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 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-16- 3.95% |
$1.1K - $1.46K
|
389
$35.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 1.3% |
$1.04K - $1.37K
|
1.14K
$105K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-14- 0.27% |
$967 - $1.28K
|
5.21K
$480K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-14- 0.08% |
$967 - $1.28K
|
17.1K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-13- 26.0% |
$898 - $1.19K
|
37
$3.41K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-12- 0.17% |
$829 - $1.09K
|
7.11K
$655K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-12- 0.25% |
$829 - $1.09K
|
4.81K
$443K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-11- 0.1% |
$760 - $1K
|
10.7K
$982K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 0.14% |
$760 - $1K
|
7.6K
$700K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 1.02% |
$760 - $1K
|
1.07K
$98.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-11- 0.2% |
$760 - $1K
|
5.63K
$518K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-10- 0.1% |
$691 - $912
|
10.3K
$945K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8- 0.3% |
$552 - $730
|
2.62K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-8- 0.24% |
$552 - $730
|
3.34K
$308K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-7- 0.2% |
$483 - $639
|
3.46K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-6- 17.65% |
$414 - $547
|
28
$2.58K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-6- 0.19% |
$414 - $547
|
3.11K
$286K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 0.14% |
$414 - $547
|
4.27K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-6- 2.64% |
$414 - $547
|
221
$20.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-5- 0.11% |
$345 - $456
|
4.64K
$427K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-4- 1.13% |
$276 - $365
|
350
$32.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3- 0.04% |
$207 - $274
|
6.92K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3- 0.04% |
$207 - $274
|
7.24K
$667K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2- 0.23% |
$138 - $182
|
866
$79.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.02% |
$138 - $182
|
12.8K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
SELL
|
- |
-1- 0.04% |
$69.1 - $91.2
|
2.73K
$252K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-441K- 7.71% |
$31.4M - $36.9M
|
5.29M
$487M
|
|
|
May 14, 2025
Q1 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-389K- 2.14% |
$27.7M - $32.5M
|
17.7M
$1.63B
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-265K- 89.2% |
$18.9M - $22.1M
|
32.1K
$2.95M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-132K- 55.48% |
$9.4M - $11M
|
106K
$9.75M
|
|
|
May 13, 2025
Q1 2025
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-120K- 6.01% |
$8.51M - $10M
|
1.87M
$172M
|
|
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-115K- 1.21% |
$8.16M - $9.58M
|
9.36M
$862M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-108K- 72.78% |
$7.69M - $9.03M
|
40.4K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-72K- 55.1% |
$5.13M - $6.03M
|
58.7K
$5.41M
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-67.7K- 35.46% |
$4.82M - $5.66M
|
123K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-59.3K- 59.9% |
$4.22M - $4.96M
|
39.7K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-58.1K- 58.86% |
$4.14M - $4.86M
|
40.6K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-48.1K- 56.52% |
$3.43M - $4.02M
|
37K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-40.9K- 21.27% |
$2.91M - $3.42M
|
151K
$13.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-20.7K- 3.87% |
$1.47M - $1.73M
|
513K
$47.3M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-16.5K- 98.72% |
$1.18M - $1.38M
|
214
$19.7K
|
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-14.2K- 47.47% |
$1.01M - $1.18M
|
15.7K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-13.3K- 80.04% |
$950K - $1.12M
|
3.33K
$306K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-10.7K- 66.16% |
$765K - $898K
|
5.49K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-10.6K- 1.76% |
$755K - $887K
|
593K
$54.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-8.82K- 3.24% |
$628K - $738K
|
263K
$24.2M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-8.23K- 41.56% |
$586K - $689K
|
11.6K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-7.96K- 15.07% |
$567K - $666K
|
44.9K
$4.13M
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-7.75K- 68.62% |
$552K - $648K
|
3.55K
$326K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-7.49K- 19.79% |
$533K - $626K
|
30.3K
$2.79M
|
|