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 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-6.5K- 11.21% |
$449K - $593K
|
51.5K
$4.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.48K- 33.98% |
$448K - $592K
|
12.6K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-6.33K- 5.63% |
$437K - $577K
|
106K
$9.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.29K- 20.7% |
$434K - $574K
|
24.1K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-6.23K- 0.6% |
$430K - $568K
|
1.03M
$94.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-6.1K- 20.01% |
$421K - $557K
|
24.4K
$2.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-6.09K- 4.95% |
$421K - $556K
|
117K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-6.01K- 60.34% |
$415K - $548K
|
3.95K
$364K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-6K- 66.67% |
$414K - $547K
|
3K
$276K
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-5.75K- 5.47% |
$397K - $525K
|
99.3K
$9.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5.59K- 2.78% |
$386K - $510K
|
195K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.52K- 2.35% |
$381K - $504K
|
229K
$21.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.46K- 8.62% |
$377K - $498K
|
57.9K
$5.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-5.35K- 18.34% |
$369K - $488K
|
23.8K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-5.25K- 63.04% |
$362K - $479K
|
3.08K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.18K- 2.92% |
$358K - $473K
|
172K
$15.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-5.17K- 58.87% |
$357K - $471K
|
3.61K
$332K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.1K- 6.69% |
$352K - $466K
|
71.2K
$6.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-5.1K- 21.79% |
$352K - $465K
|
18.3K
$1.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-4.88K- 23.69% |
$337K - $446K
|
15.7K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.82K- 0.43% |
$333K - $440K
|
1.1M
$102M
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-4.77K- 57.74% |
$330K - $435K
|
3.49K
$322K
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
- |
-4.76K- 86.89% |
$329K - $434K
|
718
$66.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-4.76K- 33.3% |
$328K - $434K
|
9.53K
$877K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-4.75K- 22.06% |
$328K - $433K
|
16.8K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4.75K- 23.1% |
$328K - $433K
|
15.8K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-4.7K- 29.24% |
$325K - $429K
|
11.4K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-4.63K- 54.54% |
$320K - $423K
|
3.86K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.62K- 10.49% |
$319K - $421K
|
39.4K
$3.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.61K- 26.92% |
$318K - $420K
|
12.5K
$1.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.56K- 27.3% |
$315K - $416K
|
12.1K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.55K- 21.09% |
$314K - $415K
|
17K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-4.53K- 60.43% |
$313K - $413K
|
2.97K
$273K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.51K- 11.64% |
$312K - $412K
|
34.3K
$3.16M
|
|
|
Jul 07, 2025
Q2 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-4.5K- 42.49% |
$311K - $411K
|
6.09K
$561K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.43K- 1.94% |
$306K - $404K
|
223K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-4.42K- 98.9% |
$305K - $403K
|
49
$4.51K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.41K- 7.66% |
$305K - $403K
|
53.2K
$4.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.27K- 55.65% |
$295K - $389K
|
3.4K
$313K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-4.27K- 2.55% |
$295K - $389K
|
163K
$15M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.24K- 8.29% |
$293K - $387K
|
46.9K
$4.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.23K- 12.54% |
$292K - $386K
|
29.5K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-4.2K- 15.27% |
$290K - $383K
|
23.3K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-4.17K- 17.92% |
$288K - $381K
|
19.1K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-4.11K- 50.37% |
$283K - $375K
|
4.05K
$373K
|
|
|
Aug 07, 2025
Q2 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-4.09K- 25.25% |
$282K - $373K
|
12.1K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-3.99K- 1.05% |
$275K - $364K
|
377K
$34.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-3.94K- 1.46% |
$272K - $360K
|
265K
$24.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-3.91K- 10.56% |
$270K - $356K
|
33.1K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-3.84K- 4.04% |
$265K - $351K
|
91.3K
$8.41M
|