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 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
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-409- 0.71% |
$29.1K - $34.2K
|
57K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-406- 0.83% |
$28.9K - $34K
|
48.7K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-400- 0.09% |
$28.5K - $33.5K
|
461K
$42.6M
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-400- 1.43% |
$28.5K - $33.5K
|
27.5K
$2.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-400- 22.33% |
$28.5K - $33.5K
|
1.39K
$128K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-400- 11.66% |
$28.5K - $33.5K
|
3.03K
$280K
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
SELL
|
- |
-398- 2.12% |
$28.4K - $33.3K
|
18.4K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-396- 1.96% |
$28.2K - $33.1K
|
19.8K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-394- 0.23% |
$28.1K - $33K
|
174K
$16.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-394- 2.62% |
$28.1K - $33K
|
14.7K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-389- 5.84% |
$27.7K - $32.5K
|
6.27K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-388- 2.18% |
$27.6K - $32.5K
|
17.4K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-386- 3.52% |
$27.5K - $32.3K
|
10.6K
$975K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-386- 5.66% |
$27.5K - $32.3K
|
6.43K
$594K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-385- 1.65% |
$27.4K - $32.2K
|
23K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-379- 3.53% |
$27K - $31.7K
|
10.3K
$955K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-376- 7.41% |
$26.8K - $31.4K
|
4.7K
$434K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-374- 6.68% |
$26.6K - $31.3K
|
5.22K
$482K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-367- 1.87% |
$26.1K - $30.7K
|
19.3K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-354- 0.94% |
$25.2K - $29.6K
|
37.1K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-352- 9.07% |
$25.1K - $29.4K
|
3.53K
$326K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-345- 2.26% |
$24.6K - $28.9K
|
14.9K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-334- 15.08% |
$23.8K - $27.9K
|
1.88K
$174K
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
SELL
|
- |
-329- 6.65% |
$23.4K - $27.5K
|
4.62K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-323- 9.8% |
$23K - $27K
|
2.97K
$274K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-322- 0.88% |
$22.9K - $26.9K
|
36.1K
$3.33M
|
|
|
Jun 05, 2025
Q1 2025
|
Fruth Investment Management
|
SELL
|
- |
-300- 2.03% |
$21.4K - $25.1K
|
14.5K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-300- 0.35% |
$21.4K - $25.1K
|
84.6K
$7.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-297- 1.42% |
$21.2K - $24.8K
|
20.5K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-288- 2.66% |
$20.5K - $24.1K
|
10.5K
$973K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-283- 3.88% |
$20.2K - $23.7K
|
7.02K
$648K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-279- 0.56% |
$19.9K - $23.3K
|
49.7K
$4.59M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-274- 2.57% |
$19.5K - $22.9K
|
10.4K
$959K
|