Latest Institutional Sells of Schwab Charles Corp New Dp Shs (SCHWPRD)
This list provides information on the latest institutional transactions involving Schwab Charles Corp New Dp Shs (SCHWPRD) 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 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.4K- 7.82% |
N/A
|
16.5K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.35K- 8.72% |
N/A
|
87.3K
$0
|
|
| Q2 2022 | |||||||
|
Jul 14, 2022
Q2 2022
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-12.1KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-8.74K- 19.91% |
N/A
|
35.2K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-75Closed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-8.11KClosed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.28KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Parnassus Investments, LLC
|
SELL
|
- |
-20.5KClosed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 17, 2019
Q3 2019
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-25.8KClosed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-53.1KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-246KClosed |
N/A
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.02K- 60.95% |
N/A
|
656
$0
|
|
| Q4 2018 | |||||||
|
Feb 12, 2019
Q4 2018
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-385Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-15.4KClosed |
N/A
|
0
$0
|
|
|
Apr 20, 2018
Q1 2018
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.97KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.78KClosed |
N/A
|
0
$0
|
|