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 21, 2025
Q2 2024
|
Red Jay Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-115KClosed |
$8.05M - $9.07M
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-93.7K- 84.03% |
$6.56M - $7.39M
|
17.8K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
CALL |
-26.3K- 99.62% |
$1.84M - $2.08M
|
100
$9.21K
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-21.6K- 45.98% |
$1.52M - $1.71M
|
25.4K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-19.2K- 72.11% |
$1.34M - $1.51M
|
7.41K
$682K
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-13.8K- 80.11% |
$963K - $1.09M
|
3.42K
$315K
|
|
|
Jul 22, 2024
Q2 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-10.1K- 6.1% |
$707K - $797K
|
155K
$14.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-9.36K- 4.15% |
$655K - $738K
|
216K
$19.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.68K- 60.42% |
$468K - $527K
|
4.38K
$403K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.18K- 41.41% |
$433K - $487K
|
8.74K
$805K
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-6K- 50.0% |
$420K - $473K
|
6K
$553K
|
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-5.67K- 5.75% |
$397K - $447K
|
92.9K
$8.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-4.84K- 9.33% |
$339K - $382K
|
47K
$4.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Soapstone Management L.P.
Chevy Chase, MD |
SELL
|
- |
-3.75K- 15.0% |
$263K - $296K
|
21.3K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.5K- 27.62% |
$245K - $276K
|
9.16K
$844K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.07K- 4.01% |
$215K - $242K
|
73.5K
$6.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-3.06K- 14.01% |
$214K - $241K
|
18.8K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.72K- 23.75% |
$190K - $214K
|
8.73K
$804K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.52K- 43.67% |
$177K - $199K
|
3.25K
$300K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.6K- 33.4% |
$112K - $127K
|
3.2K
$295K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.58K- 18.1% |
$110K - $124K
|
7.13K
$657K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.38K- 19.07% |
$96.5K - $109K
|
5.85K
$539K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.36K- 3.77% |
$95.2K - $107K
|
34.7K
$3.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.25K- 4.92% |
$87.8K - $98.9K
|
24.2K
$2.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-1.23K- 2.67% |
$86.1K - $97K
|
44.8K
$4.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-619- 2.62% |
$43.3K - $48.8K
|
23K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-500- 92.76% |
$35K - $39.5K
|
39
$3.59K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-482- 1.09% |
$33.8K - $38K
|
43.8K
$4.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-361- 10.2% |
$25.3K - $28.5K
|
3.18K
$293K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-335- 6.8% |
$23.5K - $26.4K
|
4.6K
$423K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-321- 9.03% |
$22.5K - $25.3K
|
3.23K
$298K
|
|
|
Aug 15, 2025
Q2 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-237Closed |
$16.6K - $18.7K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-195- 0.69% |
$13.7K - $15.4K
|
28K
$2.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-162- 4.55% |
$11.3K - $12.8K
|
3.4K
$313K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-152- 2.41% |
$10.6K - $12K
|
6.16K
$567K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-141- 60.78% |
$9.87K - $11.1K
|
91
$8.38K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-133- 56.6% |
$9.31K - $10.5K
|
102
$9.39K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-126- 57.27% |
$8.82K - $9.94K
|
94
$8.66K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-99- 0.04% |
$6.93K - $7.81K
|
251K
$23.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-74- 12.69% |
$5.18K - $5.84K
|
509
$46.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-70- 16.59% |
$4.9K - $5.52K
|
352
$32.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-68- 30.09% |
$4.76K - $5.37K
|
158
$14.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-30- 23.08% |
$2.1K - $2.37K
|
100
$9.21K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-9- 2.03% |
$630 - $710
|
434
$40K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-1- 0.13% |
$70 - $78.9
|
798
$73.5K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-6.93M- 99.87% |
$429M - $501M
|
9.07K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Point State Capital LP
New York, NY |
SELL
|
CALL |
-500K- 50.0% |
$30.9M - $36.2M
|
500K
$46.1M
|
|
|
Apr 02, 2024
Q1 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-358K- 96.86% |
$22.1M - $25.9M
|
11.6K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-352K- 12.62% |
$21.8M - $25.5M
|
2.44M
$225M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-219K- 88.3% |
$13.6M - $15.9M
|
29K
$2.67M
|
|