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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-907- 9.18% |
$56K - $69K
|
8.97K
$689K
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-903- 5.42% |
$55.8K - $68.7K
|
15.8K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-870- 10.76% |
$53.7K - $66.2K
|
7.21K
$554K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-863- 15.76% |
$53.3K - $65.7K
|
4.61K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-856- 16.94% |
$52.8K - $65.1K
|
4.2K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-855- 17.99% |
$52.8K - $65K
|
3.9K
$299K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-822- 9.41% |
$50.8K - $62.5K
|
7.92K
$608K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-806- 16.32% |
$49.8K - $61.3K
|
4.13K
$317K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-803- 13.87% |
$49.6K - $61.1K
|
4.99K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-797- 3.82% |
$49.2K - $60.6K
|
20.1K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-793- 9.84% |
$49K - $60.3K
|
7.27K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-791- 6.65% |
$48.8K - $60.2K
|
11.1K
$852K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-777- 4.59% |
$48K - $59.1K
|
16.1K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-773- 20.68% |
$47.7K - $58.8K
|
2.97K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-769- 1.5% |
$47.5K - $58.5K
|
50.5K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-762- 14.82% |
$47K - $58K
|
4.38K
$336K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-747- 6.06% |
$46.1K - $56.8K
|
11.6K
$889K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-745- 10.01% |
$46K - $56.7K
|
6.7K
$514K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-738- 8.44% |
$45.6K - $56.1K
|
8K
$614K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-728- 7.01% |
$44.9K - $55.4K
|
9.66K
$742K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-714- 7.28% |
$44.1K - $54.3K
|
9.09K
$698K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-709- 4.57% |
$43.8K - $53.9K
|
14.8K
$1.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-706- 7.07% |
$43.6K - $53.7K
|
9.27K
$712K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-695- 0.54% |
$42.9K - $52.9K
|
129K
$9.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-694- 9.46% |
$42.8K - $52.8K
|
6.65K
$510K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-689- 0.47% |
$42.5K - $52.4K
|
145K
$11.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-687- 3.59% |
$42.4K - $52.3K
|
18.4K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-665- 11.62% |
$41.1K - $50.6K
|
5.06K
$388K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-657- 15.57% |
$40.6K - $50K
|
3.56K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-655- 1.54% |
$40.4K - $49.8K
|
41.8K
$3.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-638- 8.58% |
$39.4K - $48.5K
|
6.8K
$522K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-637- 2.36% |
$39.3K - $48.5K
|
26.4K
$2.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-637- 9.75% |
$39.3K - $48.5K
|
5.9K
$453K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-614- 6.8% |
$37.9K - $46.7K
|
8.42K
$646K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-608- 2.5% |
$37.5K - $46.3K
|
23.8K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-607- 2.54% |
$37.5K - $46.2K
|
23.3K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-601- 13.16% |
$37.1K - $45.7K
|
3.97K
$304K
|
|
|
Nov 05, 2024
Q3 2024
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-600- 2.53% |
$37K - $45.6K
|
23.1K
$1.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-600- 13.78% |
$37K - $45.6K
|
3.75K
$288K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-598- 0.92% |
$36.9K - $45.5K
|
64.1K
$4.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-597- 6.46% |
$36.9K - $45.4K
|
8.64K
$663K
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-596- 1.04% |
$36.8K - $45.3K
|
56.6K
$4.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-589- 12.56% |
$36.4K - $44.8K
|
4.1K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-584- 15.55% |
$36.1K - $44.4K
|
3.17K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-579- 3.69% |
$35.7K - $44.1K
|
15.1K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-574- 37.74% |
$35.4K - $43.7K
|
947
$72.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-573- 1.34% |
$35.4K - $43.6K
|
42.1K
$3.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-569- 9.73% |
$35.1K - $43.3K
|
5.28K
$405K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-561- 14.27% |
$34.6K - $42.7K
|
3.37K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-544- 5.97% |
$33.6K - $41.4K
|
8.57K
$658K
|