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 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-664- 18.97% |
$45.9K - $60.6K
|
2.84K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-661- 2.62% |
$45.6K - $60.3K
|
24.6K
$2.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-658- 61.21% |
$45.4K - $60K
|
417
$38.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-657- 0.33% |
$45.4K - $59.9K
|
196K
$18M
|
|
|
Aug 12, 2025
Q2 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-651- 0.8% |
$45K - $59.4K
|
80.3K
$7.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-651- 0.67% |
$45K - $59.4K
|
96.8K
$8.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-645- 6.08% |
$44.5K - $58.8K
|
9.96K
$917K
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-643- 1.15% |
$44.4K - $58.7K
|
55.5K
$5.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-639- 0.39% |
$44.1K - $58.3K
|
164K
$15.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-632- 2.1% |
$43.6K - $57.7K
|
29.4K
$2.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-624- 15.91% |
$43.1K - $56.9K
|
3.3K
$304K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-613- 11.77% |
$42.3K - $55.9K
|
4.6K
$423K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-600- 4.76% |
$41.4K - $54.7K
|
12K
$1.11M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-600- 3.08% |
$41.4K - $54.7K
|
18.9K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-582- 9.28% |
$40.2K - $53.1K
|
5.69K
$524K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-580- 3.53% |
$40.1K - $52.9K
|
15.8K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-576- 18.53% |
$39.8K - $52.6K
|
2.53K
$233K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-562- 1.43% |
$38.8K - $51.3K
|
38.7K
$3.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-561- 0.31% |
$38.7K - $51.2K
|
178K
$16.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-560- 1.54% |
$38.7K - $51.1K
|
35.8K
$3.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-560- 6.49% |
$38.7K - $51.1K
|
8.07K
$743K
|
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-555- 14.87% |
$38.3K - $50.6K
|
3.18K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-552- 14.35% |
$38.1K - $50.4K
|
3.3K
$304K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-552- 1.84% |
$38.1K - $50.4K
|
29.4K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-551- 5.22% |
$38.1K - $50.3K
|
10K
$922K
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-547- 16.78% |
$37.8K - $49.9K
|
2.71K
$250K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-541- 1.4% |
$37.4K - $49.4K
|
38.1K
$3.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-540- 7.89% |
$37.3K - $49.3K
|
6.31K
$581K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-538- 1.52% |
$37.2K - $49.1K
|
34.8K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-533- 5.14% |
$36.8K - $48.6K
|
9.84K
$907K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-530- 1.81% |
$36.6K - $48.4K
|
28.8K
$2.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-510- 0.89% |
$35.2K - $46.5K
|
56.6K
$5.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
SELL
|
- |
-500- 0.35% |
$34.5K - $45.6K
|
141K
$13M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-500- 16.22% |
$34.5K - $45.6K
|
2.58K
$238K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500- 1.6% |
$34.5K - $45.6K
|
30.8K
$2.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-493- 2.1% |
$34K - $45K
|
23K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-490- 14.04% |
$33.8K - $44.7K
|
3K
$276K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-489- 1.25% |
$33.8K - $44.6K
|
38.7K
$3.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-475- 11.65% |
$32.8K - $43.3K
|
3.6K
$332K
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-467- 16.73% |
$32.3K - $42.6K
|
2.33K
$214K
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-463- 1.1% |
$32K - $42.2K
|
41.7K
$3.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-461- 0.5% |
$31.8K - $42.1K
|
92.3K
$8.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-451- 6.81% |
$31.1K - $41.1K
|
6.17K
$568K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-438- 2.97% |
$30.2K - $40K
|
14.3K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-437- 1.32% |
$30.2K - $39.9K
|
32.6K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-424- 2.17% |
$29.3K - $38.7K
|
19.1K
$1.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-421- 1.03% |
$29.1K - $38.4K
|
40.6K
$3.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-407- 0.02% |
$28.1K - $37.1K
|
1.63M
$150M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-406- 1.13% |
$28K - $37K
|
35.5K
$3.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-396- 1.05% |
$27.3K - $36.1K
|
37.2K
$3.42M
|