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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.5K- 10.69% |
$1.46M - $1.72M
|
171K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-20.4K- 16.08% |
$1.45M - $1.71M
|
106K
$9.83M
|
|
|
May 14, 2025
Q1 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-18.9K- 2.13% |
$1.34M - $1.58M
|
867K
$80M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-18K- 48.61% |
$1.29M - $1.51M
|
19.1K
$1.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-17.9K- 9.12% |
$1.28M - $1.5M
|
178K
$16.5M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-17.9K- 2.72% |
$1.27M - $1.5M
|
641K
$59.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-17.8K- 50.29% |
$1.27M - $1.49M
|
17.6K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-17.6K- 1.67% |
$1.25M - $1.47M
|
1.04M
$95.8M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-16.7K- 58.6% |
$1.19M - $1.4M
|
11.8K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-16.5K- 98.72% |
$1.18M - $1.38M
|
214
$19.8K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-16.3K- 80.45% |
$1.16M - $1.36M
|
3.95K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-16.2K- 18.55% |
$1.15M - $1.35M
|
70.9K
$6.55M
|
|
|
May 14, 2025
Q1 2025
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-16K- 11.94% |
$1.14M - $1.34M
|
118K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-15.4K- 57.73% |
$1.1M - $1.29M
|
11.3K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-15.1K- 5.83% |
$1.08M - $1.26M
|
244K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-14.7K- 97.48% |
$1.05M - $1.23M
|
381
$35.2K
|
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-14.2K- 47.47% |
$1.01M - $1.18M
|
15.7K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-13.5K- 21.33% |
$958K - $1.13M
|
49.6K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-13.4K- 26.53% |
$952K - $1.12M
|
37K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-13.3K- 80.04% |
$950K - $1.12M
|
3.33K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-12.4K- 63.57% |
$885K - $1.04M
|
7.12K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-12.3K- 24.36% |
$873K - $1.03M
|
38.1K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-12.1K- 11.84% |
$863K - $1.01M
|
90.2K
$8.33M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-11.8K- 6.45% |
$837K - $983K
|
171K
$15.7M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-11.3K- 0.9% |
$806K - $946K
|
1.25M
$115M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.1K- 26.82% |
$792K - $930K
|
30.3K
$2.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.1K- 10.55% |
$790K - $928K
|
94.1K
$8.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-10.9K- 66.58% |
$775K - $910K
|
5.46K
$504K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-10.7K- 66.16% |
$765K - $898K
|
5.49K
$507K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-10.7K- 16.14% |
$763K - $896K
|
55.6K
$5.14M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-10.6K- 1.76% |
$755K - $887K
|
593K
$54.7M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-10.5K- 12.11% |
$746K - $876K
|
76K
$7.02M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10.4K- 5.18% |
$740K - $869K
|
190K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 44.66% |
$732K - $860K
|
12.7K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-10.1K- 16.88% |
$720K - $845K
|
49.7K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-9.73K- 4.62% |
$693K - $814K
|
201K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.69K- 15.32% |
$690K - $810K
|
53.5K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-9.5K- 31.88% |
$677K - $795K
|
20.3K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-9.41K- 6.84% |
$670K - $787K
|
128K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-9.36K- 15.65% |
$667K - $783K
|
50.4K
$4.66M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-8.9K- 23.7% |
$634K - $744K
|
28.6K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-8.82K- 3.24% |
$628K - $738K
|
263K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8.74K- 8.42% |
$622K - $731K
|
95.1K
$8.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.53K- 5.57% |
$607K - $713K
|
145K
$13.3M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-8.23K- 41.56% |
$586K - $689K
|
11.6K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.2K- 33.53% |
$584K - $686K
|
16.3K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-8.2K- 3.59% |
$584K - $686K
|
220K
$20.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-8K- 1.3% |
$570K - $669K
|
609K
$56.2M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-7.96K- 15.07% |
$567K - $666K
|
44.9K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-7.88K- 0.24% |
$561K - $659K
|
3.27M
$302M
|