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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.22K- 19.0% |
$86.6K - $102K
|
5.19K
$479K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-1.21K- 6.56% |
$86.3K - $101K
|
17.2K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.21K- 3.59% |
$86.1K - $101K
|
32.5K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 1.09% |
$83.6K - $98.1K
|
107K
$9.84M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.16K- 21.09% |
$82.6K - $96.9K
|
4.34K
$400K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.16K- 17.29% |
$82.3K - $96.6K
|
5.52K
$510K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.15K- 12.83% |
$82.2K - $96.5K
|
7.84K
$724K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.15K- 3.32% |
$81.9K - $96.2K
|
33.5K
$3.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.13K- 2.56% |
$80.3K - $94.3K
|
42.8K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 17.77% |
$79.1K - $92.8K
|
5.14K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.1K- 2.23% |
$78.6K - $92.3K
|
48.4K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-1.1K- 2.39% |
$78.4K - $92.1K
|
44.9K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.1K- 6.28% |
$78.4K - $92K
|
16.4K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.1K- 28.1% |
$78.2K - $91.8K
|
2.81K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-1.09K- 71.38% |
$77.7K - $91.2K
|
437
$40.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.09K- 7.31% |
$77.4K - $90.9K
|
13.8K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.08K- 23.24% |
$77.2K - $90.6K
|
3.58K
$330K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 3.28% |
$76.7K - $90.1K
|
31.8K
$2.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.08K- 12.32% |
$76.6K - $89.9K
|
7.65K
$706K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.07K- 11.2% |
$76.5K - $89.8K
|
8.52K
$786K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.07K- 1.71% |
$75.9K - $89.2K
|
61.3K
$5.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.06K- 6.66% |
$75.5K - $88.7K
|
14.9K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.05K- 6.35% |
$74.5K - $87.5K
|
15.4K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.04K- 11.5% |
$74.4K - $87.3K
|
8.04K
$742K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.02K- 11.28% |
$72.7K - $85.4K
|
8.03K
$741K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 10.13% |
$72.7K - $85.3K
|
9.05K
$835K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-1.01K- 40.61% |
$71.6K - $84.1K
|
1.47K
$136K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1K- 62.89% |
$71.2K - $83.6K
|
590
$54.5K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1K- 35.03% |
$71.2K - $83.6K
|
1.86K
$171K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-995- 4.36% |
$70.9K - $83.2K
|
21.8K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-984- 20.49% |
$70.1K - $82.3K
|
3.82K
$353K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-983- 1.79% |
$70K - $82.2K
|
53.8K
$4.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-982- 5.66% |
$70K - $82.1K
|
16.4K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-948- 1.23% |
$67.5K - $79.3K
|
76.3K
$7.05M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-944- 25.77% |
$67.3K - $79K
|
2.72K
$251K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-935- 0.67% |
$66.6K - $78.2K
|
138K
$12.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-924- 36.95% |
$65.8K - $77.3K
|
1.58K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-911- 0.52% |
$64.9K - $76.2K
|
174K
$16.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-909- 17.13% |
$64.8K - $76K
|
4.4K
$406K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-904- 10.54% |
$64.4K - $75.6K
|
7.67K
$708K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-901- 9.74% |
$64.2K - $75.4K
|
8.35K
$770K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-900- 3.9% |
$64.1K - $75.3K
|
22.2K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-900- 6.29% |
$64.1K - $75.3K
|
13.4K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-878- 8.88% |
$62.5K - $73.4K
|
9.01K
$832K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-869- 97.2% |
$61.9K - $72.7K
|
25
$2.31K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-860- 7.48% |
$61.3K - $71.9K
|
10.6K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-856- 7.62% |
$61K - $71.6K
|
10.4K
$958K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-848- 25.41% |
$60.4K - $70.9K
|
2.49K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-845- 2.02% |
$60.2K - $70.7K
|
41.1K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-837- 2.36% |
$59.6K - $70K
|
34.6K
$3.19M
|