Latest Institutional Sells of Schwab Charles Corp (SCHW)
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 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-60Closed |
$3.09K - $4.06K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-35Closed |
$1.8K - $2.37K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-25Closed |
$1.29K - $1.69K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-25Closed |
$1.29K - $1.69K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Broad Run
Broad Run Investment Management, LLC | Arlington, Va
|
SELL
|
- |
-1.44MClosed |
$52.8M - $76.3M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Incline Global Management LLC
New York, NY |
SELL
|
- |
-927KClosed |
$34.1M - $49.1M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Glazer Capital, LLC
New York, NY |
SELL
|
- |
-147KClosed |
$5.4M - $7.79M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-71.4KClosed |
$2.62M - $3.79M
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Trade Link Capital LLC
Chicago, IL |
SELL
|
- |
-55.5KClosed |
$2.04M - $2.94M
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-16.2KClosed |
$596K - $860K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-11.6KClosed |
$425K - $613K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Oak Ridge Investments LLC
|
SELL
|
- |
-10.1KClosed |
$371K - $536K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-5.64KClosed |
$207K - $299K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-1KClosed |
$36.8K - $53.1K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-367Closed |
$13.5K - $19.5K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-330Closed |
$12.1K - $17.5K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-210Closed |
$7.72K - $11.1K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-6.41MClosed |
$212M - $233M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-3.32MClosed |
$109M - $120M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Jet Capital Investors L P
New York, NY |
SELL
|
PUT |
-533KClosed |
$17.6M - $19.3M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Rovida Advisors Inc.
Newark, NJ |
SELL
|
- |
-490KClosed |
$16.2M - $17.8M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-318KClosed |
$10.5M - $11.5M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ramius Advisors LLC
New York, NY |
SELL
|
- |
-246KClosed |
$8.12M - $8.92M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Crescent Park Management, L.P.
East Palo Alto, CA |
SELL
|
- |
-124KClosed |
$4.11M - $4.52M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Jet Capital Investors L P
New York, NY |
SELL
|
- |
-98.8KClosed |
$3.26M - $3.59M
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Canal Capital Management, LLC
|
SELL
|
- |
-64.1KClosed |
$2.12M - $2.33M
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-33.2KClosed |
$1.09M - $1.2M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-20.9KClosed |
$690K - $758K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-20.1KClosed |
$664K - $730K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
One68 Global Capital, LLC
New York, NY |
SELL
|
- |
-16.2KClosed |
$534K - $587K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-16.1KClosed |
$532K - $584K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Arjuna Capital
|
SELL
|
- |
-13.1KClosed |
$432K - $474K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-11.1KClosed |
$365K - $401K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-8.74KClosed |
$289K - $317K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-8.5KClosed |
$281K - $308K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-7.32KClosed |
$242K - $266K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-6.35KClosed |
$210K - $230K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-6.28KClosed |
$207K - $228K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-5.98KClosed |
$197K - $217K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.38KClosed |
$45.5K - $50K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-700Closed |
$23.1K - $25.4K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-260Closed |
$8.59K - $9.43K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-204Closed |
$6.74K - $7.4K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-180Closed |
$5.94K - $6.53K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
SELL
|
- |
-67- 24.72% |
$2.21K - $2.43K
|
204
$16.4K
|
|
Nov 16, 2020
Q3 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-65Closed |
$2.15K - $2.36K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 07, 2020
Q2 2020
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-7.98MClosed |
$253M - $342M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Triple Frond Partners LLC
San Francisco, CA |
SELL
|
- |
-412KClosed |
$13.1M - $17.7M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
One Fin Capital Management LP
San Francisco, CA |
SELL
|
- |
-243KClosed |
$7.7M - $10.4M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Tig Advisors, LLC
New York, NY |
SELL
|
- |
-135KClosed |
$4.28M - $5.77M
|
0
$0
|