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
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-60- 2.01% |
$4.27K - $5.02K
|
2.92K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-60- 9.9% |
$4.27K - $5.02K
|
546
$50.4K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-55- 0.2% |
$3.92K - $4.6K
|
26.9K
$2.48M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-55- 0.68% |
$3.92K - $4.6K
|
8.01K
$739K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-51- 17.96% |
$3.63K - $4.27K
|
233
$21.5K
|
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-50- 0.33% |
$3.56K - $4.18K
|
15K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-50- 30.3% |
$3.56K - $4.18K
|
115
$10.6K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-50- 1.28% |
$3.56K - $4.18K
|
3.85K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-50- 1.68% |
$3.56K - $4.18K
|
2.93K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-48- 6.71% |
$3.42K - $4.01K
|
667
$61.6K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-46- 0.47% |
$3.28K - $3.85K
|
9.7K
$895K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-45- 7.94% |
$3.21K - $3.76K
|
522
$48.2K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-41- 4.51% |
$2.92K - $3.43K
|
868
$80.1K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-41- 1.46% |
$2.92K - $3.43K
|
2.76K
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-39- 0.77% |
$2.78K - $3.26K
|
5K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-36- 0.51% |
$2.56K - $3.01K
|
6.97K
$643K
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-36- 0.22% |
$2.56K - $3.01K
|
16.6K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-36- 83.72% |
$2.56K - $3.01K
|
7
$646
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-33- 0.51% |
$2.35K - $2.76K
|
6.5K
$600K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-29- 0.77% |
$2.07K - $2.43K
|
3.76K
$347K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-29- 0.15% |
$2.07K - $2.43K
|
19.4K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-28Closed |
$1.99K - $2.34K
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-28- 2.63% |
$1.99K - $2.34K
|
1.04K
$95.6K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-27- 4.42% |
$1.92K - $2.26K
|
584
$53.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-27- 1.05% |
$1.92K - $2.26K
|
2.56K
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-22- 0.41% |
$1.57K - $1.84K
|
5.4K
$499K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21- 0.31% |
$1.5K - $1.76K
|
6.77K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-19- 0.02% |
$1.35K - $1.59K
|
105K
$9.71M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-18- 1.16% |
$1.28K - $1.51K
|
1.54K
$142K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-15- 0.42% |
$1.07K - $1.25K
|
3.59K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-14- 1.28% |
$997 - $1.17K
|
1.08K
$99.5K
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
SELL
|
- |
-12- 0.28% |
$855 - $1K
|
4.25K
$392K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 0.94% |
$855 - $1K
|
1.27K
$117K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-11- 3.3% |
$784 - $920
|
322
$29.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-10- 23.26% |
$712 - $836
|
33
$3.05K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-8- 0.09% |
$570 - $669
|
9.29K
$857K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-7- 0.07% |
$499 - $585
|
10K
$926K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-5- 2.76% |
$356 - $418
|
176
$16.2K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-5- 0.01% |
$356 - $418
|
56.1K
$5.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-5- 0.13% |
$356 - $418
|
3.95K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-4- 0.66% |
$285 - $335
|
601
$55.5K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-4- 0.06% |
$285 - $335
|
6.63K
$612K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3- 1.38% |
$214 - $251
|
214
$19.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3- 0.03% |
$214 - $251
|
11.3K
$1.04M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.01% |
$71.2 - $83.6
|
7.26K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1- 0.02% |
$71.2 - $83.6
|
5.6K
$517K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1- 1.37% |
$71.2 - $83.6
|
72
$6.65K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-1- 0.02% |
$71.2 - $83.6
|
6.23K
$575K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.63M- 50.85% |
$420M - $550M
|
6.41M
$592M
|
|
|
Feb 14, 2025
Q4 2024
|
Par Capital Management Inc
Boston, MA |
SELL
|
- |
-395K- 30.38% |
$25M - $32.7M
|
905K
$83.5M
|
|