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 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-263- 5.79% |
$16.2K - $20K
|
4.28K
$356K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-260- 14.11% |
$16.1K - $19.8K
|
1.58K
$132K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-250- 3.34% |
$15.4K - $19K
|
7.23K
$601K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-242- 3.29% |
$14.9K - $18.4K
|
7.11K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-237- 0.96% |
$14.6K - $18K
|
24.5K
$2.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-233- 3.47% |
$14.4K - $17.7K
|
6.48K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-229- 3.33% |
$14.1K - $17.4K
|
6.65K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-219- 6.97% |
$13.5K - $16.7K
|
2.92K
$243K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-216- 1.44% |
$13.3K - $16.4K
|
14.8K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-213- 4.04% |
$13.2K - $16.2K
|
5.06K
$421K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-206- 80.47% |
$12.7K - $15.7K
|
50
$4.16K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-199- 1.6% |
$12.3K - $15.1K
|
12.2K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-196- 0.25% |
$12.1K - $14.9K
|
77.4K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-196- 5.14% |
$12.1K - $14.9K
|
3.62K
$301K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-185- 1.69% |
$11.4K - $14.1K
|
10.7K
$893K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-172- 2.18% |
$10.6K - $13.1K
|
7.73K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-167- 4.83% |
$10.3K - $12.7K
|
3.29K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-165- 4.04% |
$10.2K - $12.6K
|
3.92K
$326K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-160- 2.38% |
$9.88K - $12.2K
|
6.56K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-157- 1.29% |
$9.69K - $11.9K
|
12K
$999K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-152- 0.63% |
$9.38K - $11.6K
|
24K
$1.99M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-148- 0.85% |
$9.14K - $11.3K
|
17.3K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-147- 0.16% |
$9.08K - $11.2K
|
92.7K
$7.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-145- 3.48% |
$8.95K - $11K
|
4.03K
$335K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-138- 16.37% |
$8.52K - $10.5K
|
705
$58.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-137- 2.58% |
$8.46K - $10.4K
|
5.16K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-137- 1.72% |
$8.46K - $10.4K
|
7.85K
$653K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-132- 1.3% |
$8.15K - $10K
|
10K
$832K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-119- 5.0% |
$7.35K - $9.05K
|
2.26K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-116- 0.15% |
$7.16K - $8.83K
|
77.1K
$6.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-112- 1.19% |
$6.91K - $8.52K
|
9.3K
$774K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-106- 13.86% |
$6.54K - $8.06K
|
659
$54.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-104- 6.67% |
$6.42K - $7.91K
|
1.46K
$121K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-101- 2.72% |
$6.24K - $7.68K
|
3.62K
$301K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 58.48% |
$6.17K - $7.61K
|
71
$5.91K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-99- 2.18% |
$6.11K - $7.53K
|
4.44K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-95- 53.37% |
$5.87K - $7.23K
|
83
$6.91K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-90- 10.27% |
$5.56K - $6.85K
|
786
$65.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-90- 0.61% |
$5.56K - $6.85K
|
14.6K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-88- 0.91% |
$5.43K - $6.7K
|
9.6K
$799K
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-83- 0.69% |
$5.12K - $6.31K
|
12K
$996K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-82- 2.45% |
$5.06K - $6.24K
|
3.27K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-81- 2.1% |
$5K - $6.16K
|
3.78K
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-74- 4.66% |
$4.57K - $5.63K
|
1.51K
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-57- 17.48% |
$3.52K - $4.34K
|
269
$22.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-52- 0.47% |
$3.21K - $3.96K
|
10.9K
$908K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-50- 7.69% |
$3.09K - $3.8K
|
600
$49.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-44- 91.67% |
$2.72K - $3.35K
|
4
$333
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-43- 9.77% |
$2.65K - $3.27K
|
397
$33K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-43- 1.27% |
$2.65K - $3.27K
|
3.36K
$279K
|