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 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-3.83K- 4.33% |
$264K - $349K
|
84.7K
$7.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-3.82K- 6.87% |
$264K - $349K
|
51.8K
$4.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.8K- 7.53% |
$262K - $346K
|
46.6K
$4.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.75K- 5.29% |
$259K - $342K
|
67.2K
$6.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.64K- 2.19% |
$251K - $332K
|
163K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.62K- 1.09% |
$250K - $330K
|
329K
$30.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.6K- 4.64% |
$248K - $328K
|
73.8K
$6.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.59K- 2.73% |
$248K - $327K
|
128K
$11.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.59K- 45.16% |
$248K - $327K
|
4.36K
$401K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.56K- 2.26% |
$246K - $325K
|
154K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.51K- 1.36% |
$242K - $320K
|
254K
$23.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-3.43K- 22.24% |
$237K - $313K
|
12K
$1.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.41K- 94.98% |
$235K - $311K
|
180
$16.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.38K- 51.48% |
$233K - $308K
|
3.19K
$293K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.37K- 55.59% |
$233K - $307K
|
2.69K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.36K- 3.3% |
$232K - $306K
|
98.5K
$9.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-3.33K- 16.49% |
$230K - $304K
|
16.9K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-3.31K- 17.96% |
$228K - $302K
|
15.1K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-3.23K- 4.25% |
$223K - $295K
|
72.8K
$6.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-3.2K- 8.84% |
$221K - $292K
|
33K
$3.04M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.13K- 6.48% |
$216K - $285K
|
45.1K
$4.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-3.07K- 1.49% |
$212K - $280K
|
202K
$18.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-3.03K- 27.66% |
$209K - $276K
|
7.93K
$730K
|
|
|
Jul 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-3.01K- 2.27% |
$208K - $275K
|
130K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-2.99K- 28.72% |
$206K - $273K
|
7.41K
$683K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.99K- 40.05% |
$206K - $272K
|
4.47K
$412K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.95K- 0.3% |
$204K - $270K
|
990K
$91.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.91K- 1.85% |
$201K - $265K
|
154K
$14.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2.9K- 5.79% |
$200K - $265K
|
47.3K
$4.35M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.89K- 4.71% |
$199K - $264K
|
58.4K
$5.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.87K- 3.2% |
$198K - $262K
|
86.9K
$8M
|
|
|
Aug 11, 2025
Q2 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.86K- 1.24% |
$197K - $261K
|
228K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-2.85K- 10.26% |
$197K - $260K
|
25K
$2.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.81K- 9.06% |
$194K - $256K
|
28.2K
$2.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.79K- 51.78% |
$192K - $254K
|
2.59K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.78K- 34.69% |
$192K - $253K
|
5.23K
$481K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.77K- 0.76% |
$191K - $252K
|
363K
$33.5M
|
|
|
Aug 26, 2025
Q2 2025
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-2.75K- 0.44% |
$190K - $251K
|
621K
$57.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.7K- 11.07% |
$186K - $246K
|
21.7K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.68K- 25.22% |
$185K - $245K
|
7.96K
$733K
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.6K- 13.94% |
$180K - $237K
|
16.1K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.56K- 14.24% |
$177K - $234K
|
15.4K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.56K- 20.43% |
$176K - $233K
|
9.95K
$916K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.53K- 12.92% |
$175K - $231K
|
17K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.53K- 46.27% |
$175K - $231K
|
2.94K
$270K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.52K- 26.0% |
$174K - $230K
|
7.18K
$661K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-2.49K- 1.98% |
$172K - $227K
|
123K
$11.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.48K- 19.32% |
$171K - $226K
|
10.4K
$954K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 35.66% |
$171K - $225K
|
4.46K
$411K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2.42K- 49.44% |
$167K - $220K
|
2.47K
$228K
|