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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-395- 19.62% |
$27.3K - $36K
|
1.62K
$149K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-395- 2.23% |
$27.3K - $36K
|
17.3K
$1.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-395- 13.56% |
$27.3K - $36K
|
2.52K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-388- 0.88% |
$26.8K - $35.4K
|
43.5K
$4M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-385- 4.27% |
$26.6K - $35.1K
|
8.63K
$795K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-383- 1.97% |
$26.4K - $34.9K
|
19.1K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-377- 2.11% |
$26K - $34.4K
|
17.5K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-373- 6.74% |
$25.8K - $34K
|
5.16K
$476K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-370- 0.75% |
$25.6K - $33.8K
|
48.7K
$4.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-359- 5.39% |
$24.8K - $32.8K
|
6.3K
$580K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-354- 9.82% |
$24.4K - $32.3K
|
3.25K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-349- 4.8% |
$24.1K - $31.8K
|
6.93K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-347- 0.05% |
$24K - $31.7K
|
756K
$69.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-346- 5.06% |
$23.9K - $31.6K
|
6.49K
$598K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-342- 1.32% |
$23.6K - $31.2K
|
25.6K
$2.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
SELL
|
- |
-336- 9.19% |
$23.2K - $30.7K
|
3.32K
$306K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-335- 4.44% |
$23.1K - $30.6K
|
7.22K
$665K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-329- 9.91% |
$22.7K - $30K
|
2.99K
$276K
|
|
|
Aug 11, 2025
Q2 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-324- 0.85% |
$22.4K - $29.6K
|
37.7K
$3.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-324- 4.65% |
$22.4K - $29.6K
|
6.64K
$611K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-323- 0.23% |
$22.3K - $29.5K
|
138K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-315- 0.08% |
$21.8K - $28.7K
|
411K
$37.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-314- 21.36% |
$21.7K - $28.6K
|
1.16K
$106K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-314- 8.14% |
$21.7K - $28.6K
|
3.55K
$326K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-312- 0.72% |
$21.5K - $28.5K
|
42.9K
$3.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-305- 2.26% |
$21.1K - $27.8K
|
13.2K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-304- 2.67% |
$21K - $27.7K
|
11.1K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-302- 2.55% |
$20.9K - $27.6K
|
11.5K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-300- 4.36% |
$20.7K - $27.4K
|
6.58K
$606K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-300- 2.53% |
$20.7K - $27.4K
|
11.5K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-298- 19.71% |
$20.6K - $27.2K
|
1.21K
$112K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-296- 0.41% |
$20.4K - $27K
|
71.2K
$6.55M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-295- 1.66% |
$20.4K - $26.9K
|
17.4K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-292- 5.79% |
$20.2K - $26.6K
|
4.75K
$438K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-288- 1.14% |
$19.9K - $26.3K
|
25K
$2.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-286- 8.41% |
$19.8K - $26.1K
|
3.12K
$287K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-281- 1.08% |
$19.4K - $25.6K
|
25.7K
$2.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-280- 2.67% |
$19.3K - $25.5K
|
10.2K
$940K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-279- 3.88% |
$19.3K - $25.5K
|
6.92K
$637K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-279- 5.14% |
$19.3K - $25.5K
|
5.15K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-275- 5.83% |
$19K - $25.1K
|
4.44K
$409K
|
|
|
Aug 11, 2025
Q2 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-273- 1.36% |
$18.9K - $24.9K
|
19.8K
$1.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-266- 3.77% |
$18.4K - $24.3K
|
6.79K
$625K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-264- 0.77% |
$18.2K - $24.1K
|
34K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-260- 2.22% |
$18K - $23.7K
|
11.5K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-254- 3.05% |
$17.5K - $23.2K
|
8.08K
$744K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-252- 1.14% |
$17.4K - $23K
|
21.9K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-246- 15.87% |
$17K - $22.4K
|
1.3K
$120K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-242- 5.49% |
$16.7K - $22.1K
|
4.17K
$384K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-241- 1.21% |
$16.6K - $22K
|
19.7K
$1.81M
|