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
May 14, 2019 Q1 2019
Taylor Wealth Management Partners

Boston, MA
SELL
 -
-100
Closed
$4.07K - $4.8K
0 $0
Apr 23, 2019 Q1 2019
Hudock, Inc.

SELL
 -
-94
Closed
$3.83K - $4.51K
0 $0
May 14, 2019 Q1 2019
Patten Group, Inc.

SELL
 -
-62
Closed
$2.52K - $2.97K
0 $0
Q4 2018
Feb 14, 2019 Q4 2018
Blue Spruce Investments, LP

Chicago, IL
SELL
 -
-2.34M
Closed
$89.4M - $122M
0 $0
Feb 04, 2019 Q4 2018
Renaissance Group LLC

Covington, KY
SELL
 -
-558K
Closed
$21.4M - $29.1M
0 $0
Feb 14, 2019 Q4 2018
Ithaka Group LLC

Bethesda, MD
SELL
 -
-272K
Closed
$10.4M - $14.2M
0 $0
Feb 14, 2019 Q4 2018
Liberty Mutual Group Asset Management Inc.

Boston, MA
SELL
 -
-48K
Closed
$1.84M - $2.5M
0 $0
Feb 04, 2019 Q4 2018
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-18.9K
Closed
$724K - $988K
0 $0
Feb 14, 2019 Q4 2018
Highbridge Capital Management LLC

New York, NY
SELL
 -
-15K
Closed
$575K - $784K
0 $0
Feb 14, 2019 Q4 2018
Blue Edge Capital, LLC

Richmond, VA
SELL
 -
-12K
Closed
$458K - $624K
0 $0
Feb 13, 2019 Q4 2018
Bar Harbor Trust Services

Ellsworth, ME
SELL
 -
-4.7K
Closed
$180K - $245K
0 $0
Feb 15, 2019 Q4 2018
Cap Wealth Advisors, LLC

SELL
 -
-4.52K
Closed
$173K - $236K
0 $0
Feb 13, 2019 Q4 2018
Wrapmanager Inc

SELL
 -
-4.2K
Closed
$161K - $219K
0 $0
Feb 07, 2019 Q4 2018
C Partners Holding Gmb H

Zurich, V8
SELL
 -
-2.27K
Closed
$86.8K - $118K
0 $0
Feb 07, 2019 Q4 2018
Measured Wealth Private Client Group, LLC

SELL
 -
-1.9K
Closed
$72.5K - $98.9K
0 $0
Feb 12, 2019 Q4 2018
Patton Albertson Miller Group, LLC

SELL
 -
-893
Closed
$34.2K - $46.6K
0 $0
Feb 04, 2019 Q4 2018
Isthmus Partners, LLC

Madison, WI
SELL
 -
-540
Closed
$20.7K - $28.2K
0 $0
Jan 28, 2019 Q4 2018
Close Asset Management LTD

SELL
 -
-500
Closed
$19.1K - $26.1K
0 $0
Feb 14, 2019 Q4 2018
Bramshill Investments, LLC

Naples, FL
SELL
 -
-217
Closed
$8.3K - $11.3K
0 $0
Jan 15, 2019 Q4 2018
Trilogy Capital Inc.

SELL
 -
-75
Closed
$2.87K - $3.91K
0 $0
Feb 14, 2019 Q4 2018
Advent Capital Management

New York, NY
SELL
 -
-66
Closed
$2.52K - $3.44K
0 $0
Q3 2018
Nov 01, 2018 Q3 2018
Sea Town Holdings Pte. Ltd.

SELL
 -
-338K
Closed
$16.6M - $18.3M
0 $0
Nov 14, 2018 Q3 2018
Marsico Capital Management LLC

Denver, CO
SELL
 -
-233K
Closed
$11.5M - $12.6M
0 $0
Nov 13, 2018 Q3 2018
Stanley Capital Management, LLC

Houston, TX
SELL
 -
-135K
Closed
$6.64M - $7.32M
0 $0
Nov 14, 2018 Q3 2018
Blue Pool Management Ltd.

Causeway Bay, K3
SELL
 -
-23.5K
Closed
$1.16M - $1.27M
0 $0
Oct 26, 2018 Q3 2018
Westwood Management Corp

SELL
 -
-16.5K
Closed
$811K - $895K
0 $0
Nov 06, 2018 Q3 2018
Wellington Shields Capital Management, LLC

New York, NY
SELL
 -
-6.37K
Closed
$313K - $345K
0 $0
Oct 05, 2018 Q3 2018
Planning Directions Inc

SELL
 -
-4.71K
Closed
$231K - $255K
0 $0
Jan 16, 2019 Q3 2018
Pathway Financial Advisors LLC

SELL
 -
-293
Closed
$14.4K - $15.9K
0 $0
Nov 13, 2018 Q3 2018
Coyle Financial Counsel LLC

Glenview, IL
SELL
 -
-114
Closed
$5.6K - $6.18K
0 $0
Q2 2018
Aug 14, 2018 Q2 2018
Hitchwood Capital Management LP

New York, NY
SELL
 -
-1.25M
Closed
$62.6M - $74.5M
0 $0
Aug 10, 2018 Q2 2018
Capital Growth Management LP

Boston, MA
SELL
 -
-1.24M
Closed
$62.1M - $73.9M
0 $0
Aug 14, 2018 Q2 2018
Aristotle Capital Management, LLC

Los Angeles, CA
SELL
 -
-172K
Closed
$8.62M - $10.2M
0 $0
Aug 13, 2018 Q2 2018
Scholtz & Company, LLC

Stamford, CT
SELL
 -
-41.2K
Closed
$2.06M - $2.45M
0 $0
Aug 07, 2018 Q2 2018
Anchor Capital Advisors LLC

SELL
 -
-40K
Closed
$2M - $2.38M
0 $0
Aug 03, 2018 Q2 2018
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-4.57K
Closed
$229K - $272K
0 $0
Aug 14, 2018 Q2 2018
Holistic Financial Partners

SELL
 -
-2.22K
Closed
$111K - $133K
0 $0
Jul 09, 2018 Q2 2018
Center Star Asset Management, LLC

SELL
 -
-1.02K
Closed
$50.9K - $60.5K
0 $0
Jul 25, 2018 Q2 2018
Pier 88 Investment Partners LLC

San Francisco, CA
SELL
 -
-930
Closed
$46.6K - $55.4K
0 $0
Aug 16, 2018 Q2 2018
Clearwater Capital Advisors, LLC

SELL
 -
-300
Closed
$15K - $17.9K
0 $0
Aug 13, 2018 Q2 2018
Centerpoint Advisors, LLC

SELL
 -
-63
Closed
$3.16K - $3.75K
0 $0
Aug 10, 2018 Q2 2018
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-24
Closed
$1.2K - $1.43K
0 $0
Q1 2018
May 15, 2018 Q1 2018
Summit Partners Public Asset Management, LLC

Boston, MA
SELL
 -
-140K
Closed
$6.85M - $8.09M
0 $0
May 15, 2018 Q1 2018
Sandler Capital Management

New York, NY
SELL
 -
-98.7K
Closed
$4.83M - $5.7M
0 $0
May 01, 2018 Q1 2018
Price Capital Management, Inc.

Lafayette, LA
SELL
 -
-66.9K
Closed
$3.27M - $3.86M
0 $0
May 15, 2018 Q1 2018
Virtus Investment Advisers, Inc.

Hartford, CT
SELL
 -
-63.2K
Closed
$3.09M - $3.65M
0 $0
Apr 11, 2018 Q1 2018
Deane Retirement Strategies, Inc.

SELL
 -
-31.7K
Closed
$1.55M - $1.83M
0 $0
Apr 10, 2018 Q1 2018
Addison Capital CO

SELL
 -
-9.35K
Closed
$457K - $540K
0 $0
May 09, 2018 Q1 2018
Alpine Woods Capital Investors, LLC

SELL
 -
-8K
Closed
$391K - $462K
0 $0

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