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 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-26.4K- 8.28% |
$1.82M - $2.4M
|
292K
$27M
|
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-10.5K- 52.5% |
$725K - $958K
|
9.5K
$880K
|
|
|
Jul 07, 2025
Q2 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-4.5K- 42.49% |
$311K - $411K
|
6.09K
$564K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-4.27K- 2.55% |
$295K - $389K
|
163K
$15.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.23K- 12.54% |
$292K - $386K
|
29.5K
$2.73M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2.9K- 5.79% |
$200K - $265K
|
47.3K
$4.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.48K- 19.32% |
$171K - $226K
|
10.4K
$959K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.4K- 19.82% |
$166K - $219K
|
9.7K
$898K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-2.27K- 71.46% |
$157K - $207K
|
906
$83.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.54K- 0.84% |
$106K - $141K
|
182K
$16.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-600- 3.08% |
$41.4K - $54.7K
|
18.9K
$1.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-562- 1.43% |
$38.8K - $51.3K
|
38.7K
$3.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500- 1.6% |
$34.5K - $45.6K
|
30.8K
$2.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-463- 1.1% |
$32K - $42.2K
|
41.7K
$3.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-406- 1.13% |
$28K - $37K
|
35.5K
$3.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-359- 5.39% |
$24.8K - $32.8K
|
6.3K
$583K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-206- 0.61% |
$14.2K - $18.8K
|
33.4K
$3.09M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-185- 4.99% |
$12.8K - $16.9K
|
3.53K
$326K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-183- 1.99% |
$12.6K - $16.7K
|
9.03K
$836K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-94- 3.72% |
$6.49K - $8.58K
|
2.43K
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-86- 2.66% |
$5.94K - $7.85K
|
3.14K
$291K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-72- 2.0% |
$4.97K - $6.57K
|
3.53K
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-55- 0.17% |
$3.8K - $5.02K
|
32.2K
$2.99M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.76% |
$1.73K - $2.28K
|
3.27K
$302K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-19- 0.41% |
$1.31K - $1.73K
|
4.63K
$429K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-11- 0.2% |
$760 - $1K
|
5.63K
$521K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-185M- 99.52% |
$13.2B - $15.4B
|
889K
$82.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.32M- 75.63% |
$593M - $696M
|
2.68M
$248M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3.22M- 77.12% |
$230M - $270M
|
957K
$88.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.1M- 98.72% |
$149M - $175M
|
27.1K
$2.51M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.97M- 20.02% |
$140M - $164M
|
7.85M
$727M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-1.72M- 78.65% |
$122M - $144M
|
466K
$43.1M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.6M- 25.67% |
$114M - $133M
|
4.62M
$428M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.47M- 6.68% |
$105M - $123M
|
20.5M
$1.9B
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.46M- 23.23% |
$104M - $122M
|
4.81M
$446M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-1.38M- 56.29% |
$98.1M - $115M
|
1.07M
$99.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-990K- 4.42% |
$70.5M - $82.8M
|
21.4M
$1.98B
|
|
|
May 14, 2025
Q1 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-851K- 33.99% |
$60.6M - $71.2M
|
1.65M
$153M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
PUT |
-734K- 38.21% |
$52.3M - $61.4M
|
1.19M
$110M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-730K- 22.76% |
$52M - $61M
|
2.48M
$229M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-667K- 51.36% |
$47.5M - $55.8M
|
631K
$58.5M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-619K- 0.69% |
$44.1M - $51.8M
|
88.8M
$8.22B
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
PUT |
-600K- 29.53% |
$42.8M - $50.2M
|
1.43M
$133M
|
|
|
May 15, 2025
Q1 2025
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
SELL
|
- |
-592K- 92.94% |
$42.2M - $49.5M
|
44.9K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-590K- 53.79% |
$42.1M - $49.4M
|
507K
$47M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-567K- 39.63% |
$40.4M - $47.4M
|
864K
$80M
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-543K- 28.5% |
$38.7M - $45.4M
|
1.36M
$126M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-491K- 79.39% |
$35M - $41.1M
|
128K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-489K- 45.9% |
$34.8M - $40.9M
|
576K
$53.3M
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-445K- 74.73% |
$31.7M - $37.2M
|
151K
$13.9M
|
|