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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-7.75K- 68.62% |
$552K - $648K
|
3.55K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.75K- 60.62% |
$552K - $648K
|
5.04K
$465K
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-7.6K- 3.8% |
$541K - $636K
|
192K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-7.54K- 1.67% |
$537K - $631K
|
443K
$40.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-7.49K- 19.79% |
$533K - $626K
|
30.3K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-7.37K- 54.93% |
$525K - $617K
|
6.05K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-7.37K- 16.4% |
$525K - $616K
|
37.5K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7.31K- 64.2% |
$521K - $611K
|
4.08K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-7.23K- 38.18% |
$515K - $605K
|
11.7K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-7.2K- 7.03% |
$513K - $602K
|
95.2K
$8.79M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-7K- 0.24% |
$499K - $586K
|
2.92M
$270M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-6.97K- 92.58% |
$497K - $583K
|
559
$51.6K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.83K- 1.77% |
$486K - $571K
|
378K
$34.9M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.82K- 2.43% |
$486K - $570K
|
273K
$25.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-6.77K- 12.3% |
$482K - $566K
|
48.3K
$4.46M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.53K- 2.7% |
$465K - $546K
|
235K
$21.7M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-6.21K- 3.06% |
$442K - $519K
|
196K
$18.1M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.2K- 3.75% |
$442K - $519K
|
159K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-6.07K- 1.03% |
$432K - $507K
|
582K
$53.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-6.02K- 47.74% |
$429K - $504K
|
6.6K
$609K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.9K- 39.6% |
$420K - $493K
|
9K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-5.85K- 6.72% |
$416K - $489K
|
81.2K
$7.49M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5.74K- 8.57% |
$409K - $480K
|
61.3K
$5.66M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.63K- 49.61% |
$401K - $471K
|
5.72K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-5.24K- 3.7% |
$373K - $438K
|
136K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.19K- 11.98% |
$370K - $434K
|
38.1K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.03K- 2.94% |
$358K - $421K
|
166K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-4.85K- 5.83% |
$345K - $405K
|
78.3K
$7.23M
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-4.83K- 3.6% |
$344K - $404K
|
129K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.75K- 4.68% |
$338K - $397K
|
96.7K
$8.93M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.75KClosed |
$338K - $397K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-4.73K- 2.93% |
$337K - $396K
|
157K
$14.5M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-4.7K- 31.13% |
$335K - $393K
|
10.4K
$960K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-4.68K- 47.33% |
$334K - $392K
|
5.21K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.64K- 38.33% |
$330K - $388K
|
7.46K
$688K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.58K- 13.05% |
$326K - $383K
|
30.5K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-4.4K- 11.17% |
$313K - $368K
|
35K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.38K- 5.16% |
$312K - $366K
|
80.5K
$7.43M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.34K- 22.86% |
$309K - $363K
|
14.6K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-4.24K- 0.75% |
$302K - $354K
|
560K
$51.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-4.22K- 4.02% |
$300K - $353K
|
101K
$9.29M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.21K- 18.24% |
$300K - $352K
|
18.9K
$1.74M
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-4.11K- 20.24% |
$293K - $343K
|
16.2K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.1K- 2.54% |
$292K - $343K
|
157K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-4.1K- 52.06% |
$292K - $343K
|
3.78K
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.04K- 50.07% |
$288K - $338K
|
4.03K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4.01K- 78.11% |
$286K - $335K
|
1.12K
$104K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-4K- 6.79% |
$285K - $335K
|
54.9K
$5.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-3.95K- 43.33% |
$281K - $330K
|
5.17K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.88KClosed |
$277K - $325K
|
0
$0
|