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 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-122- 0.44% |
$7.55K - $8.83K
|
27.7K
$2.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-118- 25.0% |
$7.3K - $8.54K
|
354
$29.6K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-99- 1.39% |
$6.13K - $7.17K
|
7.03K
$588K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-97- 31.49% |
$6K - $7.02K
|
211
$17.6K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-96- 2.58% |
$5.94K - $6.95K
|
3.62K
$303K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-82- 1.7% |
$5.07K - $5.94K
|
4.74K
$397K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-77- 0.2% |
$4.77K - $5.57K
|
39.3K
$3.28M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-75- 61.98% |
$4.64K - $5.43K
|
46
$3.85K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-75- 1.27% |
$4.64K - $5.43K
|
5.82K
$487K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-68- 0.8% |
$4.21K - $4.92K
|
8.39K
$701K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-59- 0.84% |
$3.65K - $4.27K
|
6.98K
$583K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-57- 8.36% |
$3.53K - $4.13K
|
625
$52.3K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-52- 9.42% |
$3.22K - $3.76K
|
500
$41.8K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-43- 12.84% |
$2.66K - $3.11K
|
292
$24.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-25- 10.46% |
$1.55K - $1.81K
|
214
$17.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-24- 0.37% |
$1.49K - $1.74K
|
6.51K
$545K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-22- 0.1% |
$1.36K - $1.59K
|
22K
$1.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-20- 1.51% |
$1.24K - $1.45K
|
1.31K
$109K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-17- 0.44% |
$1.05K - $1.23K
|
3.89K
$325K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-15- 0.16% |
$928 - $1.09K
|
9.24K
$773K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-10- 0.32% |
$619 - $724
|
3.08K
$258K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-774K- 31.48% |
$38.2M - $55M
|
1.69M
$141M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-131K- 70.1% |
$6.48M - $9.32M
|
56K
$4.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-71.8K- 53.07% |
$3.54M - $5.1M
|
63.5K
$5.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-62.2K- 82.74% |
$3.07M - $4.42M
|
13K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-51.4K- 93.83% |
$2.53M - $3.65M
|
3.38K
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-36.5K- 58.57% |
$1.8M - $2.59M
|
25.8K
$2.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-21.7K- 81.84% |
$1.07M - $1.54M
|
4.82K
$403K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-14.4K- 31.46% |
$712K - $1.02M
|
31.5K
$2.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-10.3K- 37.66% |
$509K - $732K
|
17.1K
$1.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10K- 22.2% |
$493K - $710K
|
35K
$2.93M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-9.57K- 54.1% |
$472K - $679K
|
8.12K
$679K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-5K- 33.33% |
$247K - $355K
|
10K
$836K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-4.8K- 97.19% |
$237K - $341K
|
139
$11.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-4.8K- 43.19% |
$237K - $341K
|
6.31K
$528K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.18K- 9.48% |
$107K - $155K
|
20.8K
$1.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 12.55% |
$61.5K - $88.5K
|
8.69K
$727K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 56.7% |
$58K - $83.5K
|
898
$75.1K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1K- 97.85% |
$49.3K - $71K
|
22
$1.84K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-750- 1.34% |
$37K - $53.2K
|
55K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
SELL
|
- |
-710- 6.24% |
$35K - $50.4K
|
10.7K
$893K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-624- 8.5% |
$30.8K - $44.3K
|
6.72K
$562K
|
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-350- 63.64% |
$17.3K - $24.8K
|
200
$16.7K
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-340- 51.13% |
$16.8K - $24.1K
|
325
$27.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-336- 7.14% |
$16.6K - $23.8K
|
4.37K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-325- 1.35% |
$16K - $23.1K
|
23.7K
$1.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-313- 6.83% |
$15.4K - $22.2K
|
4.27K
$357K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-252- 2.38% |
$12.4K - $17.9K
|
10.3K
$865K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-246Closed |
$12.1K - $17.5K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-204- 2.58% |
$10.1K - $14.5K
|
7.7K
$644K
|
|