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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-826- 6.97% |
$58.8K - $69.1K
|
11K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-824- 2.27% |
$58.7K - $68.9K
|
35.4K
$3.27M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-821- 0.83% |
$58.5K - $68.7K
|
98K
$9.05M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-814- 0.45% |
$58K - $68.1K
|
180K
$16.6M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-800- 18.04% |
$57K - $66.9K
|
3.64K
$336K
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-800- 2.84% |
$57K - $66.9K
|
27.4K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-793- 3.28% |
$56.5K - $66.3K
|
23.4K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-788- 4.48% |
$56.1K - $65.9K
|
16.8K
$1.55M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-775- 3.02% |
$55.2K - $64.8K
|
24.9K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-757- 8.53% |
$53.9K - $63.3K
|
8.11K
$749K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-748- 13.71% |
$53.3K - $62.6K
|
4.71K
$435K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-744- 47.0% |
$53K - $62.2K
|
839
$77.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-730- 0.74% |
$52K - $61.1K
|
97.5K
$9M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-717- 4.88% |
$51.1K - $60K
|
14K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-716- 17.57% |
$51K - $59.9K
|
3.36K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-715- 7.91% |
$50.9K - $59.8K
|
8.33K
$769K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-703- 8.46% |
$50.1K - $58.8K
|
7.6K
$702K
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-701- 2.35% |
$49.9K - $58.6K
|
29.1K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
CALL |
-700- 70.0% |
$49.9K - $58.5K
|
300
$27.7K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-700- 3.95% |
$49.9K - $58.5K
|
17K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-693- 6.83% |
$49.4K - $58K
|
9.45K
$872K
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-692- 4.36% |
$49.3K - $57.9K
|
15.2K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-692- 5.13% |
$49.3K - $57.9K
|
12.8K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-684- 9.8% |
$48.7K - $57.2K
|
6.3K
$581K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-678- 12.81% |
$48.3K - $56.7K
|
4.62K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-669- 38.36% |
$47.7K - $56K
|
1.08K
$99.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-665- 1.48% |
$47.4K - $55.6K
|
44.1K
$4.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-641- 1.46% |
$45.7K - $53.6K
|
43.2K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-630- 15.54% |
$44.9K - $52.7K
|
3.42K
$316K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-626- 1.48% |
$44.6K - $52.4K
|
41.7K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-622- 2.01% |
$44.3K - $52K
|
30.3K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-605- 4.06% |
$43.1K - $50.6K
|
14.3K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-601- 13.11% |
$42.8K - $50.3K
|
3.98K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-601- 7.67% |
$42.8K - $50.3K
|
7.24K
$668K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-597- 12.53% |
$42.5K - $49.9K
|
4.17K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-594- 4.15% |
$42.3K - $49.7K
|
13.7K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-586- 4.56% |
$41.7K - $49K
|
12.3K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-578- 1.84% |
$41.2K - $48.3K
|
30.8K
$2.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-557- 2.52% |
$39.7K - $46.6K
|
21.6K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-547- 0.11% |
$39K - $45.8K
|
485K
$44.8M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-536- 1.89% |
$38.2K - $44.8K
|
27.8K
$2.57M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-533- 87.38% |
$38K - $44.6K
|
77
$7.11K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-531- 1.2% |
$37.8K - $44.4K
|
43.6K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-529- 3.0% |
$37.7K - $44.2K
|
17.1K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-521- 9.71% |
$37.1K - $43.6K
|
4.84K
$447K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-519- 7.2% |
$37K - $43.4K
|
6.69K
$618K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-512- 2.17% |
$36.5K - $42.8K
|
23.1K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-508- 4.82% |
$36.2K - $42.5K
|
10K
$927K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-500- 11.3% |
$35.6K - $41.8K
|
3.92K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-500- 5.97% |
$35.6K - $41.8K
|
7.88K
$727K
|