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 |
---|---|---|---|---|---|---|---|
Aug 14, 2020
Q2 2020
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-135KClosed |
$4.28M - $5.77M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-50.8KClosed |
$1.61M - $2.17M
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-31.1KClosed |
$987K - $1.33M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Kellner Capital, LLC
New York, NY |
SELL
|
- |
-19.4KClosed |
$616K - $831K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-16.9KClosed |
$536K - $722K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-15.1KClosed |
$479K - $647K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-14.6KClosed |
$464K - $626K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-10.6KClosed |
$335K - $452K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-8.52KClosed |
$271K - $365K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-6.08KClosed |
$193K - $261K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.45KClosed |
$173K - $233K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.89K- 18.09% |
$60K - $80.9K
|
8.55K
$688K
|
|
Aug 05, 2020
Q2 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-1.4KClosed |
$44.5K - $59.9K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-427Closed |
$13.6K - $18.3K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-300Closed |
$9.53K - $12.8K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-200Closed |
$6.35K - $8.56K
|
0
$0
|
|
May 14, 2021
Q2 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-73Closed |
$2.32K - $3.13K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-31Closed |
$984 - $1.33K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Daniel Loeb
Third Point LLC | New York, Ny
|
SELL
|
- |
-1MClosed |
$28.4M - $49M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-710KClosed |
$20.2M - $34.8M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Stack Financial Management, Inc
|
SELL
|
- |
-408KClosed |
$11.6M - $20M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-400KClosed |
$11.4M - $19.6M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-352KClosed |
$10M - $17.2M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-206KClosed |
$5.85M - $10.1M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Cowen And Company, LLC
|
SELL
|
PUT |
-175KClosed |
$4.98M - $8.58M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Bardin Hill Management Partners LP
New York, NY |
SELL
|
- |
-113KClosed |
$3.2M - $5.52M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-97.1KClosed |
$2.76M - $4.76M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Spinnaker Trust
|
SELL
|
- |
-77KClosed |
$2.19M - $3.78M
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-65.6KClosed |
$1.87M - $3.21M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-53.4KClosed |
$1.52M - $2.62M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-47.8KClosed |
$1.36M - $2.34M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-34.6KClosed |
$983K - $1.69M
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Cadinha & CO LLC
|
SELL
|
- |
-29.3KClosed |
$833K - $1.44M
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-25.2KClosed |
$717K - $1.24M
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Polianta LTD
|
SELL
|
- |
-22.3KClosed |
$634K - $1.09M
|
0
$0
|
|
Apr 06, 2020
Q1 2020
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-16.7KClosed |
$475K - $818K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-15KClosed |
$426K - $735K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-14.8KClosed |
$421K - $726K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Legacy Bridge, LLC
|
SELL
|
- |
-11.3KClosed |
$320K - $552K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-11KClosed |
$313K - $539K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Covenant Partners, LLC
|
SELL
|
- |
-7.51KClosed |
$213K - $368K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Cowen And Company, LLC
|
SELL
|
- |
-7.22KClosed |
$205K - $354K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-5.87KClosed |
$167K - $288K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-5.85KClosed |
$166K - $286K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-5.75KClosed |
$163K - $282K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-5KClosed |
$142K - $245K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-4.57KClosed |
$130K - $224K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Asset Management Corp
|
SELL
|
- |
-4.53KClosed |
$129K - $222K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Bray Capital Advisors
|
SELL
|
- |
-3.19KClosed |
$90.5K - $156K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.46KClosed |
$70.1K - $121K
|
0
$0
|