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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-1.26K- 50.26% |
$59.7K - $72.1K
|
1.25K
$115K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.06K- 15.62% |
$50.4K - $60.8K
|
5.75K
$529K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 4.8% |
$49.5K - $59.7K
|
20.7K
$1.91M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.02K- 94.36% |
$48.3K - $58.3K
|
61
$5.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Difesa Capital Management, LP
New York, NY |
SELL
|
- |
-925- 3.6% |
$43.8K - $52.9K
|
24.8K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-810- 57.04% |
$38.4K - $46.3K
|
610
$56.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-450- 61.48% |
$21.3K - $25.7K
|
282
$26K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-395- 39.3% |
$18.7K - $22.6K
|
610
$56.2K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-296- 2.59% |
$14K - $16.9K
|
11.1K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200- 5.13% |
$9.47K - $11.4K
|
3.7K
$341K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-195- 3.08% |
$9.24K - $11.1K
|
6.13K
$565K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-119- 0.82% |
$5.64K - $6.8K
|
14.3K
$1.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-108- 46.55% |
$5.12K - $6.17K
|
124
$11.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-59- 0.27% |
$2.79K - $3.37K
|
21.6K
$1.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-46- 2.13% |
$2.18K - $2.63K
|
2.11K
$195K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-31- 0.68% |
$1.47K - $1.77K
|
4.51K
$415K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-15- 6.91% |
$711 - $857
|
202
$18.6K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-2.36M- 98.14% |
$122M - $202M
|
44.8K
$4.12M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-320K- 92.53% |
$16.6M - $27.4M
|
25.8K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-66.8K- 92.75% |
$3.47M - $5.72M
|
5.22K
$481K
|
|
|
May 12, 2023
Q1 2023
|
Manchester Global Management (Uk) LTD
London, X0 |
SELL
|
- |
-37.4K- 49.28% |
$1.94M - $3.2M
|
38.5K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-21.5K- 26.74% |
$1.12M - $1.84M
|
59K
$5.43M
|
|
|
Jun 10, 2025
Q1 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-13.6K- 1.6% |
$705K - $1.16M
|
837K
$77.1M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-11.1K- 93.44% |
$577K - $952K
|
781
$71.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-5K- 10.34% |
$260K - $428K
|
43.4K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.58K- 49.22% |
$237K - $392K
|
4.72K
$435K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.13K- 51.63% |
$214K - $353K
|
3.87K
$356K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.83K- 12.53% |
$94.9K - $157K
|
12.8K
$1.18M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.28K- 24.44% |
$66.2K - $109K
|
3.94K
$363K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.22KClosed |
$63.3K - $104K
|
0
$0
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-676- 69.26% |
$35.1K - $57.9K
|
300
$27.6K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-411- 25.91% |
$21.3K - $35.2K
|
1.18K
$108K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-314- 4.61% |
$16.3K - $26.9K
|
6.5K
$599K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-85- 58.22% |
$4.41K - $7.28K
|
61
$5.62K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-2.15M- 18.49% |
$145M - $179M
|
9.5M
$875M
|
|
|
Feb 14, 2023
Q4 2022
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-750K- 28.3% |
$50.6M - $62.4M
|
1.9M
$175M
|
|
|
Feb 13, 2023
Q4 2022
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
SELL
|
- |
-195K- 34.68% |
$13.1M - $16.2M
|
366K
$33.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-129K- 22.57% |
$8.68M - $10.7M
|
441K
$40.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-118K- 7.84% |
$7.98M - $9.85M
|
1.39M
$128M
|
|
|
Feb 14, 2023
Q4 2022
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-105K- 54.53% |
$7.09M - $8.76M
|
87.7K
$8.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-89.7K- 18.39% |
$6.05M - $7.47M
|
398K
$36.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-85.2K- 6.35% |
$5.74M - $7.09M
|
1.26M
$116M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-45.4K- 21.79% |
$3.06M - $3.78M
|
163K
$15M
|
|
|
Feb 09, 2023
Q4 2022
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-45.2K- 5.86% |
$3.05M - $3.77M
|
726K
$66.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-36.5K- 33.73% |
$2.46M - $3.04M
|
71.6K
$6.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-25.1K- 27.77% |
$1.69M - $2.09M
|
65.4K
$6.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-18.6KClosed |
$1.25M - $1.55M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-9.7K- 21.65% |
$654K - $808K
|
35.1K
$3.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.94K- 22.39% |
$401K - $495K
|
20.6K
$1.9M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.75KClosed |
$320K - $396K
|
0
$0
|
|