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 10, 2021 Q3 2021
Iridian Asset Management LLC

SELL
 -
-7K
Closed
$467K - $542K
0 $0
Oct 14, 2021 Q3 2021
Marino, Stram & Associates LLC

SELL
 -
-5.43K
Closed
$362K - $420K
0 $0
Nov 02, 2021 Q3 2021
Armor Investment Advisors, LLC

SELL
 -
-4.13K
Closed
$275K - $319K
0 $0
Nov 04, 2021 Q3 2021
Insight 2811, Inc.

Chicago, IL
SELL
 -
-3.56K
Closed
$237K - $275K
0 $0
Nov 04, 2021 Q3 2021
Donaldson Capital Management, LLC

Evansville, IN
SELL
 -
-3.56K
Closed
$237K - $275K
0 $0
Nov 15, 2021 Q3 2021
Stelac Advisory Services LLC

New York, NY
SELL
 -
-3.31K
Closed
$220K - $256K
0 $0
Oct 20, 2021 Q3 2021
Gvo Asset Management LTD

SELL
 -
-2.3K
Closed
$153K - $178K
0 $0
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-751
Closed
$50.1K - $58.1K
0 $0
Oct 27, 2021 Q3 2021
Selective Wealth Management, Inc.

SELL
 CALL
-400
Closed
$26.7K - $31K
0 $0
Nov 15, 2021 Q3 2021
Man Group PLC

London, X0
SELL
 PUT
-300
- 20.0%
$20K - $23.2K
1.2K $96.5K
Oct 20, 2021 Q3 2021
Personal Wealth Partners

Bloomington, MN
SELL
 -
-204
Closed
$13.6K - $15.8K
0 $0
Oct 20, 2021 Q3 2021
Flagship Private Wealth, LLC

SELL
 -
-184
Closed
$12.3K - $14.2K
0 $0
Nov 08, 2021 Q3 2021
Perennial Advisors, LLC

New York, NY
SELL
 -
-110
Closed
$7.33K - $8.51K
0 $0
Nov 15, 2021 Q3 2021
Altshuler Shaham LTD

SELL
 -
-96
Closed
$6.4K - $7.43K
0 $0
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-44
Closed
$2.93K - $3.4K
0 $0
Oct 08, 2021 Q3 2021
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
0
Closed
$0 - $0
0 $0
Q2 2021
Aug 12, 2021 Q2 2021
Jne Partners LLP

London, X0
SELL
 -
-154K
Closed
$9.78M - $11.7M
0 $0
Aug 11, 2021 Q2 2021
Heartland Advisors Inc

Milwaukee, WI
SELL
 -
-58.4K
Closed
$3.72M - $4.44M
0 $0
Aug 16, 2021 Q2 2021
Odey Asset Management Group LTD

London, X0
SELL
 -
-50.7K
Closed
$3.23M - $3.85M
0 $0
Aug 02, 2021 Q2 2021
Pcj Investment Counsel Ltd.

SELL
 -
-25.4K
Closed
$1.61M - $1.93M
0 $0
Aug 12, 2021 Q2 2021
Agf Investments LLC

Boston, MA
SELL
 -
-9.95K
Closed
$633K - $756K
0 $0
Aug 16, 2021 Q2 2021
Claraphi Advisory Network, LLC

SELL
 -
-4.31K
Closed
$275K - $328K
0 $0
Jul 29, 2021 Q2 2021
Barry Investment Advisors, LLC

SELL
 -
-3.26K
Closed
$208K - $248K
0 $0
Aug 12, 2021 Q2 2021
Insight Advisors, LLC

Newtown, PA
SELL
 -
-3.04K
Closed
$193K - $231K
0 $0
Aug 05, 2021 Q2 2021
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-1.51K
Closed
$96K - $115K
0 $0
Jul 20, 2021 Q2 2021
Mps Loria Financial Planners, LLC

SELL
 -
-1.07K
Closed
$68.3K - $81.5K
0 $0
Jul 19, 2021 Q2 2021
United Asset Strategies, Inc.

Garden City, NY
SELL
 PUT
-1K
- 33.33%
$63.7K - $76K
2K $161K
Aug 16, 2021 Q2 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-200
Closed
$12.7K - $15.2K
0 $0
Aug 10, 2021 Q2 2021
Highlander Capital Management, LLC

Short Hills, NJ
SELL
 -
-200
- 59.52%
$12.7K - $15.2K
136 $10.9K
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-125
Closed
$7.96K - $9.5K
0 $0
Jul 21, 2021 Q2 2021
Grandview Asset Management LLC

SELL
 -
-46
Closed
$2.93K - $3.5K
0 $0
Q1 2021
May 14, 2021 Q1 2021
Mason Street Advisors, LLC

Milwaukee, WI
SELL
 -
-206K
Closed
$10.6M - $13.9M
0 $0
May 17, 2021 Q1 2021
Lakewood Capital Management, LP

New York, NY
SELL
 -
-135K
Closed
$6.96M - $9.13M
0 $0
Apr 29, 2021 Q1 2021
Empire Life Investments Inc.

SELL
 -
-75.9K
Closed
$3.91M - $5.14M
0 $0
May 14, 2021 Q1 2021
Banco De Sabadell, S.A

Miami, FL
SELL
 -
-66.1K
Closed
$3.41M - $4.47M
0 $0
May 14, 2021 Q1 2021
Hall Kathryn A.

San Francisco, CA
SELL
 -
-41K
Closed
$2.11M - $2.78M
0 $0
May 14, 2021 Q1 2021
Donoghue Forlines LLC

SELL
 -
-30.7K
Closed
$1.58M - $2.08M
0 $0
May 17, 2021 Q1 2021
Lombard Odier Asset Management (Europe) LTD

London, X0
SELL
 -
-10.3K
Closed
$532K - $698K
0 $0
May 17, 2021 Q1 2021
Port Capital LLC

Chicago, IL
SELL
 -
-7.41K
Closed
$382K - $501K
0 $0
May 06, 2021 Q1 2021
Papp L Roy & Associates

SELL
 -
-5.72K
Closed
$295K - $387K
0 $0
May 10, 2021 Q1 2021
Pictet & Cie (Europe) Sa

SELL
 -
-4.7K
Closed
$242K - $318K
0 $0
May 14, 2021 Q1 2021
Hillman Capital Management, Inc.

Bethesda, MD
SELL
 -
-4.24K
Closed
$218K - $287K
0 $0
Apr 20, 2021 Q1 2021
Regent Investment Management LLC

SELL
 -
-4.18K
Closed
$215K - $282K
0 $0
Apr 23, 2021 Q1 2021
Forvis Wealth Advisors, LLC

SELL
 -
-3.89K
Closed
$200K - $263K
0 $0
May 13, 2021 Q1 2021
Payden & Rygel

Los Angeles, CA
SELL
 -
-2.63K
Closed
$136K - $178K
0 $0
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-1.72K
Closed
$88.5K - $116K
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-383
Closed
$19.7K - $25.9K
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-379
Closed
$19.5K - $25.6K
0 $0
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

SELL
 -
-167
Closed
$8.61K - $11.3K
0 $0

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