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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-701- 2.35% |
$49.9K - $58.6K
|
29.1K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
CALL |
-700- 70.0% |
$49.9K - $58.5K
|
300
$27.7K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-700- 3.95% |
$49.9K - $58.5K
|
17K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-693- 6.83% |
$49.4K - $58K
|
9.45K
$872K
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-692- 4.36% |
$49.3K - $57.9K
|
15.2K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-692- 5.13% |
$49.3K - $57.9K
|
12.8K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-684- 9.8% |
$48.7K - $57.2K
|
6.3K
$581K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-678- 12.81% |
$48.3K - $56.7K
|
4.62K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-669- 38.36% |
$47.7K - $56K
|
1.08K
$99.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-665- 1.48% |
$47.4K - $55.6K
|
44.1K
$4.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-641- 1.46% |
$45.7K - $53.6K
|
43.2K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-630- 15.54% |
$44.9K - $52.7K
|
3.42K
$316K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-626- 1.48% |
$44.6K - $52.4K
|
41.7K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-622- 2.01% |
$44.3K - $52K
|
30.3K
$2.8M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-605- 4.06% |
$43.1K - $50.6K
|
14.3K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-601- 13.11% |
$42.8K - $50.3K
|
3.98K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-601- 7.67% |
$42.8K - $50.3K
|
7.24K
$668K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-597- 12.53% |
$42.5K - $49.9K
|
4.17K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-594- 4.15% |
$42.3K - $49.7K
|
13.7K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-586- 4.56% |
$41.7K - $49K
|
12.3K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-578- 1.84% |
$41.2K - $48.3K
|
30.8K
$2.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-557- 2.52% |
$39.7K - $46.6K
|
21.6K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-547- 0.11% |
$39K - $45.8K
|
485K
$44.8M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-536- 1.89% |
$38.2K - $44.8K
|
27.8K
$2.57M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-533- 87.38% |
$38K - $44.6K
|
77
$7.11K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-531- 1.2% |
$37.8K - $44.4K
|
43.6K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-529- 3.0% |
$37.7K - $44.2K
|
17.1K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-521- 9.71% |
$37.1K - $43.6K
|
4.84K
$447K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-519- 7.2% |
$37K - $43.4K
|
6.69K
$618K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-512- 2.17% |
$36.5K - $42.8K
|
23.1K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-508- 4.82% |
$36.2K - $42.5K
|
10K
$927K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-500- 11.3% |
$35.6K - $41.8K
|
3.92K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-500- 5.97% |
$35.6K - $41.8K
|
7.88K
$727K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-488- 9.23% |
$34.8K - $40.8K
|
4.8K
$443K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-475- 1.0% |
$33.8K - $39.7K
|
47.1K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-470- 12.99% |
$33.5K - $39.3K
|
3.15K
$291K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-470- 4.22% |
$33.5K - $39.3K
|
10.7K
$985K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-469- 2.3% |
$33.4K - $39.2K
|
19.9K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-465- 6.29% |
$33.1K - $38.9K
|
6.93K
$640K
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-459- 11.31% |
$32.7K - $38.4K
|
3.6K
$332K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-455- 3.33% |
$32.4K - $38.1K
|
13.2K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-450- 7.32% |
$32.1K - $37.6K
|
5.69K
$526K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-450- 3.36% |
$32.1K - $37.6K
|
12.9K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-450- 9.87% |
$32.1K - $37.6K
|
4.11K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-448- 8.5% |
$31.9K - $37.5K
|
4.83K
$445K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-447- 14.37% |
$31.8K - $37.4K
|
2.66K
$246K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-441- 5.45% |
$31.4K - $36.9K
|
7.65K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-441- 1.71% |
$31.4K - $36.9K
|
25.4K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-429- 12.42% |
$30.6K - $35.9K
|
3.02K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-416- 11.56% |
$29.6K - $34.8K
|
3.18K
$294K
|