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
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-540- 11.69% |
$33.3K - $41.1K
|
4.08K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-531- 0.3% |
$32.8K - $40.4K
|
175K
$13.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-529- 1.75% |
$32.7K - $40.2K
|
29.8K
$2.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-525- 1.23% |
$32.4K - $39.9K
|
42.3K
$3.25M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-523- 0.8% |
$32.3K - $39.8K
|
64.9K
$4.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-516- 2.48% |
$31.9K - $39.3K
|
20.3K
$1.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-506- 7.98% |
$31.2K - $38.5K
|
5.84K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-501- 6.26% |
$30.9K - $38.1K
|
7.5K
$576K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-500- 1.94% |
$30.9K - $38K
|
25.3K
$1.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-498- 0.3% |
$30.7K - $37.9K
|
168K
$12.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-490- 25.91% |
$30.3K - $37.3K
|
1.4K
$108K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-484- 6.26% |
$29.9K - $36.8K
|
7.25K
$557K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-482- 36.43% |
$29.8K - $36.7K
|
841
$64.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-473- 0.98% |
$29.2K - $36K
|
47.9K
$3.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
SELL
|
- |
-471- 11.17% |
$29.1K - $35.8K
|
3.74K
$287K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-470- 12.93% |
$29K - $35.8K
|
3.17K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-457- 4.99% |
$28.2K - $34.8K
|
8.69K
$667K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-436- 3.5% |
$26.9K - $33.2K
|
12K
$924K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-434- 13.7% |
$26.8K - $33K
|
2.74K
$210K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-429- 3.4% |
$26.5K - $32.6K
|
12.2K
$936K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-429- 0.65% |
$26.5K - $32.6K
|
65.2K
$5M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-425- 1.8% |
$26.2K - $32.3K
|
23.1K
$1.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-414- 9.18% |
$25.6K - $31.5K
|
4.1K
$314K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-408- 5.34% |
$25.2K - $31K
|
7.23K
$555K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-407- 7.57% |
$25.1K - $31K
|
4.97K
$381K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-406- 1.05% |
$25.1K - $30.9K
|
38.3K
$2.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-406- 8.04% |
$25.1K - $30.9K
|
4.65K
$357K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-404- 95.73% |
$24.9K - $30.7K
|
18
$1.38K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-400- 1.96% |
$24.7K - $30.4K
|
20K
$1.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 0.47% |
$24.7K - $30.4K
|
84.1K
$6.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-398- 2.1% |
$24.6K - $30.3K
|
18.6K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-395- 0.55% |
$24.4K - $30.1K
|
71K
$5.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-392- 9.97% |
$24.2K - $29.8K
|
3.54K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-380- 85.01% |
$23.5K - $28.9K
|
67
$5.14K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-379- 5.62% |
$23.4K - $28.8K
|
6.37K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-375- 4.44% |
$23.2K - $28.5K
|
8.07K
$619K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-375- 2.5% |
$23.2K - $28.5K
|
14.6K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-373- 2.84% |
$23K - $28.4K
|
12.7K
$978K
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-370- 8.37% |
$22.8K - $28.1K
|
4.05K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-364- 10.53% |
$22.5K - $27.7K
|
3.09K
$237K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-361- 3.92% |
$22.3K - $27.5K
|
8.84K
$679K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-360- 0.45% |
$22.2K - $27.4K
|
79.2K
$6.08M
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-351- 5.71% |
$21.7K - $26.7K
|
5.8K
$445K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-350- 0.27% |
$21.6K - $26.6K
|
128K
$9.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-348- 3.12% |
$21.5K - $26.5K
|
10.8K
$831K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-344- 3.2% |
$21.2K - $26.2K
|
10.4K
$798K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-339- 1.91% |
$20.9K - $25.8K
|
17.4K
$1.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-329- 8.46% |
$20.3K - $25K
|
3.56K
$273K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-328- 5.08% |
$20.3K - $25K
|
6.12K
$470K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-319- 2.39% |
$19.7K - $24.3K
|
13K
$998K
|