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 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.99K- 49.72% |
$202K - $249K
|
3.03K
$253K
|
|
|
Jan 31, 2023
Q4 2022
|
F
|
SELL
|
- |
-2.55K- 7.6% |
$172K - $212K
|
31K
$2.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.26K- 9.13% |
$153K - $189K
|
22.5K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.26K- 1.03% |
$153K - $188K
|
216K
$18.1M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.77K- 40.65% |
$119K - $147K
|
2.58K
$216K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-1.75K- 7.99% |
$118K - $145K
|
20.1K
$1.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.7K- 2.84% |
$114K - $141K
|
57.9K
$4.85M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-1.39K- 20.28% |
$93.9K - $116K
|
5.47K
$458K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-1.38K- 0.49% |
$93.3K - $115K
|
283K
$23.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.33K- 19.92% |
$89.4K - $110K
|
5.33K
$446K
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.12K- 5.68% |
$75.4K - $93.1K
|
18.6K
$1.55M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-889- 4.01% |
$59.9K - $74K
|
21.3K
$1.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
SELL
|
- |
-861- 1.18% |
$58.1K - $71.7K
|
72.2K
$6.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-841- 6.39% |
$56.7K - $70K
|
12.3K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-830- 5.68% |
$56K - $69.1K
|
13.8K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-612- 2.98% |
$41.3K - $51K
|
19.9K
$1.67M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-553- 16.43% |
$37.3K - $46K
|
2.81K
$235K
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-389- 9.15% |
$26.2K - $32.4K
|
3.86K
$323K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-300- 6.49% |
$20.2K - $25K
|
4.32K
$361K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-260- 3.56% |
$17.5K - $21.6K
|
7.04K
$589K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-200- 77.22% |
$13.5K - $16.7K
|
59
$4.93K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-125- 4.12% |
$8.43K - $10.4K
|
2.91K
$243K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-113- 4.01% |
$7.62K - $9.41K
|
2.71K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-103- 1.28% |
$6.95K - $8.58K
|
7.95K
$665K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-84- 0.54% |
$5.66K - $6.99K
|
15.5K
$1.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-74- 1.27% |
$4.99K - $6.16K
|
5.76K
$482K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-53- 0.22% |
$3.57K - $4.41K
|
24.4K
$2.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-49- 0.29% |
$3.3K - $4.08K
|
16.9K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-47- 0.86% |
$3.17K - $3.91K
|
5.39K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-31- 93.94% |
$2.09K - $2.58K
|
2
$167
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-10- 50.0% |
$674 - $833
|
10
$836
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-667K- 10.58% |
$14.1M - $49.9M
|
5.63M
$471M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-252KClosed |
$5.33M - $18.9M
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-113K- 91.2% |
$2.39M - $8.47M
|
10.9K
$912K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-73.3K- 75.76% |
$1.55M - $5.49M
|
23.4K
$1.96M
|
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
SELL
|
PUT |
-33.3K- 68.1% |
$705K - $2.49M
|
15.6K
$1.3M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-28.1K- 58.42% |
$595K - $2.11M
|
20K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-21.5K- 49.4% |
$456K - $1.61M
|
22.1K
$1.85M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-14.5K- 2.02% |
$306K - $1.08M
|
700K
$58.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-12.1K- 79.6% |
$257K - $910K
|
3.11K
$260K
|
|
|
Nov 03, 2022
Q3 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-11.5K- 54.25% |
$243K - $862K
|
9.7K
$811K
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-8.39K- 30.88% |
$178K - $629K
|
18.8K
$1.57M
|
|
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.58KClosed |
$97K - $343K
|
0
$0
|
|
|
Jun 21, 2024
Q3 2022
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-4.3KClosed |
$91K - $322K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.53KClosed |
$74.7K - $265K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1.64K- 97.39% |
$34.7K - $123K
|
44
$3.68K
|
|
|
Nov 14, 2022
Q3 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-1.29K- 18.78% |
$27.4K - $96.9K
|
5.6K
$468K
|
|
|
Nov 10, 2022
Q3 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.07K- 2.68% |
$22.7K - $80.2K
|
38.9K
$3.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-786- 19.07% |
$16.6K - $58.9K
|
3.34K
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-681- 0.23% |
$14.4K - $51K
|
299K
$25M
|
|