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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-249- 1.43% |
$17.7K - $20.8K
|
17.1K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-247- 1.41% |
$17.6K - $20.7K
|
17.3K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-240- 0.62% |
$17.1K - $20.1K
|
38.3K
$3.54M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-240- 3.23% |
$17.1K - $20.1K
|
7.19K
$664K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-234- 12.9% |
$16.7K - $19.6K
|
1.58K
$146K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-233- 0.2% |
$16.6K - $19.5K
|
118K
$10.9M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-232- 5.6% |
$16.5K - $19.4K
|
3.91K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-231- 1.24% |
$16.5K - $19.3K
|
18.5K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-230- 2.96% |
$16.4K - $19.2K
|
7.55K
$697K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-230- 1.77% |
$16.4K - $19.2K
|
12.7K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-229- 1.64% |
$16.3K - $19.2K
|
13.8K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-226- 5.44% |
$16.1K - $18.9K
|
3.93K
$363K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-223- 3.06% |
$15.9K - $18.7K
|
7.05K
$651K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-220- 7.54% |
$15.7K - $18.4K
|
2.7K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-218- 5.35% |
$15.5K - $18.2K
|
3.86K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
SELL
|
- |
-213- 0.97% |
$15.2K - $17.8K
|
21.8K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-211- 2.7% |
$15K - $17.6K
|
7.61K
$702K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-210- 1.4% |
$15K - $17.6K
|
14.8K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-208- 8.3% |
$14.8K - $17.4K
|
2.3K
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-207- 5.43% |
$14.7K - $17.3K
|
3.6K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-201- 6.89% |
$14.3K - $16.8K
|
2.72K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-200- 2.83% |
$14.2K - $16.7K
|
6.86K
$633K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 5.0% |
$14.2K - $16.7K
|
3.8K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-200- 2.03% |
$14.2K - $16.7K
|
9.67K
$893K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-200- 0.17% |
$14.2K - $16.7K
|
119K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-199- 0.49% |
$14.2K - $16.6K
|
40.3K
$3.72M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-196- 2.92% |
$14K - $16.4K
|
6.52K
$602K
|
|
|
May 08, 2025
Q1 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-190- 0.32% |
$13.5K - $15.9K
|
58.6K
$5.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-187- 3.89% |
$13.3K - $15.6K
|
4.62K
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-177- 0.39% |
$12.6K - $14.8K
|
44.9K
$4.14M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-175- 2.89% |
$12.5K - $14.6K
|
5.87K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-169- 0.97% |
$12K - $14.1K
|
17.3K
$1.6M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-165- 6.79% |
$11.8K - $13.8K
|
2.27K
$209K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-162- 0.72% |
$11.5K - $13.5K
|
22.4K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-162- 2.52% |
$11.5K - $13.5K
|
6.28K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-161- 1.06% |
$11.5K - $13.5K
|
15.1K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-158- 2.1% |
$11.3K - $13.2K
|
7.36K
$679K
|