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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.94K- 3.69% |
$243K - $299K
|
103K
$8.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-3.92K- 21.8% |
$242K - $298K
|
14.1K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.79K- 5.9% |
$234K - $288K
|
60.5K
$5.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.75K- 7.24% |
$231K - $285K
|
48K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.73K- 94.14% |
$230K - $284K
|
232
$19.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.59K- 39.41% |
$221K - $273K
|
5.51K
$461K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-3.5K- 34.48% |
$216K - $266K
|
6.65K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-3.37K- 10.27% |
$208K - $256K
|
29.4K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.33K- 3.68% |
$206K - $253K
|
87.3K
$7.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.22K- 3.75% |
$199K - $245K
|
82.6K
$6.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.13K- 7.29% |
$193K - $238K
|
39.8K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.08K- 0.79% |
$190K - $234K
|
387K
$32.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.06K- 7.51% |
$189K - $233K
|
37.7K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.9K- 6.29% |
$179K - $221K
|
43.3K
$3.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.88K- 1.35% |
$178K - $219K
|
210K
$17.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.87K- 11.92% |
$177K - $218K
|
21.2K
$1.77M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.8KClosed |
$173K - $213K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.77K- 5.58% |
$171K - $210K
|
46.8K
$3.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.71K- 0.83% |
$168K - $206K
|
325K
$27.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.67K- 1.5% |
$165K - $203K
|
176K
$14.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.64K- 44.95% |
$163K - $201K
|
3.23K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-2.55K- 3.11% |
$157K - $194K
|
79.2K
$6.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.52K- 9.14% |
$155K - $192K
|
25K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.46K- 7.35% |
$152K - $187K
|
31K
$2.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.42K- 8.77% |
$150K - $184K
|
25.2K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-2.35K- 3.19% |
$145K - $179K
|
71.4K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.35K- 2.31% |
$145K - $179K
|
99.2K
$8.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.31K- 18.9% |
$143K - $176K
|
9.91K
$829K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.31K- 31.13% |
$142K - $176K
|
5.11K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.3K- 2.83% |
$142K - $175K
|
79K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-2.3K- 15.24% |
$142K - $175K
|
12.8K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 8.72% |
$141K - $174K
|
23.9K
$2M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-2.27K- 47.88% |
$140K - $173K
|
2.47K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-2.24K- 20.57% |
$138K - $170K
|
8.63K
$722K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.16K- 24.93% |
$133K - $164K
|
6.49K
$543K
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-1.98K- 33.36% |
$122K - $151K
|
3.96K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.97K- 7.91% |
$122K - $150K
|
22.9K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.96K- 22.28% |
$121K - $149K
|
6.82K
$571K
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.94K- 3.24% |
$119K - $147K
|
57.7K
$4.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.75K- 2.78% |
$108K - $133K
|
61K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.72K- 10.81% |
$106K - $130K
|
14.1K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
PUT |
-1.5K- 9.09% |
$92.6K - $114K
|
15K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.49K- 10.71% |
$92K - $113K
|
12.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.45K- 5.82% |
$89.8K - $111K
|
23.5K
$1.97M
|
|
|
Jan 27, 2025
Q3 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.42K- 0.97% |
$87.9K - $108K
|
145K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.42K- 2.59% |
$87.5K - $108K
|
53.3K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.41K- 3.54% |
$87K - $107K
|
38.4K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.41K- 16.9% |
$86.9K - $107K
|
6.92K
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.35K- 3.37% |
$83.4K - $103K
|
38.8K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 21.42% |
$83.3K - $103K
|
4.95K
$414K
|