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
Apr 29, 2021 Q1 2021
Empire Life Investments Inc.

SELL
 -
-75.9K
Closed
$3.91M - $5.14M
0 $0
Apr 20, 2021 Q1 2021
Regent Investment Management LLC

SELL
 -
-4.18K
Closed
$215K - $282K
0 $0
Apr 09, 2021 Q1 2021
Edge Wealth Management LLC

SELL
 -
-35
Closed
$1.8K - $2.37K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Incline Global Management LLC

New York, NY
SELL
 -
-927K
Closed
$34.1M - $49.1M
0 $0
Feb 16, 2021 Q4 2020
Earnest Partners LLC

Atlanta, GA
BUY
 -
124
+ 22.22%
$4.56K - $6.58K
682 $62.7K
Feb 16, 2021 Q4 2020
Glazer Capital, LLC

New York, NY
SELL
 -
-147K
Closed
$5.4M - $7.79M
0 $0
Feb 16, 2021 Q4 2020
Broad Run Broad Run Investment Management, LLC | Arlington, Va
SELL
 -
-1.44M
Closed
$52.8M - $76.3M
0 $0
Feb 16, 2021 Q4 2020
Davis Capital Partners, LLC

Sausalito, CA
BUY
 -
433K
New
$15.9M - $23M
433K $39.8M
Feb 16, 2021 Q4 2020
Ejf Capital LLC

Arlington, VA
SELL
 -
-71.4K
Closed
$2.62M - $3.79M
0 $0
Feb 12, 2021 Q4 2020
Charter Oak Capital Management, LLC

BUY
 -
94
New
$3.45K - $4.99K
94 $8.64K
Feb 08, 2021 Q4 2020
Adams Wealth Management

SELL
 -
-210
Closed
$7.72K - $11.1K
0 $0
Feb 03, 2021 Q4 2020
Oak Ridge Investments LLC

SELL
 -
-10.1K
Closed
$371K - $536K
0 $0
Feb 03, 2021 Q4 2020
Lee Financial Group Hawaii, Inc.

Honolulu, HI
SELL
 -
-16.2K
Closed
$596K - $860K
0 $0
Feb 03, 2021 Q4 2020
Syverson Strege & CO

West Des Moines, IA
BUY
 -
6
New
$221 - $318
6 $551
Feb 02, 2021 Q4 2020
Gould Asset Management LLC

Claremont, CA
BUY
 -
3.83K
New
$141K - $203K
3.83K $352K
Feb 02, 2021 Q4 2020
Ironvine Capital Partners, LLC

Omaha, NE
SELL
 -
-5.64K
Closed
$207K - $299K
0 $0
Feb 01, 2021 Q4 2020
Mc Carthy Asset Management, Inc.

BUY
 -
16.9K
New
$621K - $896K
16.9K $1.55M
Feb 01, 2021 Q4 2020
Trade Link Capital LLC

Chicago, IL
SELL
 -
-55.5K
Closed
$2.04M - $2.94M
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-367
Closed
$13.5K - $19.5K
0 $0
Jan 25, 2021 Q4 2020
Capital Wealth Planning, LLC

SELL
 -
-11.6K
Closed
$425K - $613K
0 $0
Jan 11, 2021 Q4 2020
Everence Capital Management Inc

BUY
 PUT
1.35K
+ 4.6%
$49.7K - $71.7K
30.8K $2.83M
Q3 2020
Nov 16, 2020 Q3 2020
First National Bank Of South Miami

SELL
 -
-65
Closed
$2.15K - $2.36K
0 $0
Nov 16, 2020 Q3 2020
Kemnay Advisory Services Inc.

New York, NY
SELL
 -
-16.1K
Closed
$532K - $584K
0 $0
Nov 16, 2020 Q3 2020
Jet Capital Investors L P

New York, NY
SELL
 -
-98.8K
Closed
$3.26M - $3.59M
0 $0
Nov 16, 2020 Q3 2020
Jet Capital Investors L P

New York, NY
SELL
 PUT
-533K
Closed
$17.6M - $19.3M
0 $0
Nov 16, 2020 Q3 2020
Pdt Partners, LLC

New York, NY
SELL
 -
-20.9K
Closed
$690K - $758K
0 $0
Nov 16, 2020 Q3 2020
Sands Capital Management, LLC

Arlington, VA
SELL
 -
-6.41M
Closed
$212M - $233M
0 $0
Nov 16, 2020 Q3 2020
Athanor Capital, LP

New York, NY
SELL
 -
-318K
Closed
$10.5M - $11.5M
0 $0
Nov 13, 2020 Q3 2020
Credit Agricole S A

BUY
 PUT
250K
New
$8.26M - $9.07M
250K $23M
Nov 13, 2020 Q3 2020
Marietta Investment Partners LLC

Milwaukee, WI
SELL
 -
-8.74K
Closed
$289K - $317K
0 $0
Nov 13, 2020 Q3 2020
New World Advisors LLC

Hingham, MA
SELL
 -
-6.35K
Closed
$210K - $230K
0 $0
Nov 13, 2020 Q3 2020
U S Global Investors Inc

San Antonio, TX
SELL
 -
-8.5K
Closed
$281K - $308K
0 $0
Nov 13, 2020 Q3 2020
Rovida Advisors Inc.

Newark, NJ
SELL
 -
-490K
Closed
$16.2M - $17.8M
0 $0
Nov 13, 2020 Q3 2020
Crescent Park Management, L.P.

East Palo Alto, CA
SELL
 -
-124K
Closed
$4.11M - $4.52M
0 $0
Nov 13, 2020 Q3 2020
One68 Global Capital, LLC

New York, NY
SELL
 -
-16.2K
Closed
$534K - $587K
0 $0
Nov 12, 2020 Q3 2020
Ramius Advisors LLC

New York, NY
SELL
 -
-246K
Closed
$8.12M - $8.92M
0 $0
Nov 10, 2020 Q3 2020
Cfm Wealth Partners LLC

SELL
 -
-204
Closed
$6.74K - $7.4K
0 $0
Nov 10, 2020 Q3 2020
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-1.38K
Closed
$45.5K - $50K
0 $0
Nov 10, 2020 Q3 2020
Cape Cod Five Cents Savings Bank

Orleans, MA
SELL
 -
-11.1K
Closed
$365K - $401K
0 $0
Nov 09, 2020 Q3 2020
Vaughan Nelson Investment Management, L.P.

SELL
 -
-3.32M
Closed
$109M - $120M
0 $0
Nov 09, 2020 Q3 2020
Quantitative Systematic Strategies LLC

SELL
 -
-6.28K
Closed
$207K - $228K
0 $0
Nov 09, 2020 Q3 2020
Madison Wealth Management

Cincinnati, OH
BUY
 CALL
27.2K
New
$898K - $987K
27.2K $2.5M
Nov 06, 2020 Q3 2020
Roffman Miller Associates Inc

Philadelphia, PA
SELL
 -
-7.32K
Closed
$242K - $266K
0 $0
Nov 05, 2020 Q3 2020
Woodley Farra Manion Portfolio Management Inc

SELL
 -
-700
Closed
$23.1K - $25.4K
0 $0
Nov 02, 2020 Q3 2020
Campbell Wealth Management

SELL
 -
-260
Closed
$8.59K - $9.43K
0 $0
Oct 28, 2020 Q3 2020
Stoneridge Investment Partners LLC

SELL
 -
-33.2K
Closed
$1.09M - $1.2M
0 $0
Oct 14, 2020 Q3 2020
Gyroscope Capital Management Group, LLC

SELL
 -
-20.1K
Closed
$664K - $730K
0 $0
Oct 13, 2020 Q3 2020
Cordasco Financial Network

SELL
 -
-67
- 24.72%
$2.21K - $2.43K
204 $18.7K
Oct 08, 2020 Q3 2020
Engrave Wealth Partners LLC

SELL
 -
-180
Closed
$5.94K - $6.53K
0 $0

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