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 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-241- 7.36% |
$16.6K - $22K
|
3.03K
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-224- 1.73% |
$15.5K - $20.4K
|
12.7K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-220- 13.92% |
$15.2K - $20.1K
|
1.36K
$125K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-219- 8.33% |
$15.1K - $20K
|
2.41K
$222K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-216- 4.91% |
$14.9K - $19.7K
|
4.18K
$385K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-210- 9.35% |
$14.5K - $19.2K
|
2.04K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-209- 40.82% |
$14.4K - $19.1K
|
303
$27.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-206- 0.61% |
$14.2K - $18.8K
|
33.4K
$3.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-204- 2.87% |
$14.1K - $18.6K
|
6.89K
$635K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-202- 0.34% |
$14K - $18.4K
|
58.9K
$5.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-200- 4.5% |
$13.8K - $18.2K
|
4.24K
$391K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-199- 1.4% |
$13.7K - $18.2K
|
14K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-195- 2.71% |
$13.5K - $17.8K
|
7.01K
$646K
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-194- 3.3% |
$13.4K - $17.7K
|
5.68K
$523K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-192- 2.8% |
$13.3K - $17.5K
|
6.67K
$614K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-188- 5.26% |
$13K - $17.2K
|
3.39K
$312K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-188- 4.22% |
$13K - $17.2K
|
4.27K
$393K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-186- 2.39% |
$12.8K - $17K
|
7.59K
$699K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-185- 1.23% |
$12.8K - $16.9K
|
14.8K
$1.36M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-185- 4.99% |
$12.8K - $16.9K
|
3.53K
$325K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-183- 1.99% |
$12.6K - $16.7K
|
9.03K
$831K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-182- 0.37% |
$12.6K - $16.6K
|
49.4K
$4.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-180- 4.77% |
$12.4K - $16.4K
|
3.6K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-179- 0.32% |
$12.4K - $16.3K
|
55.4K
$5.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-176- 11.41% |
$12.2K - $16.1K
|
1.37K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-175- 2.41% |
$12.1K - $16K
|
7.08K
$652K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-175- 6.34% |
$12.1K - $16K
|
2.59K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-175- 1.87% |
$12.1K - $16K
|
9.21K
$848K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-173- 5.33% |
$11.9K - $15.8K
|
3.08K
$283K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-172- 1.5% |
$11.9K - $15.7K
|
11.3K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-170- 4.68% |
$11.7K - $15.5K
|
3.47K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-169- 0.98% |
$11.7K - $15.4K
|
17.1K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-167- 34.29% |
$11.5K - $15.2K
|
320
$29.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-165- 2.47% |
$11.4K - $15.1K
|
6.51K
$600K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-165- 58.3% |
$11.4K - $15.1K
|
118
$10.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-158- 0.33% |
$10.9K - $14.4K
|
47.9K
$4.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-153- 2.08% |
$10.6K - $14K
|
7.2K
$663K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-152- 5.71% |
$10.5K - $13.9K
|
2.51K
$231K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-146- 11.53% |
$10.1K - $13.3K
|
1.12K
$103K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-145- 2.37% |
$10K - $13.2K
|
5.96K
$549K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-145- 1.58% |
$10K - $13.2K
|
9.01K
$830K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-144- 4.83% |
$9.94K - $13.1K
|
2.84K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-143- 0.23% |
$9.88K - $13K
|
62.2K
$5.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-143- 0.47% |
$9.88K - $13K
|
30.6K
$2.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-142- 1.25% |
$9.81K - $13K
|
11.2K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-141- 1.07% |
$9.74K - $12.9K
|
13K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-138- 34.94% |
$9.53K - $12.6K
|
257
$23.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-136- 4.49% |
$9.39K - $12.4K
|
2.89K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-134- 1.67% |
$9.25K - $12.2K
|
7.9K
$727K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-125- 10.18% |
$8.63K - $11.4K
|
1.1K
$102K
|