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 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-256K- 89.61% |
$23.5M - $25M
|
29.7K
$2.73M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-228K- 46.54% |
$20.9M - $22.3M
|
262K
$24M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-28.7K- 10.77% |
$2.63M - $2.8M
|
237K
$21.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-28.1K- 3.65% |
$2.58M - $2.75M
|
743K
$68.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-13.3K- 6.28% |
$1.22M - $1.3M
|
199K
$18.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-9.03K- 11.35% |
$830K - $883K
|
70.6K
$6.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-8.65K- 0.76% |
$795K - $845K
|
1.13M
$104M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-8.27K- 29.78% |
$760K - $808K
|
19.5K
$1.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-7.36K- 13.95% |
$676K - $719K
|
45.4K
$4.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-6.64K- 9.18% |
$610K - $649K
|
65.7K
$6.03M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-4.2K- 4.69% |
$386K - $410K
|
85.3K
$7.84M
|
|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.04K- 3.39% |
$371K - $394K
|
115K
$10.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.84K- 4.65% |
$261K - $277K
|
58.2K
$5.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.83K- 88.53% |
$260K - $277K
|
367
$33.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Greenhaven Associates Inc
|
SELL
|
- |
-2.5K- 16.67% |
$230K - $244K
|
12.5K
$1.15M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.39K- 11.6% |
$219K - $233K
|
18.2K
$1.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.37K- 9.69% |
$217K - $231K
|
22K
$2.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 5.12% |
$207K - $220K
|
41.6K
$3.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.21K- 45.51% |
$203K - $216K
|
2.64K
$243K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.14K- 2.2% |
$196K - $209K
|
95.1K
$8.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.13K- 3.16% |
$195K - $208K
|
65.1K
$5.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.09K- 11.07% |
$192K - $204K
|
16.8K
$1.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.83K- 23.97% |
$168K - $179K
|
5.8K
$533K
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.78K- 42.88% |
$163K - $174K
|
2.37K
$218K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.77K- 2.72% |
$163K - $173K
|
63.2K
$5.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.74K- 3.83% |
$160K - $170K
|
43.8K
$4.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.58K- 10.17% |
$146K - $155K
|
14K
$1.29M
|
|
|
Jan 02, 2026
Q4 2025
|
Jacobs & CO
|
SELL
|
- |
-1.58K- 0.99% |
$146K - $155K
|
158K
$14.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-1.5K- 2.31% |
$138K - $147K
|
63.6K
$5.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.43K- 4.02% |
$131K - $140K
|
34.2K
$3.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.43K- 12.82% |
$131K - $139K
|
9.7K
$891K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.39K- 11.16% |
$128K - $136K
|
11.1K
$1.02M
|
|
|
Jan 09, 2026
Q4 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.15K- 3.58% |
$106K - $112K
|
30.9K
$2.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-1.13K- 1.85% |
$104K - $111K
|
60.1K
$5.52M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.1K- 15.66% |
$101K - $107K
|
5.93K
$545K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.07K- 15.81% |
$98.3K - $105K
|
5.7K
$524K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 15.38% |
$95.6K - $102K
|
5.72K
$526K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-968- 10.06% |
$89K - $94.6K
|
8.65K
$795K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-853- 3.23% |
$78.4K - $83.3K
|
25.5K
$2.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-806- 13.22% |
$74.1K - $78.8K
|
5.29K
$486K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-798- 42.95% |
$73.3K - $78K
|
1.06K
$97.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-743- 4.31% |
$68.3K - $72.6K
|
16.5K
$1.52M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-688- 0.57% |
$63.2K - $67.2K
|
120K
$11M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-645- 2.14% |
$59.3K - $63K
|
29.5K
$2.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-522- 2.78% |
$48K - $51K
|
18.2K
$1.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-517- 2.21% |
$47.5K - $50.5K
|
22.9K
$2.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-500- 1.35% |
$46K - $48.9K
|
36.6K
$3.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-463- 2.68% |
$42.6K - $45.2K
|
16.8K
$1.54M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-459- 3.43% |
$42.2K - $44.8K
|
12.9K
$1.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-456- 4.2% |
$41.9K - $44.6K
|
10.4K
$955K
|
|