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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-15.2K- 57.58% |
$826K - $1.03M
|
11.2K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-14.3K- 78.07% |
$776K - $973K
|
4.03K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-6.61K- 4.6% |
$358K - $449K
|
137K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-5.04K- 1.88% |
$273K - $343K
|
263K
$24.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.54K- 26.3% |
$246K - $309K
|
12.7K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
SELL
|
- |
-4.54K- 50.43% |
$246K - $308K
|
4.46K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-1.8K- 6.72% |
$97.6K - $122K
|
25K
$2.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-1.22K- 11.36% |
$66.2K - $83K
|
9.53K
$877K
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-1.1K- 57.89% |
$59.6K - $74.7K
|
800
$73.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-612- 3.36% |
$33.2K - $41.6K
|
17.6K
$1.62M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
CALL |
-500- 5.26% |
$27.1K - $34K
|
9K
$829K
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-474- 3.45% |
$25.7K - $32.2K
|
13.3K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-460- 7.39% |
$24.9K - $31.3K
|
5.76K
$531K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-393- 3.5% |
$21.3K - $26.7K
|
10.8K
$998K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-298- 6.7% |
$16.2K - $20.2K
|
4.15K
$382K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-275- 2.55% |
$14.9K - $18.7K
|
10.5K
$968K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-262Closed |
$14.2K - $17.8K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-230- 4.27% |
$12.5K - $15.6K
|
5.16K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-133- 3.2% |
$7.21K - $9.04K
|
4.03K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-127- 15.43% |
$6.88K - $8.63K
|
696
$64.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-127- 1.66% |
$6.88K - $8.63K
|
7.53K
$694K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-125- 89.29% |
$6.78K - $8.49K
|
15
$1.38K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-100- 49.26% |
$5.42K - $6.79K
|
103
$9.49K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-50- 5.52% |
$2.71K - $3.4K
|
856
$78.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-48- 1.0% |
$2.6K - $3.26K
|
4.77K
$440K
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-42- 1.09% |
$2.28K - $2.85K
|
3.8K
$350K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-27- 0.55% |
$1.46K - $1.83K
|
4.85K
$446K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-17- 0.41% |
$921 - $1.15K
|
4.1K
$378K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-15- 1.02% |
$813 - $1.02K
|
1.45K
$134K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-201K- 15.23% |
$9.52M - $11.5M
|
1.12M
$103M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-103K- 95.51% |
$4.89M - $5.89M
|
4.85K
$446K
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-85.4K- 31.63% |
$4.05M - $4.88M
|
185K
$17M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-81.7K- 86.98% |
$3.87M - $4.67M
|
12.2K
$1.13M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-49.4K- 47.03% |
$2.34M - $2.82M
|
55.7K
$5.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-49.4K- 24.33% |
$2.34M - $2.82M
|
154K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-29.8K- 79.89% |
$1.41M - $1.7M
|
7.5K
$691K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-28.4K- 56.64% |
$1.35M - $1.62M
|
21.8K
$2M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
CALL |
-25.5K- 67.11% |
$1.21M - $1.46M
|
12.5K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
PUT |
-24.8K- 85.22% |
$1.17M - $1.42M
|
4.3K
$396K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-17.8K- 76.56% |
$842K - $1.02M
|
5.44K
$501K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-15.4K- 96.72% |
$731K - $882K
|
524
$48.3K
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-11.9K- 57.03% |
$564K - $680K
|
8.97K
$826K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.26K- 13.23% |
$344K - $415K
|
47.6K
$4.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-5.8K- 3.52% |
$275K - $331K
|
159K
$14.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-4.59K- 85.17% |
$217K - $262K
|
799
$73.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
SELL
|
- |
-4.4K- 30.0% |
$208K - $251K
|
10.3K
$946K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.13K- 20.47% |
$196K - $236K
|
16.1K
$1.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.58K- 3.17% |
$122K - $148K
|
78.9K
$7.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.2K- 5.86% |
$104K - $126K
|
35.3K
$3.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.57K- 10.35% |
$74.6K - $89.9K
|
13.6K
$1.26M
|
|