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 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-30.2K- 39.92% |
$2.08M - $2.75M
|
45.4K
$4.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-29.5K- 24.81% |
$2.03M - $2.69M
|
89.3K
$8.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
PUT |
-29.1K- 92.09% |
$2.01M - $2.66M
|
2.5K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-28.4K- 81.95% |
$1.96M - $2.59M
|
6.26K
$576K
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-27K- 8.49% |
$1.86M - $2.46M
|
291K
$26.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-26.8K- 73.53% |
$1.85M - $2.45M
|
9.66K
$890K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.7K- 4.77% |
$1.85M - $2.44M
|
533K
$49.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-26.4K- 8.28% |
$1.82M - $2.4M
|
292K
$26.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-26K- 32.07% |
$1.8M - $2.37M
|
55.1K
$5.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-25.8K- 91.6% |
$1.78M - $2.35M
|
2.36K
$218K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-25.3K- 59.93% |
$1.74M - $2.3M
|
16.9K
$1.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Amf Tjanstepension Ab
|
SELL
|
- |
-25.2K- 14.47% |
$1.74M - $2.3M
|
149K
$13.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-24K- 19.32% |
$1.65M - $2.19M
|
100K
$9.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-23.9K- 20.84% |
$1.65M - $2.18M
|
90.8K
$8.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-23.8K- 24.27% |
$1.64M - $2.17M
|
74.3K
$6.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-23.2K- 5.54% |
$1.6M - $2.12M
|
396K
$36.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-22.6K- 97.96% |
$1.56M - $2.06M
|
471
$43.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-22.4K- 0.73% |
$1.55M - $2.05M
|
3.06M
$282M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-22.1K- 0.85% |
$1.53M - $2.02M
|
2.58M
$237M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-21.8K- 5.38% |
$1.51M - $1.99M
|
384K
$35.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-21.8K- 57.9% |
$1.51M - $1.99M
|
15.9K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Provident Trust CO
|
SELL
|
- |
-21.4K- 0.46% |
$1.48M - $1.95M
|
4.58M
$421M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-21.3K- 67.85% |
$1.47M - $1.94M
|
10.1K
$929K
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-21.1K- 48.81% |
$1.46M - $1.93M
|
22.2K
$2.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.5K- 3.88% |
$1.42M - $1.87M
|
508K
$46.8M
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-20K- 36.4% |
$1.38M - $1.82M
|
34.9K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Broyhill Asset Management
Charlotte, NC |
SELL
|
- |
-20K- 80.32% |
$1.38M - $1.82M
|
4.9K
$451K
|
|
|
Aug 08, 2025
Q2 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-19.9K- 57.51% |
$1.37M - $1.82M
|
14.7K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-19.6K- 35.83% |
$1.35M - $1.79M
|
35.1K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-19.3K- 1.58% |
$1.33M - $1.76M
|
1.2M
$110M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-18.8K- 1.59% |
$1.3M - $1.71M
|
1.16M
$107M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-18.6K- 34.74% |
$1.28M - $1.7M
|
34.9K
$3.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-18.5K- 56.83% |
$1.27M - $1.68M
|
14K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Gcm Grosvenor Holdings, LLC
Chicago, IL |
SELL
|
- |
-18.2K- 8.61% |
$1.25M - $1.66M
|
193K
$17.8M
|
|
|
Aug 14, 2025
Q2 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-18.1K- 26.03% |
$1.25M - $1.65M
|
51.3K
$4.73M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 4.74% |
$1.23M - $1.63M
|
358K
$33M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-17K- 17.56% |
$1.17M - $1.55M
|
79.7K
$7.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
SELL
|
- |
-16.9K- 15.13% |
$1.17M - $1.54M
|
94.8K
$8.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-16.7K- 1.61% |
$1.15M - $1.53M
|
1.02M
$94M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-16.5K- 6.64% |
$1.14M - $1.51M
|
232K
$21.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-16.3K- 13.8% |
$1.13M - $1.49M
|
102K
$9.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-16.1K- 4.49% |
$1.11M - $1.47M
|
343K
$31.6M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-14.5K- 11.24% |
$1M - $1.33M
|
115K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-13.9K- 27.94% |
$960K - $1.27M
|
35.8K
$3.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-13.5K- 11.48% |
$933K - $1.23M
|
104K
$9.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-13.2K- 4.36% |
$914K - $1.21M
|
290K
$26.7M
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-13.2K- 5.67% |
$910K - $1.2M
|
219K
$20.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-13.2K- 76.23% |
$909K - $1.2M
|
4.1K
$378K
|
|
|
Aug 13, 2025
Q2 2025
|
North Peak Capital Management, LLC
New York, NY |
SELL
|
- |
-13.1K- 0.62% |
$908K - $1.2M
|
2.1M
$193M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-13.1K- 58.29% |
$903K - $1.19M
|
9.36K
$862K
|