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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-6.07K- 1.03% |
$432K - $507K
|
582K
$53.6M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-5.24K- 3.7% |
$373K - $438K
|
136K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-4.4K- 11.17% |
$313K - $368K
|
35K
$3.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4.01K- 78.11% |
$286K - $335K
|
1.12K
$103K
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-3.95K- 43.33% |
$281K - $330K
|
5.17K
$476K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.73K- 54.45% |
$266K - $312K
|
3.12K
$287K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.57K- 39.87% |
$254K - $299K
|
5.39K
$496K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.36K- 30.35% |
$239K - $281K
|
7.7K
$709K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.01K- 29.16% |
$214K - $251K
|
7.3K
$672K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.85K- 36.54% |
$203K - $238K
|
4.95K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.66K- 2.99% |
$190K - $223K
|
86.4K
$7.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-2.56K- 36.83% |
$182K - $214K
|
4.38K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.48K- 3.78% |
$176K - $207K
|
63K
$5.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-2.26K- 90.34% |
$161K - $189K
|
242
$22.3K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-1.92K- 5.77% |
$137K - $161K
|
31.4K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.71K- 1.31% |
$122K - $143K
|
129K
$11.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-1.66K- 3.05% |
$118K - $139K
|
52.9K
$4.87M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.51K- 30.17% |
$108K - $126K
|
3.5K
$322K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.5K- 49.28% |
$107K - $125K
|
1.54K
$142K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.5K- 7.25% |
$107K - $125K
|
19.2K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.3K- 1.06% |
$92.3K - $108K
|
121K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.27K- 9.41% |
$90.5K - $106K
|
12.2K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-1.21K- 6.56% |
$86.3K - $101K
|
17.2K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 17.77% |
$79.1K - $92.8K
|
5.14K
$473K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-1.09K- 71.38% |
$77.7K - $91.2K
|
437
$40.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.08K- 12.32% |
$76.6K - $89.9K
|
7.65K
$705K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1K- 62.89% |
$71.2K - $83.6K
|
590
$54.3K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1K- 35.03% |
$71.2K - $83.6K
|
1.86K
$171K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-982- 5.66% |
$70K - $82.1K
|
16.4K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-944- 25.77% |
$67.3K - $79K
|
2.72K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-869- 97.2% |
$61.9K - $72.7K
|
25
$2.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-860- 7.48% |
$61.3K - $71.9K
|
10.6K
$980K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-757- 8.53% |
$53.9K - $63.3K
|
8.11K
$747K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
CALL |
-700- 70.0% |
$49.9K - $58.5K
|
300
$27.6K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-533- 87.38% |
$38K - $44.6K
|
77
$7.09K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-500- 5.97% |
$35.6K - $41.8K
|
7.88K
$725K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-470- 12.99% |
$33.5K - $39.3K
|
3.15K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-459- 11.31% |
$32.7K - $38.4K
|
3.6K
$332K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-450- 7.32% |
$32.1K - $37.6K
|
5.69K
$524K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-450- 3.36% |
$32.1K - $37.6K
|
12.9K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-447- 14.37% |
$31.8K - $37.4K
|
2.66K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-400- 22.33% |
$28.5K - $33.5K
|
1.39K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-379- 3.53% |
$27K - $31.7K
|
10.3K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-352- 9.07% |
$25.1K - $29.4K
|
3.53K
$325K
|
|
|
Aug 25, 2025
Q1 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-350- 2.73% |
$24.9K - $29.3K
|
12.5K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
SELL
|
- |
-329- 6.65% |
$23.4K - $27.5K
|
4.62K
$426K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-323- 9.8% |
$23K - $27K
|
2.97K
$274K
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-300- 2.03% |
$21.4K - $25.1K
|
14.5K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-300- 0.35% |
$21.4K - $25.1K
|
84.6K
$7.79M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-274- 2.57% |
$19.5K - $22.9K
|
10.4K
$957K
|