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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.32K- 7.73% |
$81.6K - $101K
|
15.8K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.27K- 22.81% |
$78.2K - $96.4K
|
4.29K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-1.25K- 20.0% |
$77.2K - $95.1K
|
5K
$418K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.25K- 60.64% |
$77.1K - $94.9K
|
810
$67.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 24.65% |
$75.8K - $93.4K
|
3.75K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.2K- 5.22% |
$73.8K - $91K
|
21.7K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.19K- 13.99% |
$73.2K - $90.2K
|
7.29K
$610K
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.17K- 3.69% |
$72.4K - $89.2K
|
30.6K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.15K- 16.53% |
$71K - $87.5K
|
5.81K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.15K- 6.47% |
$70.7K - $87.1K
|
16.5K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-1.1K- 52.38% |
$67.9K - $83.7K
|
1K
$83.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.09K- 4.89% |
$67.4K - $83K
|
21.2K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-1.08K- 6.84% |
$66.4K - $81.8K
|
14.6K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.07K- 10.09% |
$66.2K - $81.6K
|
9.56K
$800K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.06K- 15.93% |
$65.1K - $80.3K
|
5.57K
$466K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.05K- 5.92% |
$64.8K - $79.9K
|
16.7K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.05K- 21.0% |
$64.5K - $79.5K
|
3.93K
$329K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.04K- 98.39% |
$64.1K - $79K
|
17
$1.42K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.01K- 0.67% |
$62.2K - $76.7K
|
150K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-997- 6.74% |
$61.6K - $75.9K
|
13.8K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-994- 2.64% |
$61.4K - $75.6K
|
36.6K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-986- 1.98% |
$60.9K - $75K
|
48.8K
$4.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-974- 4.92% |
$60.1K - $74.1K
|
18.8K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-964- 19.67% |
$59.5K - $73.3K
|
3.94K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-950- 4.37% |
$58.7K - $72.3K
|
20.8K
$1.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-943- 1.33% |
$58.2K - $71.7K
|
69.9K
$5.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-920- 3.33% |
$56.8K - $70K
|
26.7K
$2.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-912- 6.75% |
$56.3K - $69.4K
|
12.6K
$1.05M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-907- 9.18% |
$56K - $69K
|
8.97K
$751K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-855- 17.99% |
$52.8K - $65K
|
3.9K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-797- 3.82% |
$49.2K - $60.6K
|
20.1K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-769- 1.5% |
$47.5K - $58.5K
|
50.5K
$4.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-747- 6.06% |
$46.1K - $56.8K
|
11.6K
$969K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-728- 7.01% |
$44.9K - $55.4K
|
9.66K
$808K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-714- 7.28% |
$44.1K - $54.3K
|
9.09K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-694- 9.46% |
$42.8K - $52.8K
|
6.65K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-655- 1.54% |
$40.4K - $49.8K
|
41.8K
$3.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-638- 8.58% |
$39.4K - $48.5K
|
6.8K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-637- 2.36% |
$39.3K - $48.5K
|
26.4K
$2.2M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-608- 2.5% |
$37.5K - $46.3K
|
23.8K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 13.78% |
$37K - $45.6K
|
3.75K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-584- 15.55% |
$36.1K - $44.4K
|
3.17K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-579- 3.69% |
$35.7K - $44.1K
|
15.1K
$1.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-569- 9.73% |
$35.1K - $43.3K
|
5.28K
$442K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-540- 11.69% |
$33.3K - $41.1K
|
4.08K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-531- 0.3% |
$32.8K - $40.4K
|
175K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-525- 1.23% |
$32.4K - $39.9K
|
42.3K
$3.54M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-523- 0.8% |
$32.3K - $39.8K
|
64.9K
$5.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-501- 6.26% |
$30.9K - $38.1K
|
7.5K
$627K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-498- 0.3% |
$30.7K - $37.9K
|
168K
$14M
|