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 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.58K- 18.1% |
$110K - $124K
|
7.13K
$596K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1.42K- 73.92% |
$99.7K - $112K
|
502
$42K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.36K- 3.77% |
$95.2K - $107K
|
34.7K
$2.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.26K- 23.54% |
$88.5K - $99.7K
|
4.11K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.25K- 4.92% |
$87.8K - $98.9K
|
24.2K
$2.03M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.25K- 41.15% |
$87.5K - $98.6K
|
1.79K
$150K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-1.23K- 2.67% |
$86.1K - $97K
|
44.8K
$3.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-962- 11.74% |
$67.4K - $75.9K
|
7.23K
$605K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-619- 2.62% |
$43.3K - $48.8K
|
23K
$1.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-550- 23.06% |
$38.5K - $43.4K
|
1.84K
$153K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-500- 92.76% |
$35K - $39.5K
|
39
$3.26K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-482- 1.09% |
$33.8K - $38K
|
43.8K
$3.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-423- 9.38% |
$29.6K - $33.4K
|
4.09K
$342K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-400- 6.11% |
$28K - $31.6K
|
6.14K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-361- 10.2% |
$25.3K - $28.5K
|
3.18K
$266K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-351- 10.44% |
$24.6K - $27.7K
|
3.01K
$252K
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-345- 37.3% |
$24.2K - $27.2K
|
580
$48.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-335- 6.8% |
$23.5K - $26.4K
|
4.6K
$384K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-329- 17.1% |
$23K - $26K
|
1.6K
$133K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-321- 9.03% |
$22.5K - $25.3K
|
3.23K
$270K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-311- 5.23% |
$21.8K - $24.5K
|
5.63K
$471K
|
|
|
Jul 18, 2024
Q2 2024
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-276- 0.92% |
$19.3K - $21.8K
|
29.8K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-260- 94.89% |
$18.2K - $20.5K
|
14
$1.17K
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-250- 3.52% |
$17.5K - $19.7K
|
6.85K
$573K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-215- 99.08% |
$15.1K - $17K
|
2
$167
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-205- 6.81% |
$14.4K - $16.2K
|
2.8K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-195- 0.69% |
$13.7K - $15.4K
|
28K
$2.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-162- 4.55% |
$11.3K - $12.8K
|
3.4K
$284K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-152- 2.41% |
$10.6K - $12K
|
6.16K
$515K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-150- 0.54% |
$10.5K - $11.8K
|
27.6K
$2.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-141- 60.78% |
$9.87K - $11.1K
|
91
$7.61K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-133- 56.6% |
$9.31K - $10.5K
|
102
$8.53K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-126- 57.27% |
$8.82K - $9.94K
|
94
$7.86K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-118- 7.69% |
$8.26K - $9.31K
|
1.42K
$119K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-118- 72.39% |
$8.26K - $9.31K
|
45
$3.76K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-99- 0.04% |
$6.93K - $7.81K
|
251K
$21M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-95- 1.86% |
$6.65K - $7.5K
|
5.01K
$419K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-74- 12.69% |
$5.18K - $5.84K
|
509
$42.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-70- 16.59% |
$4.9K - $5.52K
|
352
$29.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-68- 30.09% |
$4.76K - $5.37K
|
158
$13.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-62- 0.89% |
$4.34K - $4.89K
|
6.88K
$576K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-49- 2.99% |
$3.43K - $3.87K
|
1.59K
$133K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-48- 0.41% |
$3.36K - $3.79K
|
11.7K
$975K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-30- 23.08% |
$2.1K - $2.37K
|
100
$8.36K
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-21- 0.12% |
$1.47K - $1.66K
|
17K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-14- 8.0% |
$980 - $1.1K
|
161
$13.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-9- 2.03% |
$630 - $710
|
434
$36.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-8- 4.62% |
$560 - $631
|
165
$13.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 0.28% |
$350 - $395
|
1.81K
$151K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-4- 0.13% |
$280 - $316
|
3.08K
$258K
|