98K
Closed
$197K - $217K
0 $0
Nov 10, 2020 Q3 2020
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-1.38K
Closed
$45.5K - $50K
0 $0
Nov 05, 2020 Q3 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-700
Closed
$23.1K - $25.4K
0 $0
Nov 02, 2020 Q3 2020
Campbell Wealth Management

SELL
 -
-260
Closed
$8.59K - $9.43K
0 $0
Nov 10, 2020 Q3 2020
Cfm Wealth Partners LLC

SELL
 -
-204
Closed
$6.74K - $7.4K
0 $0
Oct 08, 2020 Q3 2020
Engrave Wealth Partners LLC

SELL
 -
-180
Closed
$5.94K - $6.53K
0 $0
Oct 13, 2020 Q3 2020
Cordasco Financial Network

SELL
 -
-67
- 24.72%
$2.21K - $2.43K
204 $15.7K
Nov 16, 2020 Q3 2020
First National Bank Of South Miami

SELL
 -
-65
Closed
$2.15K - $2.36K
0 $0
Q2 2020
Aug 13, 2020 Q2 2020
Triple Frond Partners LLC

San Francisco, CA
SELL
 -
-412K
Closed
$13.1M - $17.7M
0 $0
Aug 14, 2020 Q2 2020
One Fin Capital Management LP

San Francisco, CA
SELL
 -
-243K
Closed
$7.7M - $10.4M
0 $0
Aug 14, 2020 Q2 2020
Tig Advisors, LLC

New York, NY
SELL
 -
-135K
Closed
$4.28M - $5.77M
0 $0
Aug 14, 2020 Q2 2020
Hunting Hill Global Capital, LLC

New York, NY
SELL
 -
-135K
Closed
$4.28M - $5.77M
0 $0
Aug 14, 2020 Q2 2020
Knights Of Columbus Asset Advisors LLC

New Haven, CT
SELL
 -
-50.8K
Closed
$1.61M - $2.17M
0 $0
Jul 06, 2020 Q2 2020
Municipal Employees' Retirement System Of Michigan

SELL
 -
-31.1K
Closed
$987K - $1.33M
0 $0
Aug 11, 2020 Q2 2020
Kellner Capital, LLC

New York, NY
SELL
 -
-19.4K
Closed
$616K - $831K
0 $0
Aug 10, 2020 Q2 2020
Sky Oak Wealth, LLC

SELL
 -
-16.9K
Closed
$536K - $722K
0 $0
Jul 31, 2020 Q2 2020
Bowie Capital Management, LLC

Richardson, TX
SELL
 -
-15.1K
Closed
$479K - $647K
0 $0
Aug 03, 2020 Q2 2020
Aurora Investment Managers, Llc.

SELL
 -
-14.6K
Closed
$464K - $626K
0 $0
Aug 14, 2020 Q2 2020
Caxton Associates LP

New York, NY
SELL
 -
-11.3K
Closed
$359K - $484K
0 $0
Jul 22, 2020 Q2 2020
Liberty Capital Management, Inc.

SELL
 -
-10.6K
Closed
$335K - $452K
0 $0
Aug 14, 2020 Q2 2020
Main Street Investment Advisors LLC

SELL
 -
-8.52K
Closed
$271K - $365K
0 $0
Aug 11, 2020 Q2 2020
Prio Wealth Limited Partnership

Boston, MA
SELL
 -
-6.08K
Closed
$193K - $261K
0 $0
Aug 14, 2020 Q2 2020
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-5.45K
Closed
$173K - $233K
0 $0
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.89K
- 18.09%
$60K - $80.9K
8.55K $657K
Aug 05, 2020 Q2 2020
Burt Wealth Advisors

SELL
 -
-1.4K
Closed
$44.5K - $59.9K
0 $0
Aug 06, 2020 Q2 2020
Darwin Advisors, LLC

SELL
 -
-427
Closed
$13.6K - $18.3K
0 $0
Jul 27, 2020 Q2 2020
S.A. Mason LLC

SELL
 -
-300
Closed
$9.53K - $12.8K
0 $0
Aug 04, 2020 Q2 2020
Rpg Investment Advisory, LLC

SELL
 -
-200
Closed
$6.35K - $8.56K
0 $0
May 14, 2021 Q2 2020
Acima Private Wealth, LLC

Richmond, VA
SELL
 -
-73
Closed
$2.32K - $3.13K
0 $0
Jul 20, 2020 Q2 2020
Lion Street Advisors, LLC

SELL
 -
-31
Closed
$984 - $1.33K
0 $0
Q1 2020
May 15, 2020 Q1 2020
Daniel Loeb Third Point LLC | New York, Ny
SELL
 -
-1M
Closed
$28.4M - $49M
0 $0
May 15, 2020 Q1 2020
Osterweis Capital Management Inc

San Francisco, CA
SELL
 -
-710K
Closed
$20.2M - $34.8M
0 $0
May 11, 2020 Q1 2020
Stack Financial Management, Inc

SELL
 -
-408K
Closed
$11.6M - $20M
0 $0
May 13, 2020 Q1 2020
Schwartz Investment Counsel Inc

Plymouth, MI
SELL
 -
-400K
Closed
$11.4M - $19.6M
0 $0
May 15, 2020 Q1 2020
Philadelphia Financial Management Of San Francisco, LLC

San Francisco, CA
SELL
 -
-352K
Closed
$10M - $17.2M
0 $0
May 07, 2020 Q1 2020
Premier Asset Management LLC

Chicago, IL
SELL
 -
-206K
Closed
$5.85M - $10.1M
0 $0
May 15, 2020 Q1 2020
Coatue Management LLC

New York, NY
SELL
 -
-192K
Closed
$5.45M - $9.4M
0 $0
May 11, 2020 Q1 2020
Cowen And Company, LLC

SELL
 PUT
-175K
Closed
$4.98M - $8.58M
0 $0
May 15, 2020 Q1 2020
Bardin Hill Management Partners LP

New York, NY
SELL
 -
-113K
Closed
$3.2M - $5.52M
0 $0
May 11, 2020 Q1 2020
Hamilton Point Investment Advisors, LLC

SELL
 -
-97.1K
Closed
$2.76M - $4.76M
0 $0
May 05, 2020 Q1 2020
Spinnaker Trust

SELL
 -
-77K
Closed
$2.19M - $3.78M
0 $0
Apr 16, 2020 Q1 2020
Gibraltar Capital Management, Inc.

SELL
 -
-65.6K
Closed
$1.87M - $3.21M
0 $0
May 15, 2020 Q1 2020
George Soros Soros Fund Management LLC | New York, Ny
SELL
 -
-53.4K
Closed
$1.52M - $2.62M
0 $0
May 12, 2020 Q1 2020
Pinz Capital Management, LP

New York, NY
SELL
 -
-47.8K
Closed
$1.36M - $2.34M
0 $0
May 15, 2020 Q1 2020
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
SELL
 -
-34.6K
Closed
$983K - $1.69M
0 $0
May 06, 2020 Q1 2020
Cadinha & CO LLC

SELL
 -
-29.3K
Closed
$833K - $1.44M
0 $0
May 06, 2020 Q1 2020
Oxbow Advisors, LLC

Corpus Christi, TX
SELL
 -
-25.2K
Closed
$717K - $1.24M
0 $0

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