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 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.5K- 1.27% |
$104K - $137K
|
117K
$10.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-1.49K- 1.99% |
$103K - $136K
|
73.3K
$6.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.44K- 3.84% |
$99.1K - $131K
|
36K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.41K- 0.31% |
$97.5K - $129K
|
460K
$42.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.4K- 5.5% |
$97K - $128K
|
24.1K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-1.36K- 7.7% |
$93.7K - $124K
|
16.3K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-1.33K- 5.49% |
$91.6K - $121K
|
22.8K
$2.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.32K- 15.87% |
$91.2K - $120K
|
7K
$645K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.31K- 0.62% |
$90.4K - $119K
|
211K
$19.5M
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-1.3K- 7.65% |
$89.9K - $119K
|
15.7K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
SELL
|
- |
-1.3K- 29.53% |
$89.8K - $119K
|
3.1K
$286K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.3K- 0.9% |
$89.6K - $118K
|
143K
$13.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.29K- 1.35% |
$88.7K - $117K
|
93.8K
$8.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
SELL
|
- |
-1.26K- 9.5% |
$87K - $115K
|
12K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-1.24K- 1.83% |
$85.6K - $113K
|
66.7K
$6.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.21K- 0.9% |
$83.4K - $110K
|
134K
$12.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-1.17K- 0.39% |
$80.7K - $107K
|
296K
$27.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.16K- 30.06% |
$80.3K - $106K
|
2.71K
$249K
|
|
|
Aug 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-1.16K- 11.56% |
$80.2K - $106K
|
8.88K
$818K
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.16K- 0.92% |
$79.8K - $105K
|
124K
$11.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.15K- 0.02% |
$79.4K - $105K
|
4.62M
$426M
|
|
|
Aug 12, 2025
Q2 2025
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-1.15K- 5.78% |
$79.1K - $105K
|
18.7K
$1.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.14K- 29.08% |
$78.9K - $104K
|
2.79K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.14K- 12.63% |
$78.6K - $104K
|
7.87K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.13K- 15.68% |
$78.1K - $103K
|
6.08K
$560K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.13K- 4.34% |
$77.8K - $103K
|
24.8K
$2.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.13K- 61.75% |
$77.7K - $103K
|
697
$64.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.12K- 18.14% |
$77.6K - $102K
|
5.07K
$467K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.12K- 33.23% |
$77.4K - $102K
|
2.25K
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.12K- 7.54% |
$77.3K - $102K
|
13.7K
$1.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.09K- 0.85% |
$75.6K - $99.8K
|
127K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.09K- 10.84% |
$75.2K - $99.4K
|
8.96K
$825K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.08K- 28.25% |
$74.5K - $98.4K
|
2.74K
$252K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.08K- 20.66% |
$74.4K - $98.4K
|
4.14K
$381K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.08K- 5.86% |
$74.3K - $98.2K
|
17.3K
$1.59M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.06K- 17.85% |
$73.3K - $96.9K
|
4.89K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.06K- 0.61% |
$73K - $96.4K
|
173K
$16M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.05K- 0.48% |
$72.5K - $95.8K
|
219K
$20.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 20.08% |
$72.2K - $95.4K
|
4.16K
$384K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.03K- 40.35% |
$71.2K - $94.1K
|
1.52K
$140K
|
|
|
Jul 22, 2025
Q2 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-1.01K- 1.44% |
$69.5K - $91.9K
|
69K
$6.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-1K- 5.13% |
$69.1K - $91.2K
|
18.5K
$1.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1K- 12.18% |
$69.1K - $91.2K
|
7.21K
$664K
|
|
|
Jul 30, 2025
Q2 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-1K- 25.0% |
$69.1K - $91.2K
|
3K
$276K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-991- 14.64% |
$68.4K - $90.4K
|
5.78K
$532K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-978- 5.56% |
$67.5K - $89.2K
|
16.6K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-971- 7.08% |
$67.1K - $88.6K
|
12.7K
$1.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-963- 1.07% |
$66.5K - $87.9K
|
89.3K
$8.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-963- 17.36% |
$66.5K - $87.9K
|
4.59K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-956- 0.61% |
$66K - $87.2K
|
155K
$14.2M
|