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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-12.9K- 7.22% |
$890K - $1.18M
|
166K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-12.8K- 11.41% |
$886K - $1.17M
|
99.7K
$9.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-12.6K- 94.03% |
$870K - $1.15M
|
800
$73.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-12.1K- 6.54% |
$838K - $1.11M
|
173K
$16M
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-11.9K- 1.96% |
$825K - $1.09M
|
597K
$55M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-11.8K- 4.68% |
$812K - $1.07M
|
240K
$22.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-11.6K- 21.52% |
$800K - $1.06M
|
42.3K
$3.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-11.5K- 17.37% |
$796K - $1.05M
|
54.9K
$5.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-11.3K- 5.66% |
$783K - $1.03M
|
189K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-11K- 1.2% |
$761K - $1.01M
|
904K
$83.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-10.9K- 38.13% |
$754K - $996K
|
17.7K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-10.8K- 1.62% |
$743K - $982K
|
654K
$60.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-10.7K- 7.89% |
$741K - $979K
|
125K
$11.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-10.7K- 10.8% |
$737K - $974K
|
88.2K
$8.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-10.5K- 52.5% |
$725K - $958K
|
9.5K
$875K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.5K- 6.11% |
$723K - $956K
|
161K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-10.4K- 51.23% |
$718K - $949K
|
9.9K
$912K
|
|
|
Aug 13, 2025
Q2 2025
|
Bain Capital Public Equity, LP
Boston, MA |
SELL
|
- |
-10.2K- 16.56% |
$704K - $930K
|
51.3K
$4.73M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.2K- 4.6% |
$703K - $929K
|
211K
$19.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-10.2K- 5.66% |
$702K - $928K
|
169K
$15.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.1K- 19.09% |
$698K - $922K
|
42.8K
$3.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-10K- 14.22% |
$693K - $916K
|
60.6K
$5.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-10K- 22.97% |
$692K - $914K
|
33.6K
$3.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-10K- 7.31% |
$690K - $912K
|
127K
$11.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-9.94K- 1.25% |
$686K - $906K
|
785K
$72.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-9.61K- 32.46% |
$664K - $877K
|
20K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-9.54K- 16.27% |
$659K - $870K
|
49.1K
$4.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-9.22K- 66.89% |
$637K - $842K
|
4.57K
$420K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-9.1K- 13.67% |
$628K - $830K
|
57.4K
$5.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9.01K- 7.21% |
$622K - $822K
|
116K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-8.91K- 3.29% |
$615K - $813K
|
262K
$24.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Rokos Capital Management LLP
London, X0 |
SELL
|
PUT |
-8.8K- 4.92% |
$608K - $803K
|
170K
$15.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-8.66K- 5.88% |
$598K - $790K
|
139K
$12.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-8.47K- 46.09% |
$585K - $773K
|
9.91K
$912K
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
SELL
|
- |
-8.2K- 1.03% |
$566K - $748K
|
789K
$72.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-8.17K- 2.99% |
$564K - $745K
|
265K
$24.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-8.1K- 73.54% |
$560K - $739K
|
2.92K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-8.09K- 66.55% |
$558K - $738K
|
4.06K
$374K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-7.87K- 3.94% |
$544K - $718K
|
192K
$17.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-7.73K- 51.82% |
$534K - $706K
|
7.19K
$662K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-7.68K- 7.6% |
$531K - $701K
|
93.3K
$8.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-7.38K- 4.7% |
$509K - $673K
|
150K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.17K- 30.59% |
$495K - $654K
|
16.3K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.16K- 6.81% |
$495K - $653K
|
98K
$9.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-7.12K- 24.19% |
$492K - $650K
|
22.3K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.02K- 1.56% |
$485K - $641K
|
442K
$40.7M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.97K- 1.83% |
$481K - $636K
|
373K
$34.4M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-6.96K- 6.15% |
$481K - $635K
|
106K
$9.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-6.81K- 8.5% |
$470K - $621K
|
73.3K
$6.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.65K- 11.81% |
$460K - $607K
|
49.7K
$4.58M
|