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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-96.1K- 27.97% |
$6.73M - $7.58M
|
247K
$19M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-93.7K- 84.03% |
$6.56M - $7.39M
|
17.8K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-92.2K- 98.09% |
$6.46M - $7.27M
|
1.8K
$138K
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-55K- 19.93% |
$3.85M - $4.34M
|
221K
$17M
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-49.9K- 19.13% |
$3.49M - $3.93M
|
211K
$16.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-31.5K- 84.94% |
$2.21M - $2.49M
|
5.59K
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
CALL |
-26.3K- 99.62% |
$1.84M - $2.08M
|
100
$7.68K
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-21.6K- 45.98% |
$1.52M - $1.71M
|
25.4K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-20.8K- 42.82% |
$1.46M - $1.64M
|
27.8K
$2.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-19.7K- 82.4% |
$1.38M - $1.56M
|
4.22K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-19.2K- 72.11% |
$1.34M - $1.51M
|
7.41K
$568K
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-19K- 56.05% |
$1.33M - $1.5M
|
14.9K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-16.8K- 73.12% |
$1.18M - $1.33M
|
6.18K
$474K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.6K- 14.76% |
$1.16M - $1.31M
|
95.8K
$7.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-16.6K- 84.69% |
$1.16M - $1.31M
|
2.99K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-15.9K- 4.62% |
$1.12M - $1.26M
|
329K
$25.3M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-14K- 50.65% |
$978K - $1.1M
|
13.6K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-13.8K- 80.11% |
$963K - $1.09M
|
3.42K
$262K
|
|
|
Jul 22, 2024
Q2 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-10.1K- 6.1% |
$707K - $797K
|
155K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
CALL |
-10K- 5.13% |
$700K - $789K
|
185K
$14.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-9.36K- 4.15% |
$655K - $738K
|
216K
$16.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.68K- 60.42% |
$468K - $527K
|
4.38K
$336K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-6.18K- 41.41% |
$433K - $487K
|
8.74K
$671K
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-6K- 50.0% |
$420K - $473K
|
6K
$461K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.7K- 5.09% |
$399K - $450K
|
106K
$8.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-5.67K- 5.75% |
$397K - $447K
|
92.9K
$7.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-4.84K- 9.33% |
$339K - $382K
|
47K
$3.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-4.48K- 39.61% |
$314K - $353K
|
6.83K
$524K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.14K- 35.03% |
$290K - $327K
|
7.69K
$590K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.82K- 56.54% |
$268K - $301K
|
2.94K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Soapstone Management L.P.
Chevy Chase, MD |
SELL
|
- |
-3.75K- 15.0% |
$263K - $296K
|
21.3K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.5K- 27.62% |
$245K - $276K
|
9.16K
$703K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.07K- 4.01% |
$215K - $242K
|
73.5K
$5.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-3.06K- 14.01% |
$214K - $241K
|
18.8K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3K- 42.73% |
$210K - $237K
|
4.02K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.72K- 23.75% |
$190K - $214K
|
8.73K
$670K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.52K- 43.67% |
$177K - $199K
|
3.25K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.06K- 12.85% |
$145K - $163K
|
14K
$1.07M
|
|
|
Jul 02, 2024
Q2 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-2K- 10.21% |
$140K - $158K
|
17.6K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.72K- 38.31% |
$120K - $135K
|
2.77K
$212K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.69K- 34.29% |
$119K - $134K
|
3.25K
$249K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.6K- 33.4% |
$112K - $127K
|
3.2K
$246K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.58K- 18.1% |
$110K - $124K
|
7.13K
$547K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1.42K- 73.92% |
$99.7K - $112K
|
502
$38.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.36K- 3.77% |
$95.2K - $107K
|
34.7K
$2.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.26K- 23.54% |
$88.5K - $99.7K
|
4.11K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-1.25K- 4.92% |
$87.8K - $98.9K
|
24.2K
$1.86M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.25K- 41.15% |
$87.5K - $98.6K
|
1.79K
$137K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.24K- 30.55% |
$87K - $98.1K
|
2.83K
$217K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-1.23K- 2.67% |
$86.1K - $97K
|
44.8K
$3.44M
|