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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-956- 5.07% |
$66K - $87.2K
|
17.9K
$1.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-954- 1.33% |
$65.9K - $87K
|
70.7K
$6.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-944- 1.26% |
$65.2K - $86.1K
|
74K
$6.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-942- 24.51% |
$65.1K - $85.9K
|
2.9K
$267K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-925- 0.89% |
$63.9K - $84.4K
|
103K
$9.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-915- 17.54% |
$63.2K - $83.5K
|
4.3K
$396K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-915- 2.18% |
$63.2K - $83.5K
|
41K
$3.78M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-898- 4.81% |
$62K - $81.9K
|
17.8K
$1.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-881- 7.79% |
$60.8K - $80.4K
|
10.4K
$961K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-877- 0.86% |
$60.6K - $80K
|
101K
$9.29M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-868- 25.35% |
$59.9K - $79.2K
|
2.56K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-860- 9.26% |
$59.4K - $78.5K
|
8.43K
$776K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-845- 21.22% |
$58.4K - $77.1K
|
3.14K
$289K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-841- 1.93% |
$58.1K - $76.7K
|
42.7K
$3.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-841- 26.41% |
$58.1K - $76.7K
|
2.34K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-840- 1.07% |
$58K - $76.6K
|
77.5K
$7.13M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-832- 3.61% |
$57.5K - $75.9K
|
22.2K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-815- 3.27% |
$56.3K - $74.4K
|
24.1K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-813- 7.07% |
$56.1K - $74.2K
|
10.7K
$984K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-812- 6.89% |
$56.1K - $74.1K
|
11K
$1.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-811- 2.39% |
$56K - $74K
|
33.1K
$3.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-784- 3.07% |
$54.1K - $71.5K
|
24.7K
$2.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-784- 1.64% |
$54.1K - $71.5K
|
47.1K
$4.34M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-776- 0.77% |
$53.6K - $70.8K
|
99.6K
$9.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-776- 2.36% |
$53.6K - $70.8K
|
32.1K
$2.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-774- 5.49% |
$53.5K - $70.6K
|
13.3K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-770- 1.8% |
$53.2K - $70.3K
|
42.1K
$3.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-766- 0.86% |
$52.9K - $69.9K
|
87.9K
$8.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-763- 18.13% |
$52.7K - $69.6K
|
3.45K
$317K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-756- 38.67% |
$52.2K - $69K
|
1.2K
$110K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-750- 3.07% |
$51.8K - $68.4K
|
23.7K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-745- 16.56% |
$51.4K - $68K
|
3.76K
$346K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-738- 35.08% |
$51K - $67.3K
|
1.37K
$126K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-735- 11.92% |
$50.8K - $67.1K
|
5.43K
$500K
|
|
|
Aug 06, 2025
Q2 2025
|
Parnassus Investments, LLC
|
SELL
|
- |
-720- 0.06% |
$49.7K - $65.7K
|
1.31M
$120M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-720- 1.49% |
$49.7K - $65.7K
|
47.7K
$4.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-718- 29.84% |
$49.6K - $65.5K
|
1.69K
$155K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-710- 2.27% |
$49K - $64.8K
|
30.5K
$2.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-710- 0.67% |
$49K - $64.8K
|
106K
$9.74M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-703- 73.31% |
$48.5K - $64.1K
|
256
$23.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-700- 12.26% |
$48.3K - $63.9K
|
5.01K
$461K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-697- 22.08% |
$48.1K - $63.6K
|
2.46K
$227K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-692- 2.58% |
$47.8K - $63.1K
|
26.2K
$2.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-688- 7.63% |
$47.5K - $62.8K
|
8.33K
$767K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-684- 22.28% |
$47.2K - $62.4K
|
2.39K
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-681- 6.72% |
$47K - $62.1K
|
9.46K
$871K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-675- 18.06% |
$46.6K - $61.6K
|
3.06K
$282K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-671- 16.66% |
$46.3K - $61.2K
|
3.36K
$309K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-671- 5.27% |
$46.3K - $61.2K
|
12.1K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-666- 2.6% |
$46K - $60.8K
|
24.9K
$2.3M
|