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 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-101- 2.72% |
$6.24K - $7.68K
|
3.62K
$278K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 58.48% |
$6.17K - $7.61K
|
71
$5.45K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-100- 2.49% |
$6.17K - $7.61K
|
3.92K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100- 2.2% |
$6.17K - $7.61K
|
4.44K
$341K
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-100- 0.35% |
$6.17K - $7.61K
|
28.2K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-99- 2.18% |
$6.11K - $7.53K
|
4.44K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-95- 53.37% |
$5.87K - $7.23K
|
83
$6.37K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-95- 0.17% |
$5.87K - $7.23K
|
55.4K
$4.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-95- 4.18% |
$5.87K - $7.23K
|
2.18K
$167K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-90- 10.27% |
$5.56K - $6.85K
|
786
$60.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-90- 0.85% |
$5.56K - $6.85K
|
10.5K
$805K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-90- 0.61% |
$5.56K - $6.85K
|
14.6K
$1.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-90- 0.21% |
$5.56K - $6.85K
|
42.5K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-88- 0.91% |
$5.43K - $6.7K
|
9.6K
$737K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-88- 1.29% |
$5.43K - $6.7K
|
6.74K
$518K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-85- 1.05% |
$5.25K - $6.47K
|
8.03K
$616K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-84- 0.81% |
$5.19K - $6.39K
|
10.2K
$785K
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-83- 0.69% |
$5.12K - $6.31K
|
12K
$919K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-82- 2.45% |
$5.06K - $6.24K
|
3.27K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-81- 2.1% |
$5K - $6.16K
|
3.78K
$290K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-78- 2.08% |
$4.82K - $5.93K
|
3.66K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-74- 1.4% |
$4.57K - $5.63K
|
5.23K
$401K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-74- 1.84% |
$4.57K - $5.63K
|
3.96K
$304K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-74- 4.66% |
$4.57K - $5.63K
|
1.51K
$116K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-72- 0.78% |
$4.45K - $5.48K
|
9.1K
$699K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-71Closed |
$4.38K - $5.4K
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-71- 0.16% |
$4.38K - $5.4K
|
44.7K
$3.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-70- 2.06% |
$4.32K - $5.33K
|
3.32K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-66- 2.5% |
$4.07K - $5.02K
|
2.57K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-65- 0.41% |
$4.01K - $4.95K
|
15.7K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-65- 17.2% |
$4.01K - $4.95K
|
313
$24K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-64- 1.48% |
$3.95K - $4.87K
|
4.25K
$326K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-63- 5.32% |
$3.89K - $4.79K
|
1.12K
$86.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-60- 1.61% |
$3.7K - $4.56K
|
3.66K
$281K
|
|
|
Oct 11, 2024
Q3 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-60- 1.01% |
$3.7K - $4.56K
|
5.85K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-57- 17.48% |
$3.52K - $4.34K
|
269
$20.6K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-55- 0.22% |
$3.4K - $4.18K
|
24.4K
$1.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-52- 0.47% |
$3.21K - $3.96K
|
10.9K
$838K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-51- 0.66% |
$3.15K - $3.88K
|
7.71K
$592K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-50- 7.69% |
$3.09K - $3.8K
|
600
$46.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-48- 2.29% |
$2.96K - $3.65K
|
2.05K
$157K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-47- 0.2% |
$2.9K - $3.58K
|
23.5K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-45- 0.64% |
$2.78K - $3.42K
|
6.97K
$535K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-44- 91.67% |
$2.72K - $3.35K
|
4
$307
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-43- 9.77% |
$2.65K - $3.27K
|
397
$30.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-43- 1.27% |
$2.65K - $3.27K
|
3.36K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-41- 0.32% |
$2.53K - $3.12K
|
12.8K
$984K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-41- 0.29% |
$2.53K - $3.12K
|
13.9K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-41- 16.4% |
$2.53K - $3.12K
|
209
$16K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-40- 0.16% |
$2.47K - $3.04K
|
24.4K
$1.87M
|