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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-880K- 98.91% |
$55.7M - $72.9M
|
9.74K
$799K
|
|
|
Jan 29, 2025
Q4 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-530K- 9.81% |
$33.6M - $43.9M
|
4.87M
$400M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-177K- 69.16% |
$11.2M - $14.7M
|
79K
$6.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-161K- 11.37% |
$10.2M - $13.4M
|
1.26M
$103M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-113K- 31.99% |
$7.17M - $9.38M
|
241K
$19.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-91.8K- 72.89% |
$5.81M - $7.61M
|
34.1K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-81.4K- 6.46% |
$5.15M - $6.74M
|
1.18M
$96.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-66.9K- 2.35% |
$4.23M - $5.54M
|
2.77M
$228M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-31K- 2.4% |
$1.96M - $2.57M
|
1.26M
$104M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-30.4K- 78.21% |
$1.93M - $2.52M
|
8.48K
$696K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-26.8K- 0.83% |
$1.7M - $2.22M
|
3.21M
$263M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-25.9K- 27.23% |
$1.64M - $2.15M
|
69.3K
$5.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-23.2K- 38.23% |
$1.47M - $1.92M
|
37.5K
$3.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-22.6K- 10.59% |
$1.43M - $1.87M
|
191K
$15.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-21K- 12.65% |
$1.33M - $1.74M
|
145K
$11.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-20.6K- 5.99% |
$1.31M - $1.71M
|
324K
$26.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-18.2K- 14.33% |
$1.15M - $1.51M
|
109K
$8.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-16.5K- 2.03% |
$1.05M - $1.37M
|
797K
$65.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-16.4K- 29.39% |
$1.04M - $1.36M
|
39.4K
$3.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-16.3K- 2.14% |
$1.03M - $1.35M
|
746K
$61.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14.4K- 60.94% |
$909K - $1.19M
|
9.21K
$755K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.2K- 2.27% |
$836K - $1.09M
|
569K
$46.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-12.3K- 15.61% |
$777K - $1.02M
|
66.4K
$5.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.9K- 99.91% |
$751K - $983K
|
11
$903
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-11.8K- 54.19% |
$750K - $982K
|
10K
$822K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-9.39K- 8.3% |
$595K - $778K
|
104K
$8.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.15K- 1.23% |
$579K - $758K
|
731K
$60M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-8.47K- 37.08% |
$536K - $702K
|
14.4K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-8.43K- 10.64% |
$534K - $699K
|
70.8K
$5.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.73K- 58.11% |
$489K - $640K
|
5.57K
$457K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-7.5K- 94.33% |
$475K - $621K
|
451
$37K
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-7K- 39.79% |
$443K - $580K
|
10.6K
$869K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.54K- 3.28% |
$414K - $542K
|
192K
$15.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-6.4K- 30.08% |
$405K - $531K
|
14.9K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.39K- 22.39% |
$404K - $529K
|
22.1K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-6.24K- 9.45% |
$395K - $517K
|
59.8K
$4.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-6.19K- 11.22% |
$392K - $512K
|
48.9K
$4.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.17K- 43.26% |
$390K - $511K
|
8.09K
$664K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.89K- 10.03% |
$373K - $488K
|
52.8K
$4.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5.73K- 86.82% |
$363K - $475K
|
870
$71.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-5.45K- 5.81% |
$345K - $451K
|
88.4K
$7.25M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-5.07K- 20.66% |
$321K - $420K
|
19.5K
$1.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-5.03K- 2.91% |
$318K - $416K
|
168K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-4.29K- 14.09% |
$272K - $356K
|
26.2K
$2.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 27.97% |
$244K - $319K
|
9.91K
$814K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.7K- 4.4% |
$234K - $307K
|
80.4K
$6.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-3.61K- 22.25% |
$229K - $299K
|
12.6K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-3.36K- 2.62% |
$213K - $279K
|
125K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-3.36K- 6.12% |
$213K - $278K
|
51.5K
$4.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-3.32K- 2.55% |
$210K - $275K
|
127K
$10.4M
|