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 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-144- 1.01% |
$10.3K - $12K
|
14.1K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-141- 31.26% |
$10K - $11.8K
|
310
$28.6K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-137- 2.01% |
$9.76K - $11.5K
|
6.66K
$615K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-137- 3.1% |
$9.76K - $11.5K
|
4.28K
$395K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-134- 3.54% |
$9.55K - $11.2K
|
3.66K
$338K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-127- 4.61% |
$9.05K - $10.6K
|
2.63K
$243K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-127- 73.84% |
$9.05K - $10.6K
|
45
$4.15K
|
|
|
May 13, 2025
Q1 2025
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-125- 0.54% |
$8.91K - $10.5K
|
23.1K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-124- 2.27% |
$8.83K - $10.4K
|
5.35K
$493K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-121- 1.34% |
$8.62K - $10.1K
|
8.94K
$825K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-120- 1.2% |
$8.55K - $10K
|
9.85K
$910K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-120- 1.05% |
$8.55K - $10K
|
11.3K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-116- 0.97% |
$8.26K - $9.7K
|
11.9K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-116- 3.83% |
$8.26K - $9.7K
|
2.91K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-115- 41.37% |
$8.19K - $9.62K
|
163
$15K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-115- 28.89% |
$8.19K - $9.62K
|
283
$26.1K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-112- 0.34% |
$7.98K - $9.37K
|
33.2K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-109- 2.68% |
$7.77K - $9.12K
|
3.96K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-108- 0.59% |
$7.69K - $9.03K
|
18.2K
$1.68M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-100- 0.62% |
$7.12K - $8.36K
|
16.1K
$1.48M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-100- 2.98% |
$7.12K - $8.36K
|
3.26K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-100- 0.79% |
$7.12K - $8.36K
|
12.5K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-99- 2.84% |
$7.05K - $8.28K
|
3.39K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-98- 2.7% |
$6.98K - $8.2K
|
3.53K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-95- 0.17% |
$6.77K - $7.95K
|
54.2K
$5.01M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-93- 0.38% |
$6.63K - $7.78K
|
24.2K
$2.24M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-93- 0.8% |
$6.63K - $7.78K
|
11.6K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-93- 4.13% |
$6.63K - $7.78K
|
2.16K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-92- 2.33% |
$6.55K - $7.69K
|
3.86K
$356K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-92- 0.99% |
$6.55K - $7.69K
|
9.16K
$845K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-92- 1.57% |
$6.55K - $7.69K
|
5.77K
$533K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-90- 1.76% |
$6.41K - $7.53K
|
5.03K
$464K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-90- 2.68% |
$6.41K - $7.53K
|
3.27K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-87- 20.96% |
$6.2K - $7.28K
|
328
$30.3K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-82- 0.24% |
$5.84K - $6.86K
|
33.9K
$3.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-81- 0.62% |
$5.77K - $6.77K
|
13.1K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-78- 58.21% |
$5.56K - $6.52K
|
56
$5.17K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-78- 34.82% |
$5.56K - $6.52K
|
146
$13.5K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-76- 0.53% |
$5.41K - $6.36K
|
14.3K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-73- 2.39% |
$5.2K - $6.11K
|
2.98K
$275K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-70- 0.3% |
$4.99K - $5.85K
|
23.6K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-70- 2.04% |
$4.99K - $5.85K
|
3.37K
$311K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-69- 60.0% |
$4.92K - $5.77K
|
46
$4.25K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-69- 0.54% |
$4.92K - $5.77K
|
12.7K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-66- 0.18% |
$4.7K - $5.52K
|
36K
$3.33M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-66- 0.5% |
$4.7K - $5.52K
|
13.2K
$1.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-65- 0.01% |
$4.63K - $5.44K
|
457K
$42.2M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-62- 1.22% |
$4.42K - $5.19K
|
5.02K
$463K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-62- 1.61% |
$4.42K - $5.19K
|
3.78K
$349K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.27% |
$4.42K - $5.19K
|
23.3K
$2.15M
|