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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-319- 2.23% |
$19.7K - $24.3K
|
14K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-314- 16.61% |
$19.4K - $23.9K
|
1.58K
$121K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-314- 3.7% |
$19.4K - $23.9K
|
8.17K
$627K
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
SELL
|
- |
-310- 7.48% |
$19.1K - $23.6K
|
3.84K
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-305- 4.5% |
$18.8K - $23.2K
|
6.47K
$496K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-305- 5.83% |
$18.8K - $23.2K
|
4.93K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-304- 8.44% |
$18.8K - $23.1K
|
3.3K
$253K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-303- 0.9% |
$18.7K - $23.1K
|
33.4K
$2.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-302- 2.14% |
$18.6K - $23K
|
13.8K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-300- 0.31% |
$18.5K - $22.8K
|
98K
$7.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 27.27% |
$18.5K - $22.8K
|
800
$61.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 19.65% |
$18.5K - $22.8K
|
1.23K
$94.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-298- 3.72% |
$18.4K - $22.7K
|
7.72K
$592K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-298- 4.24% |
$18.4K - $22.7K
|
6.73K
$516K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-297- 0.68% |
$18.3K - $22.6K
|
43.3K
$3.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-294- 1.38% |
$18.2K - $22.4K
|
21.1K
$1.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-287- 38.42% |
$17.7K - $21.8K
|
460
$35.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-286- 1.07% |
$17.7K - $21.8K
|
26.4K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-285- 30.32% |
$17.6K - $21.7K
|
655
$50.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-283- 8.19% |
$17.5K - $21.5K
|
3.17K
$243K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-283- 0.08% |
$17.5K - $21.5K
|
376K
$28.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-273- 0.83% |
$16.9K - $20.8K
|
32.8K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-271- 0.49% |
$16.7K - $20.6K
|
55.2K
$4.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-271- 5.68% |
$16.7K - $20.6K
|
4.5K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-267- 7.34% |
$16.5K - $20.3K
|
3.37K
$259K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-265- 5.72% |
$16.4K - $20.2K
|
4.37K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-263- 5.79% |
$16.2K - $20K
|
4.28K
$328K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-263- 1.18% |
$16.2K - $20K
|
22K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-260- 14.11% |
$16.1K - $19.8K
|
1.58K
$122K
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-250- 3.34% |
$15.4K - $19K
|
7.23K
$555K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-249- 92.57% |
$15.4K - $18.9K
|
20
$1.54K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-242- 3.29% |
$14.9K - $18.4K
|
7.11K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-237- 0.96% |
$14.6K - $18K
|
24.5K
$1.88M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-235- 2.9% |
$14.5K - $17.9K
|
7.86K
$603K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-233- 3.47% |
$14.4K - $17.7K
|
6.48K
$497K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-231- 2.26% |
$14.3K - $17.6K
|
10K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-229- 3.33% |
$14.1K - $17.4K
|
6.65K
$510K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
SELL
|
- |
-222- 5.14% |
$13.7K - $16.9K
|
4.1K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-219- 6.97% |
$13.5K - $16.7K
|
2.92K
$224K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-216- 1.44% |
$13.3K - $16.4K
|
14.8K
$1.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-216- 7.34% |
$13.3K - $16.4K
|
2.73K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-213- 4.04% |
$13.2K - $16.2K
|
5.06K
$389K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-211- 38.02% |
$13K - $16.1K
|
344
$26.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-210- 4.07% |
$13K - $16K
|
4.95K
$380K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-206- 80.47% |
$12.7K - $15.7K
|
50
$3.84K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-205- 12.39% |
$12.7K - $15.6K
|
1.45K
$111K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-205- 0.45% |
$12.7K - $15.6K
|
45.6K
$3.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-204- 5.78% |
$12.6K - $15.5K
|
3.32K
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-200- 2.66% |
$12.3K - $15.2K
|
7.32K
$562K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-200- 5.85% |
$12.3K - $15.2K
|
3.22K
$247K
|