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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-47.9K- 23.71% |
$2.96M - $3.65M
|
154K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
SELL
|
PUT |
-40.5K- 35.9% |
$2.5M - $3.08M
|
72.3K
$6.66M
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-13.7K- 53.52% |
$846K - $1.04M
|
11.9K
$1.1M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-6.74KClosed |
$416K - $513K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.54K- 49.4% |
$404K - $497K
|
6.7K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Fosun International LTD
|
SELL
|
- |
-6.15K- 29.09% |
$379K - $468K
|
15K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.08K- 48.32% |
$375K - $462K
|
6.5K
$598K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-5.03K- 87.83% |
$310K - $382K
|
696
$64.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-4.79K- 25.92% |
$296K - $365K
|
13.7K
$1.26M
|
|
|
Feb 10, 2025
Q3 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-4.05K- 23.83% |
$250K - $308K
|
12.9K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-3.96K- 16.61% |
$244K - $301K
|
19.9K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.52K- 9.14% |
$155K - $192K
|
25K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-2.3K- 15.24% |
$142K - $175K
|
12.8K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.16K- 24.93% |
$133K - $164K
|
6.49K
$598K
|
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-1.98K- 33.36% |
$122K - $151K
|
3.96K
$365K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
PUT |
-1.5K- 9.09% |
$92.6K - $114K
|
15K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.45K- 5.82% |
$89.8K - $111K
|
23.5K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.27K- 22.81% |
$78.2K - $96.4K
|
4.29K
$395K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.25K- 60.64% |
$77.1K - $94.9K
|
810
$74.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.15K- 16.53% |
$71K - $87.5K
|
5.81K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
PUT |
-1.1K- 52.38% |
$67.9K - $83.7K
|
1K
$92.1K
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.05K- 21.0% |
$64.5K - $79.5K
|
3.93K
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-964- 19.67% |
$59.5K - $73.3K
|
3.94K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-747- 6.06% |
$46.1K - $56.8K
|
11.6K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-728- 7.01% |
$44.9K - $55.4K
|
9.66K
$890K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-370- 8.37% |
$22.8K - $28.1K
|
4.05K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-285- 30.32% |
$17.6K - $21.7K
|
655
$60.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-219- 6.97% |
$13.5K - $16.7K
|
2.92K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-206- 80.47% |
$12.7K - $15.7K
|
50
$4.61K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-185- 1.69% |
$11.4K - $14.1K
|
10.7K
$989K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-160- 2.38% |
$9.88K - $12.2K
|
6.56K
$604K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-145- 3.48% |
$8.95K - $11K
|
4.03K
$371K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-138- 16.37% |
$8.52K - $10.5K
|
705
$64.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-132- 1.3% |
$8.15K - $10K
|
10K
$921K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-106- 13.86% |
$6.54K - $8.06K
|
659
$60.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-101- 2.72% |
$6.24K - $7.68K
|
3.62K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-95- 53.37% |
$5.87K - $7.23K
|
83
$7.64K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-90- 0.61% |
$5.56K - $6.85K
|
14.6K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-74- 4.66% |
$4.57K - $5.63K
|
1.51K
$139K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-50- 7.69% |
$3.09K - $3.8K
|
600
$55.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-44- 91.67% |
$2.72K - $3.35K
|
4
$368
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-40- 50.0% |
$2.47K - $3.04K
|
40
$3.68K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-33- 0.2% |
$2.04K - $2.51K
|
16.7K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-19- 1.43% |
$1.17K - $1.45K
|
1.31K
$121K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-19- 0.51% |
$1.17K - $1.45K
|
3.69K
$340K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.6% |
$123 - $152
|
331
$30.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2- 0.05% |
$123 - $152
|
3.69K
$340K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-446K- 25.85% |
$31.3M - $35.2M
|
1.28M
$118M
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-404K- 54.72% |
$28.3M - $31.9M
|
335K
$30.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-219K- 82.32% |
$15.3M - $17.3M
|
47K
$4.32M
|
|