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 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-58- 0.38% |
$4.01K - $5.29K
|
15.1K
$1.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-58- 1.62% |
$4.01K - $5.29K
|
3.53K
$325K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-55- 0.85% |
$3.8K - $5.02K
|
6.38K
$587K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-55- 0.17% |
$3.8K - $5.02K
|
32.2K
$2.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-54- 0.57% |
$3.73K - $4.93K
|
9.37K
$863K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-54- 0.04% |
$3.73K - $4.93K
|
145K
$13.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-53- 0.23% |
$3.66K - $4.84K
|
23.3K
$2.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-51- 0.05% |
$3.52K - $4.65K
|
102K
$9.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-50- 0.33% |
$3.45K - $4.56K
|
14.9K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-50- 1.79% |
$3.45K - $4.56K
|
2.75K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-50- 0.7% |
$3.45K - $4.56K
|
7.12K
$656K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-50- 1.36% |
$3.45K - $4.56K
|
3.63K
$334K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-50- 1.4% |
$3.45K - $4.56K
|
3.51K
$324K
|
|
|
Jul 22, 2025
Q2 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-50- 0.1% |
$3.45K - $4.56K
|
48.2K
$4.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-47- 0.65% |
$3.25K - $4.29K
|
7.19K
$662K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-46- 0.15% |
$3.18K - $4.2K
|
31K
$2.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-43- 0.99% |
$2.97K - $3.92K
|
4.28K
$394K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-42- 6.29% |
$2.9K - $3.83K
|
626
$57.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-40- 0.35% |
$2.76K - $3.65K
|
11.2K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-40- 2.35% |
$2.76K - $3.65K
|
1.66K
$153K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 4.14% |
$2.76K - $3.65K
|
927
$85.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-39- 5.04% |
$2.69K - $3.56K
|
735
$67.7K
|
|
|
Sep 05, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
SELL
|
- |
-37- 1.56% |
$2.56K - $3.38K
|
2.33K
$215K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-37- 0.59% |
$2.56K - $3.38K
|
6.24K
$575K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-35- 0.9% |
$2.42K - $3.19K
|
3.87K
$356K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-35- 0.41% |
$2.42K - $3.19K
|
8.58K
$790K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-32- 0.1% |
$2.21K - $2.92K
|
32.4K
$2.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-31- 0.21% |
$2.14K - $2.83K
|
14.8K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-31- 1.16% |
$2.14K - $2.83K
|
2.64K
$243K
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-30- 1.11% |
$2.07K - $2.74K
|
2.67K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-29- 0.7% |
$2K - $2.65K
|
4.14K
$381K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-29- 27.36% |
$2K - $2.65K
|
77
$7.09K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-28- 0.88% |
$1.93K - $2.55K
|
3.15K
$290K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-26- 1.15% |
$1.8K - $2.37K
|
2.23K
$206K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-25- 0.46% |
$1.73K - $2.28K
|
5.41K
$499K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.76% |
$1.73K - $2.28K
|
3.27K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-24- 0.09% |
$1.66K - $2.19K
|
28.2K
$2.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-23- 0.2% |
$1.59K - $2.1K
|
11.3K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-22- 0.49% |
$1.52K - $2.01K
|
4.51K
$415K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-20- 0.26% |
$1.38K - $1.82K
|
7.82K
$720K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-20- 0.37% |
$1.38K - $1.82K
|
5.46K
$502K
|
|
|
Jul 21, 2025
Q2 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-20- 0.18% |
$1.38K - $1.82K
|
11.3K
$1.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-19- 0.48% |
$1.31K - $1.73K
|
3.93K
$362K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-19- 42.22% |
$1.31K - $1.73K
|
26
$2.39K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-19- 0.41% |
$1.31K - $1.73K
|
4.63K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-18- 0.36% |
$1.24K - $1.64K
|
5K
$461K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-17- 0.03% |
$1.17K - $1.55K
|
53K
$4.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-17- 19.54% |
$1.17K - $1.55K
|
70
$6.45K
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-17- 0.03% |
$1.17K - $1.55K
|
50.7K
$4.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-16- 0.05% |
$1.1K - $1.46K
|
29.1K
$2.68M
|