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 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-122- 0.63% |
$8.43K - $11.1K
|
19.2K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-121- 2.72% |
$8.36K - $11K
|
4.33K
$399K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-118- 1.39% |
$8.15K - $10.8K
|
8.4K
$773K
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-117- 1.29% |
$8.08K - $10.7K
|
8.96K
$825K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-116- 18.83% |
$8.01K - $10.6K
|
500
$46.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-114- 0.7% |
$7.87K - $10.4K
|
16.1K
$1.48M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-113- 1.86% |
$7.8K - $10.3K
|
5.96K
$549K
|
|
|
Aug 04, 2025
Q2 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-112- 2.64% |
$7.73K - $10.2K
|
4.13K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-111- 0.66% |
$7.67K - $10.1K
|
16.7K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-110- 0.43% |
$7.6K - $10K
|
25.3K
$2.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-106- 1.35% |
$7.32K - $9.67K
|
7.73K
$712K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-101- 1.57% |
$6.98K - $9.22K
|
6.33K
$583K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-101- 2.55% |
$6.98K - $9.22K
|
3.86K
$356K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-101- 0.25% |
$6.98K - $9.22K
|
40K
$3.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-100- 2.63% |
$6.91K - $9.12K
|
3.7K
$341K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-99- 4.37% |
$6.84K - $9.03K
|
2.17K
$200K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-99- 1.68% |
$6.84K - $9.03K
|
5.8K
$534K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-98- 1.5% |
$6.77K - $8.94K
|
6.45K
$594K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-96- 1.36% |
$6.63K - $8.76K
|
6.95K
$640K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-95- 1.37% |
$6.56K - $8.67K
|
6.84K
$630K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-94- 3.72% |
$6.49K - $8.58K
|
2.43K
$224K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-93- 68.38% |
$6.42K - $8.49K
|
43
$3.96K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-92- 0.15% |
$6.35K - $8.39K
|
61.6K
$5.67M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-90- 1.03% |
$6.22K - $8.21K
|
8.69K
$800K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-89- 3.3% |
$6.15K - $8.12K
|
2.61K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-87- 7.0% |
$6.01K - $7.94K
|
1.16K
$106K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-87- 1.51% |
$6.01K - $7.94K
|
5.68K
$523K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-86- 2.66% |
$5.94K - $7.85K
|
3.14K
$289K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-85- 0.57% |
$5.87K - $7.76K
|
14.7K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-84- 0.4% |
$5.8K - $7.66K
|
20.9K
$1.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-83- 0.57% |
$5.73K - $7.57K
|
14.6K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-82- 0.12% |
$5.66K - $7.48K
|
67.7K
$6.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-81- 1.34% |
$5.59K - $7.39K
|
5.96K
$549K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-80- 0.46% |
$5.52K - $7.3K
|
17.2K
$1.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-80- 24.39% |
$5.52K - $7.3K
|
248
$22.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-76- 41.53% |
$5.25K - $6.93K
|
107
$9.85K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-75- 0.26% |
$5.18K - $6.84K
|
28.6K
$2.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-75- 1.9% |
$5.18K - $6.84K
|
3.88K
$357K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-74- 22.98% |
$5.11K - $6.75K
|
248
$22.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-72- 2.12% |
$4.97K - $6.57K
|
3.33K
$306K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-72- 2.0% |
$4.97K - $6.57K
|
3.53K
$325K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-71- 15.74% |
$4.9K - $6.48K
|
380
$35K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-69- 0.77% |
$4.77K - $6.3K
|
8.87K
$817K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-68- 0.46% |
$4.7K - $6.2K
|
14.9K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-66- 16.18% |
$4.56K - $6.02K
|
342
$31.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-65- 2.35% |
$4.49K - $5.93K
|
2.7K
$248K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-61- 2.0% |
$4.21K - $5.57K
|
3K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-60- 3.77% |
$4.14K - $5.47K
|
1.53K
$141K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-60- 0.57% |
$4.14K - $5.47K
|
10.5K
$965K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-58- 3.22% |
$4.01K - $5.29K
|
1.74K
$160K
|