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 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.41K- 1.21% |
$167K - $220K
|
197K
$18.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.4K- 19.82% |
$166K - $219K
|
9.7K
$893K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.36K- 9.95% |
$163K - $215K
|
21.3K
$1.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-2.36K- 2.4% |
$163K - $215K
|
95.7K
$8.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.35K- 20.47% |
$162K - $214K
|
9.11K
$839K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.34K- 10.44% |
$162K - $214K
|
20.1K
$1.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.34K- 5.22% |
$161K - $213K
|
42.4K
$3.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.31K- 1.16% |
$159K - $210K
|
196K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.3K- 5.54% |
$158K - $209K
|
39.1K
$3.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.28K- 3.88% |
$157K - $208K
|
56.5K
$5.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.28K- 0.18% |
$157K - $208K
|
1.25M
$115M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-2.27K- 71.46% |
$157K - $207K
|
906
$83.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-2.25K- 0.84% |
$155K - $205K
|
265K
$24.4M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-2.22K- 0.44% |
$153K - $202K
|
501K
$46.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.21K- 5.66% |
$153K - $202K
|
36.9K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.21K- 7.93% |
$153K - $202K
|
25.7K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.18K- 13.83% |
$151K - $199K
|
13.6K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.12K- 43.49% |
$146K - $193K
|
2.75K
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-2.1K- 9.61% |
$145K - $192K
|
19.7K
$1.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.08K- 4.44% |
$144K - $190K
|
44.9K
$4.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-1.94K- 12.49% |
$134K - $177K
|
13.6K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.89K- 23.01% |
$131K - $172K
|
6.33K
$583K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.84K- 0.24% |
$127K - $168K
|
755K
$69.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.82K- 1.36% |
$126K - $166K
|
132K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-1.8K- 8.82% |
$124K - $164K
|
18.6K
$1.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-1.8K- 5.08% |
$124K - $164K
|
33.6K
$3.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.8K- 33.64% |
$124K - $164K
|
3.55K
$327K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.77K- 16.61% |
$122K - $162K
|
8.9K
$819K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.77K- 4.66% |
$122K - $161K
|
36.2K
$3.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-1.76K- 11.29% |
$122K - $161K
|
13.8K
$1.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.74K- 77.33% |
$120K - $159K
|
511
$47.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-1.74K- 4.46% |
$120K - $159K
|
37.3K
$3.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Candriam S.C.A.
|
SELL
|
- |
-1.74K- 1.46% |
$120K - $159K
|
117K
$10.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.74K- 13.83% |
$120K - $158K
|
10.8K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.72K- 8.56% |
$119K - $157K
|
18.3K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.72K- 4.87% |
$119K - $157K
|
33.5K
$3.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.66K- 8.79% |
$115K - $151K
|
17.2K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.62K- 3.44% |
$112K - $148K
|
45.5K
$4.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.58K- 0.71% |
$109K - $144K
|
220K
$20.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.58K- 1.31% |
$109K - $144K
|
118K
$10.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.56K- 2.79% |
$108K - $142K
|
54.3K
$5M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.56K- 5.13% |
$108K - $142K
|
28.8K
$2.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.55K- 4.31% |
$107K - $142K
|
34.5K
$3.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 17.38% |
$107K - $141K
|
7.34K
$676K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.54K- 0.84% |
$106K - $141K
|
182K
$16.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-1.51K- 0.97% |
$104K - $137K
|
155K
$14.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.5K- 2.45% |
$104K - $137K
|
59.8K
$5.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
CALL |
-1.5K- 15.79% |
$104K - $137K
|
8K
$737K
|
|
|
Aug 13, 2025
Q2 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.5K- 79.16% |
$104K - $137K
|
395
$36.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 1.64% |
$104K - $137K
|
90.1K
$8.3M
|