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 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 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-370- 0.55% |
$26.4K - $30.9K
|
66.5K
$6.14M
|
|
|
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
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-336- 1.58% |
$23.9K - $28.1K
|
20.9K
$1.93M
|
|
|
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
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-307- 2.61% |
$21.9K - $25.7K
|
11.5K
$1.06M
|
|
|
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 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-298- 8.06% |
$21.2K - $24.9K
|
3.4K
$314K
|
|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-272- 2.4% |
$19.4K - $22.8K
|
11.1K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-270- 4.11% |
$19.2K - $22.6K
|
6.3K
$582K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-269- 1.05% |
$19.2K - $22.5K
|
25.3K
$2.33M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-263- 52.39% |
$18.7K - $22K
|
239
$22.1K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-260- 8.63% |
$18.5K - $21.7K
|
2.75K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-260- 1.1% |
$18.5K - $21.7K
|
23.5K
$2.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-257- 2.06% |
$18.3K - $21.5K
|
12.2K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-254- 3.71% |
$18.1K - $21.2K
|
6.6K
$609K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-253- 12.94% |
$18K - $21.2K
|
1.7K
$157K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-251- 4.14% |
$17.9K - $21K
|
5.82K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-251- 2.16% |
$17.9K - $21K
|
11.4K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-250- 1.85% |
$17.8K - $20.9K
|
13.3K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-250- 4.19% |
$17.8K - $20.9K
|
5.71K
$527K
|