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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-2.95K- 66.14% |
$183K - $214K
|
1.51K
$139K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.55K- 0.6% |
$158K - $184K
|
419K
$38.7M
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.6K- 28.8% |
$98.9K - $116K
|
3.95K
$365K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.21K- 29.15% |
$74.9K - $87.6K
|
2.94K
$272K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-921- 18.53% |
$57K - $66.7K
|
4.05K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-800- 18.6% |
$49.5K - $57.9K
|
3.5K
$323K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-748- 24.25% |
$46.3K - $54.1K
|
2.34K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-568- 34.45% |
$35.2K - $41.1K
|
1.08K
$99.8K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-552- 0.91% |
$34.2K - $40K
|
60K
$5.54M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-450- 76.01% |
$27.9K - $32.6K
|
142
$13.1K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-435- 50.0% |
$26.9K - $31.5K
|
435
$40.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-287- 63.78% |
$17.8K - $20.8K
|
163
$15K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-265- 37.06% |
$16.4K - $19.2K
|
450
$41.5K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-231- 6.8% |
$14.3K - $16.7K
|
3.17K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-200- 25.0% |
$12.4K - $14.5K
|
600
$55.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-200- 22.22% |
$12.4K - $14.5K
|
700
$64.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-165- 37.5% |
$10.2K - $11.9K
|
275
$25.4K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-155- 0.48% |
$9.59K - $11.2K
|
32.2K
$2.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-152- 1.66% |
$9.41K - $11K
|
9.02K
$833K
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-140- 1.95% |
$8.66K - $10.1K
|
7.04K
$650K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-122- 0.44% |
$7.55K - $8.83K
|
27.7K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-99- 1.39% |
$6.13K - $7.17K
|
7.03K
$649K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-97- 31.49% |
$6K - $7.02K
|
211
$19.5K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-82- 1.7% |
$5.07K - $5.94K
|
4.74K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-77- 0.2% |
$4.77K - $5.57K
|
39.3K
$3.63M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-75- 61.98% |
$4.64K - $5.43K
|
46
$4.25K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-68- 0.8% |
$4.21K - $4.92K
|
8.39K
$774K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-57- 8.36% |
$3.53K - $4.13K
|
625
$57.7K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-52- 9.42% |
$3.22K - $3.76K
|
500
$46.2K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-43- 12.84% |
$2.66K - $3.11K
|
292
$27K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-24- 0.37% |
$1.49K - $1.74K
|
6.51K
$601K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-22- 0.1% |
$1.36K - $1.59K
|
22K
$2.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-20- 1.51% |
$1.24K - $1.45K
|
1.31K
$121K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-15- 0.16% |
$928 - $1.09K
|
9.24K
$853K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-10- 0.32% |
$619 - $724
|
3.08K
$285K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-774K- 31.48% |
$38.2M - $55M
|
1.69M
$156M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-167K- 1.92% |
$8.21M - $11.8M
|
8.51M
$786M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-131K- 70.1% |
$6.48M - $9.32M
|
56K
$5.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-71.8K- 53.07% |
$3.54M - $5.1M
|
63.5K
$5.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-62.2K- 82.74% |
$3.07M - $4.42M
|
13K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-51.4K- 93.83% |
$2.53M - $3.65M
|
3.38K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-36.5K- 58.57% |
$1.8M - $2.59M
|
25.8K
$2.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-21.7K- 81.84% |
$1.07M - $1.54M
|
4.82K
$445K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-14.4K- 31.46% |
$712K - $1.02M
|
31.5K
$2.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-10.3K- 37.66% |
$509K - $732K
|
17.1K
$1.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10K- 22.2% |
$493K - $710K
|
35K
$3.24M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-9.57K- 54.1% |
$472K - $679K
|
8.12K
$749K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-5K- 33.33% |
$247K - $355K
|
10K
$923K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-4.8K- 97.19% |
$237K - $341K
|
139
$12.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-4.8K- 43.19% |
$237K - $341K
|
6.31K
$583K
|
|