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 14, 2020 Q2 2020
One Fin Capital Management LP

San Francisco, CA
SELL
 -
-243K
Closed
$7.7M - $10.4M
0 $0
Aug 14, 2020 Q2 2020
Knights Of Columbus Asset Advisors LLC

New Haven, CT
SELL
 -
-50.8K
Closed
$1.61M - $2.17M
0 $0
Aug 13, 2020 Q2 2020
Triple Frond Partners LLC

San Francisco, CA
SELL
 -
-412K
Closed
$13.1M - $17.7M
0 $0
Aug 11, 2020 Q2 2020
Kellner Capital, LLC

New York, NY
SELL
 -
-19.4K
Closed
$616K - $831K
0 $0
Aug 11, 2020 Q2 2020
Prio Wealth Limited Partnership

Boston, MA
SELL
 -
-6.08K
Closed
$193K - $261K
0 $0
Aug 10, 2020 Q2 2020
Sky Oak Wealth, LLC

SELL
 -
-16.9K
Closed
$536K - $722K
0 $0
Aug 07, 2020 Q2 2020
Jackson Square Partners, LLC

San Francisco, CA
SELL
 -
-7.98M
Closed
$253M - $342M
0 $0
Aug 05, 2020 Q2 2020
Burt Wealth Advisors

SELL
 -
-1.4K
Closed
$44.5K - $59.9K
0 $0
Aug 04, 2020 Q2 2020
Rpg Investment Advisory, LLC

SELL
 -
-200
Closed
$6.35K - $8.56K
0 $0
Aug 04, 2020 Q2 2020
Essex Investment Management CO LLC

Boston, MA
BUY
 -
341
New
$10.8K - $14.6K
341 $31.3K
Jul 31, 2020 Q2 2020
Bowie Capital Management, LLC

Richardson, TX
SELL
 -
-15.1K
Closed
$479K - $647K
0 $0
Jul 27, 2020 Q2 2020
S.A. Mason LLC

SELL
 -
-300
Closed
$9.53K - $12.8K
0 $0
Jul 22, 2020 Q2 2020
Liberty Capital Management, Inc.

SELL
 -
-10.6K
Closed
$335K - $452K
0 $0
Jul 20, 2020 Q2 2020
Lion Street Advisors, LLC

SELL
 -
-31
Closed
$984 - $1.33K
0 $0
Jul 06, 2020 Q2 2020
Municipal Employees' Retirement System Of Michigan

SELL
 -
-31.1K
Closed
$987K - $1.33M
0 $0
Q1 2020
May 15, 2020 Q1 2020
Covenant Partners, LLC

SELL
 -
-7.51K
Closed
$213K - $368K
0 $0
May 15, 2020 Q1 2020
Bardin Hill Management Partners LP

New York, NY
SELL
 -
-113K
Closed
$3.2M - $5.52M
0 $0
May 15, 2020 Q1 2020
Bienville Capital Management, LLC

New York, NY
SELL
 -
-5K
Closed
$142K - $245K
0 $0
May 15, 2020 Q1 2020
George Soros Soros Fund Management LLC | New York, Ny
SELL
 -
-53.4K
Closed
$1.52M - $2.62M
0 $0
May 15, 2020 Q1 2020
Daniel Loeb Third Point LLC | New York, Ny
SELL
 -
-1M
Closed
$28.4M - $49M
0 $0
May 15, 2020 Q1 2020
Highland Capital Management Fund Advisors, L.P.

Dallas, TX
SELL
 -
-15K
Closed
$426K - $735K
0 $0
May 15, 2020 Q1 2020
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
SELL
 -
-34.6K
Closed
$983K - $1.69M
0 $0
May 15, 2020 Q1 2020
Quest Investment Management LLC

Lake Oswego, OR
SELL
 -
-5.75K
Closed
$163K - $282K
0 $0
May 15, 2020 Q1 2020
Philadelphia Financial Management Of San Francisco, LLC

San Francisco, CA
SELL
 -
-352K
Closed
$10M - $17.2M
0 $0
May 14, 2020 Q1 2020
Ramius Advisors LLC

New York, NY
BUY
 PUT
217K
New
$6.18M - $10.7M
217K $20M
May 13, 2020 Q1 2020
Jackson Wealth Management, LLC

SELL
 -
-11K
Closed
$313K - $539K
0 $0
May 13, 2020 Q1 2020
Schwartz Investment Counsel Inc

Plymouth, MI
SELL
 -
-400K
Closed
$11.4M - $19.6M
0 $0
May 13, 2020 Q1 2020
Horizon Kinetics Asset Management LLC

SELL
 -
-5.85K
Closed
$166K - $286K
0 $0
May 13, 2020 Q1 2020
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-4.57K
Closed
$130K - $224K
0 $0
May 12, 2020 Q1 2020
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-1.52K
Closed
$43.1K - $74.3K
0 $0
May 12, 2020 Q1 2020
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-216
Closed
$6.14K - $10.6K
0 $0
May 12, 2020 Q1 2020
Pinz Capital Management, LP

New York, NY
SELL
 -
-47.8K
Closed
$1.36M - $2.34M
0 $0
May 11, 2020 Q1 2020
Capital Directions Investment Advisors, LLC

SELL
 -
-400
Closed
$11.4K - $19.6K
0 $0
May 11, 2020 Q1 2020
Hamilton Point Investment Advisors, LLC

SELL
 -
-97.1K
Closed
$2.76M - $4.76M
0 $0
May 11, 2020 Q1 2020
Stack Financial Management, Inc

SELL
 -
-408K
Closed
$11.6M - $20M
0 $0
May 11, 2020 Q1 2020
Cowen And Company, LLC

SELL
 -
-7.22K
Closed
$205K - $354K
0 $0
May 11, 2020 Q1 2020
Cowen And Company, LLC

SELL
 PUT
-175K
Closed
$4.98M - $8.58M
0 $0
May 07, 2020 Q1 2020
Premier Asset Management LLC

Chicago, IL
SELL
 -
-206K
Closed
$5.85M - $10.1M
0 $0
May 06, 2020 Q1 2020
Ashfield Capital Partners, LLC

SELL
 -
-5.87K
Closed
$167K - $288K
0 $0
May 06, 2020 Q1 2020
Oxbow Advisors, LLC

Corpus Christi, TX
SELL
 -
-25.2K
Closed
$717K - $1.24M
0 $0
May 06, 2020 Q1 2020
Cadinha & CO LLC

SELL
 -
-29.3K
Closed
$833K - $1.44M
0 $0
May 05, 2020 Q1 2020
Spinnaker Trust

SELL
 -
-77K
Closed
$2.19M - $3.78M
0 $0
May 04, 2020 Q1 2020
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-170
Closed
$4.83K - $8.33K
0 $0
May 01, 2020 Q1 2020
Great Diamond Partners, LLC

SELL
 -
-2.46K
Closed
$70.1K - $121K
0 $0
May 01, 2020 Q1 2020
Bray Capital Advisors

SELL
 -
-3.19K
Closed
$90.5K - $156K
0 $0
Apr 30, 2020 Q1 2020
West Bancorporation Inc

SELL
 -
-119
Closed
$3.38K - $5.83K
0 $0
Apr 29, 2020 Q1 2020
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
SELL
 -
-500
Closed
$14.2K - $24.5K
0 $0
Apr 23, 2020 Q1 2020
Argent Advisors, Inc.

Monroe, LA
SELL
 -
-20
Closed
$569 - $980
0 $0
Apr 22, 2020 Q1 2020
First Personal Financial Services

SELL
 -
-58
Closed
$1.65K - $2.84K
0 $0

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