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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-8.14K- 23.98% |
$515K - $675K
|
25.8K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-7.92K- 1.37% |
$502K - $657K
|
570K
$47.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.73K- 58.11% |
$489K - $640K
|
5.57K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.64K- 1.98% |
$484K - $633K
|
378K
$31.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.52K- 1.13% |
$476K - $623K
|
659K
$55.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-7.5K- 94.33% |
$475K - $621K
|
451
$37.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-7.4K- 47.11% |
$469K - $613K
|
8.31K
$695K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.39K- 6.79% |
$468K - $612K
|
101K
$8.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-7.37K- 39.84% |
$467K - $611K
|
11.1K
$931K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.33K- 8.97% |
$464K - $607K
|
74.4K
$6.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7.07K- 38.31% |
$448K - $586K
|
11.4K
$953K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.02K- 2.38% |
$445K - $582K
|
288K
$24.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-7K- 39.79% |
$443K - $580K
|
10.6K
$886K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-6.9K- 11.18% |
$437K - $572K
|
54.8K
$4.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.54K- 3.28% |
$414K - $542K
|
192K
$16.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-6.4K- 30.08% |
$405K - $531K
|
14.9K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.39K- 22.39% |
$404K - $529K
|
22.1K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-6.24K- 9.45% |
$395K - $517K
|
59.8K
$5M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-6.19K- 11.22% |
$392K - $512K
|
48.9K
$4.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.17K- 43.26% |
$390K - $511K
|
8.09K
$676K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-6.15K- 5.86% |
$389K - $510K
|
98.8K
$8.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.05K- 3.53% |
$383K - $501K
|
165K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.89K- 10.03% |
$373K - $488K
|
52.8K
$4.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5.73K- 86.82% |
$363K - $475K
|
870
$72.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-5.45K- 5.81% |
$345K - $451K
|
88.4K
$7.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-5.36K- 9.62% |
$339K - $444K
|
50.3K
$4.21M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-5.07K- 20.66% |
$321K - $420K
|
19.5K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-5.06K- 30.72% |
$320K - $419K
|
11.4K
$954K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-5.03K- 2.91% |
$318K - $416K
|
168K
$14M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.87K- 2.65% |
$308K - $404K
|
179K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-4.78K- 4.46% |
$303K - $396K
|
102K
$8.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-4.71K- 47.54% |
$298K - $390K
|
5.2K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.45K- 2.68% |
$282K - $369K
|
161K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-4.29K- 14.09% |
$272K - $356K
|
26.2K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.98K- 1.93% |
$252K - $330K
|
203K
$17M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-3.85K- 27.97% |
$244K - $319K
|
9.91K
$829K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.76K- 38.3% |
$238K - $311K
|
6.06K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.7K- 4.4% |
$234K - $307K
|
80.4K
$6.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-3.61K- 22.25% |
$229K - $299K
|
12.6K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-3.36K- 2.62% |
$213K - $279K
|
125K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-3.36K- 6.12% |
$213K - $278K
|
51.5K
$4.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-3.32K- 2.55% |
$210K - $275K
|
127K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-3.27K- 11.45% |
$207K - $271K
|
25.3K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.22K- 11.69% |
$204K - $267K
|
24.3K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-3.21K- 1.22% |
$203K - $266K
|
259K
$21.7M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.18K- 1.83% |
$201K - $263K
|
170K
$14.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.17K- 1.42% |
$201K - $263K
|
220K
$18.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.15K- 21.28% |
$200K - $261K
|
11.7K
$976K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.14K- 7.1% |
$199K - $260K
|
41.1K
$3.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.1K- 6.91% |
$196K - $257K
|
41.8K
$3.5M
|