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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-311- 1.5% |
$19.7K - $25.8K
|
20.4K
$1.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-306- 9.19% |
$19.4K - $25.4K
|
3.02K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-303- 5.23% |
$19.2K - $25.1K
|
5.49K
$459K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-300- 3.02% |
$19K - $24.9K
|
9.64K
$806K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-300- 0.51% |
$19K - $24.9K
|
58.7K
$4.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-287- 2.01% |
$18.2K - $23.8K
|
14K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-285- 6.81% |
$18K - $23.6K
|
3.9K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-284- 6.36% |
$18K - $23.5K
|
4.18K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-279- 0.42% |
$17.7K - $23.1K
|
66.9K
$5.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-278- 4.26% |
$17.6K - $23K
|
6.25K
$522K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-268- 7.52% |
$17K - $22.2K
|
3.3K
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-255- 8.05% |
$16.1K - $21.1K
|
2.91K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-251- 7.09% |
$15.9K - $20.8K
|
3.29K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-250- 1.23% |
$15.8K - $20.7K
|
20.2K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-250- 7.52% |
$15.8K - $20.7K
|
3.07K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-235- 1.6% |
$14.9K - $19.5K
|
14.4K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-233- 1.65% |
$14.8K - $19.3K
|
13.9K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-232- 26.95% |
$14.7K - $19.2K
|
629
$52.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-230- 2.77% |
$14.6K - $19.1K
|
8.06K
$674K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-229- 0.43% |
$14.5K - $19K
|
52.4K
$4.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-229- 4.05% |
$14.5K - $19K
|
5.42K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-227- 0.53% |
$14.4K - $18.8K
|
42.3K
$3.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-223- 0.18% |
$14.1K - $18.5K
|
121K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-221- 5.06% |
$14K - $18.3K
|
4.15K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-214- 0.83% |
$13.5K - $17.7K
|
25.5K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-211- 6.71% |
$13.4K - $17.5K
|
2.94K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-206- 4.47% |
$13K - $17.1K
|
4.41K
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-206- 2.12% |
$13K - $17.1K
|
9.5K
$795K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-203- 1.69% |
$12.9K - $16.8K
|
11.8K
$989K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-202- 5.22% |
$12.8K - $16.7K
|
3.67K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-200- 2.46% |
$12.7K - $16.6K
|
7.94K
$664K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-200- 4.49% |
$12.7K - $16.6K
|
4.26K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 2.0% |
$12.7K - $16.6K
|
9.8K
$820K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-197- 4.63% |
$12.5K - $16.3K
|
4.05K
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-186- 5.75% |
$11.8K - $15.4K
|
3.05K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-184- 50.69% |
$11.6K - $15.2K
|
179
$15K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-182- 0.83% |
$11.5K - $15.1K
|
21.8K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-175- 28.69% |
$11.1K - $14.5K
|
435
$36.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-175- 1.2% |
$11.1K - $14.5K
|
14.4K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-173- 1.51% |
$11K - $14.3K
|
11.3K
$944K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-164- 6.38% |
$10.4K - $13.6K
|
2.41K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-163- 0.51% |
$10.3K - $13.5K
|
31.9K
$2.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-162- 1.17% |
$10.3K - $13.4K
|
13.7K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-160- 0.07% |
$10.1K - $13.3K
|
229K
$19.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-160- 3.22% |
$10.1K - $13.3K
|
4.81K
$402K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-153- 0.53% |
$9.69K - $12.7K
|
28.5K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-149- 0.4% |
$9.43K - $12.3K
|
37.4K
$3.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-144- 1.57% |
$9.12K - $11.9K
|
9.06K
$758K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-140- 4.66% |
$8.86K - $11.6K
|
2.86K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-133- 1.44% |
$8.42K - $11K
|
9.12K
$762K
|