Latest Institutional Transactions on Schwab Charles Corp (SCHW)

SCHW Quotes by TradingView

This table provides information on the latest institutional transactions involving Schwab Charles Corp (SCHW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 15, 2022 Q2 2022
Stamina Capital Management LP

New York, NY
SELL
 -
-248K
- 60.31%
$14.9M - $20.8M
163K $13.1M
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-1.39K
Closed
$83.4K - $117K
0 $0
Aug 15, 2022 Q2 2022
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
14.6K
New
$878K - $1.23M
14.6K $1.18M
Aug 15, 2022 Q2 2022
Stieven Capital Advisors, L.P.

St. Louis, MO
SELL
 -
-23.5K
- 18.3%
$1.41M - $1.97M
105K $8.44M
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
41.8K
+ 46.05%
$2.5M - $3.5M
132K $10.7M
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-339
Closed
$20.3K - $28.4K
0 $0
Aug 15, 2022 Q2 2022
Castle Knight Management LP

New York, NY
SELL
 -
-11K
Closed
$660K - $922K
0 $0
Aug 15, 2022 Q2 2022
Maven Securities LTD

St Helier, Y9
BUY
 PUT
5.9K
New
$354K - $495K
5.9K $475K
Aug 15, 2022 Q2 2022
Palestra Capital Management LLC

New York, NY
SELL
 -
-1.23M
Closed
$73.9M - $103M
0 $0
Aug 15, 2022 Q2 2022
Phase 2 Partners, LLC

San Francisco, CA
BUY
 -
113K
New
$6.77M - $9.46M
113K $9.08M
Aug 12, 2022 Q2 2022
Natixis Investment Managers International

Paris, I0
SELL
 -
-16.7K
- 54.78%
$1M - $1.4M
13.8K $1.11M
Aug 12, 2022 Q2 2022
Mig Capital, LLC

Newport Beach, CA
SELL
 -
-330K
Closed
$19.8M - $27.7M
0 $0
Aug 12, 2022 Q2 2022
Fayez Sarofim & CO

Houston, TX
SELL
 -
-1.03K
- 16.09%
$61.7K - $86.2K
5.36K $431K
Aug 12, 2022 Q2 2022
Paragon Financial Partners, Inc.

Woodland Hills, CA
SELL
 -
-2.53K
Closed
$152K - $212K
0 $0
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-2.96K
Closed
$177K - $248K
0 $0
Aug 12, 2022 Q2 2022
Blueshift Asset Management, LLC

Red Bank, NJ
SELL
 -
-31.2K
Closed
$1.87M - $2.61M
0 $0
Aug 12, 2022 Q2 2022
Alerus Financial Na

Grand Forks, ND
SELL
 -
-25.1K
Closed
$1.5M - $2.1M
0 $0
Aug 11, 2022 Q2 2022
Fora Capital, LLC

Miami, FL
BUY
 -
16.5K
New
$989K - $1.38M
16.5K $1.33M
Aug 11, 2022 Q2 2022
Morse Asset Management, Inc

Darien, CT
SELL
 -
-15.4K
- 50.71%
$926K - $1.29M
15K $1.21M
Aug 11, 2022 Q2 2022
De Burlo Group Inc

Boston, MA
BUY
 -
41K
New
$2.46M - $3.44M
41K $3.3M
Aug 11, 2022 Q2 2022
Advisor Partners LLC

Walnut Creek, CA
SELL
 -
-969
- 3.3%
$58.1K - $81.2K
28.4K $2.29M
Aug 11, 2022 Q2 2022
Icapital Wealth LLC

Walnut Creek, CA
SELL
 -
-1K
Closed
$60K - $83.8K
0 $0
Aug 11, 2022 Q2 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
200
New
$12K - $16.8K
200 $16.1K
Aug 11, 2022 Q2 2022
Q Pula Trading Management LP

New York, NY
SELL
 -
-5.7K
Closed
$342K - $478K
0 $0
Aug 11, 2022 Q2 2022
Norris Perne & French LLP

Grand Rapids, MI
SELL
 -
-314
- 7.54%
$18.8K - $26.3K
3.85K $310K
Aug 10, 2022 Q2 2022
Corbett Road Capital Management, LLC

Mclean, VA
SELL
 -
-4.79K
Closed
$287K - $402K
0 $0
Aug 10, 2022 Q2 2022
High Net Worth Advisory Group LLC

Naples, FL
SELL
 -
-24
Closed
$1.44K - $2.01K
0 $0
Aug 10, 2022 Q2 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-142
Closed
$8.52K - $11.9K
0 $0
Aug 10, 2022 Q2 2022
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-350
Closed
$21K - $29.3K
0 $0
Aug 09, 2022 Q2 2022
Next Level Private LLC

Harrison, NY
BUY
 -
9.99K
New
$599K - $837K
9.99K $804K
Aug 09, 2022 Q2 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-7K
Closed
$420K - $587K
0 $0
Aug 08, 2022 Q2 2022
Tesco Pension Investment LTD

SELL
 -
-616K
- 47.99%
$37M - $51.7M
668K $53.7M
Aug 08, 2022 Q2 2022
Lansing Street Advisors

SELL
 -
-47
Closed
$2.82K - $3.94K
0 $0
Aug 08, 2022 Q2 2022
Tpi Fund Managers LTD

BUY
 -
5.88K
+ 2.49%
$353K - $493K
242K $19.5M
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

BUY
 -
866
New
$52K - $72.6K
866 $69.7K
Aug 05, 2022 Q2 2022
Bridgewater Advisors Inc.

SELL
 -
-2.43K
Closed
$146K - $204K
0 $0
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

SELL
 -
-97
- 2.6%
$5.82K - $8.13K
3.64K $292K
Aug 05, 2022 Q2 2022
Stonehage Fleming Financial Services Holdings LTD

BUY
 -
9K
New
$540K - $754K
9K $724K
Aug 04, 2022 Q2 2022
Ams Capital Ltda

SELL
 -
-58.9K
Closed
$3.53M - $4.93M
0 $0
Aug 04, 2022 Q2 2022
Brr Op Co, LLC

SELL
 -
-2.4K
Closed
$144K - $201K
0 $0
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-606
Closed
$36.4K - $50.8K
0 $0
Aug 04, 2022 Q2 2022
Sierra Capital LLC

SELL
 -
-184
- 64.34%
$11K - $15.4K
102 $8.2K
Aug 03, 2022 Q2 2022
Knowledge Leaders Capital, LLC

SELL
 -
-21.6K
Closed
$1.29M - $1.81M
0 $0
Aug 03, 2022 Q2 2022
Mackay Shields LLC

SELL
 -
-216K
Closed
$13M - $18.1M
0 $0
Aug 03, 2022 Q2 2022
Unigestion Holding Sa

SELL
 -
-17.5K
Closed
$1.05M - $1.47M
0 $0
Aug 02, 2022 Q2 2022
Brown Advisory Securities, LLC

SELL
 -
-3.1K
- 19.73%
$186K - $260K
12.6K $1.01M
Aug 02, 2022 Q2 2022
Capital Wealth Alliance, LLC

BUY
 -
11.7K
New
$701K - $979K
11.7K $940K
Aug 02, 2022 Q2 2022
Colony Family Offices, LLC

BUY
 -
5.9K
New
$354K - $495K
5.9K $475K
Aug 01, 2022 Q2 2022
Morling Financial Advisors, LLC

SELL
 -
-2.4K
Closed
$144K - $201K
0 $0

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