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 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-962- 11.74% |
$67.4K - $75.9K
|
7.23K
$535K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-960- 11.31% |
$67.2K - $75.7K
|
7.53K
$557K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-719- 3.28% |
$50.4K - $56.7K
|
21.2K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-619- 2.62% |
$43.3K - $48.8K
|
23K
$1.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-550- 23.06% |
$38.5K - $43.4K
|
1.84K
$136K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-500- 92.76% |
$35K - $39.5K
|
39
$2.88K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-500- 22.62% |
$35K - $39.5K
|
1.71K
$126K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
SELL
|
- |
-482- 1.09% |
$33.8K - $38K
|
43.8K
$3.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-423- 9.38% |
$29.6K - $33.4K
|
4.09K
$302K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-400- 6.11% |
$28K - $31.6K
|
6.14K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-361- 10.2% |
$25.3K - $28.5K
|
3.18K
$235K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-351- 10.44% |
$24.6K - $27.7K
|
3.01K
$223K
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-345- 37.3% |
$24.2K - $27.2K
|
580
$42.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-335- 6.8% |
$23.5K - $26.4K
|
4.6K
$340K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-329- 17.1% |
$23K - $26K
|
1.6K
$118K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-321- 9.03% |
$22.5K - $25.3K
|
3.23K
$239K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-319- 5.55% |
$22.3K - $25.2K
|
5.43K
$402K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-316- 2.12% |
$22.1K - $24.9K
|
14.6K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-311- 5.23% |
$21.8K - $24.5K
|
5.63K
$417K
|
|
|
Jul 18, 2024
Q2 2024
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-276- 0.92% |
$19.3K - $21.8K
|
29.8K
$2.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-260- 94.89% |
$18.2K - $20.5K
|
14
$1.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-250- 3.52% |
$17.5K - $19.7K
|
6.85K
$507K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-215- 99.08% |
$15.1K - $17K
|
2
$148
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-205- 6.81% |
$14.4K - $16.2K
|
2.8K
$207K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-201- 5.59% |
$14.1K - $15.9K
|
3.4K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-195- 0.69% |
$13.7K - $15.4K
|
28K
$2.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-193- 3.72% |
$13.5K - $15.2K
|
5K
$370K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-162- 4.55% |
$11.3K - $12.8K
|
3.4K
$251K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-152- 2.41% |
$10.6K - $12K
|
6.16K
$455K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-150- 0.54% |
$10.5K - $11.8K
|
27.6K
$2.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-141- 60.78% |
$9.87K - $11.1K
|
91
$6.73K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-133- 56.6% |
$9.31K - $10.5K
|
102
$7.54K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-126- 0.91% |
$8.82K - $9.94K
|
13.8K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-126- 57.27% |
$8.82K - $9.94K
|
94
$6.95K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-118- 7.69% |
$8.26K - $9.31K
|
1.42K
$105K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-118- 72.39% |
$8.26K - $9.31K
|
45
$3.33K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-115- 69.7% |
$8.05K - $9.07K
|
50
$3.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-110- 0.2% |
$7.7K - $8.68K
|
54.6K
$4.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-109- 1.64% |
$7.63K - $8.6K
|
6.55K
$484K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-99- 0.04% |
$6.93K - $7.81K
|
251K
$18.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-95- 1.86% |
$6.65K - $7.5K
|
5.01K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-80- 1.76% |
$5.6K - $6.31K
|
4.46K
$330K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-80- 2.76% |
$5.6K - $6.31K
|
2.81K
$208K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-75- 9.07% |
$5.25K - $5.92K
|
752
$55.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-74- 12.69% |
$5.18K - $5.84K
|
509
$37.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-70- 16.59% |
$4.9K - $5.52K
|
352
$26K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-68- 30.09% |
$4.76K - $5.37K
|
158
$11.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-62- 0.89% |
$4.34K - $4.89K
|
6.88K
$509K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-51- 1.55% |
$3.57K - $4.02K
|
3.24K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-49- 2.99% |
$3.43K - $3.87K
|
1.59K
$118K
|