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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-4.8K- 43.19% |
$237K - $341K
|
6.31K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.18K- 9.48% |
$107K - $155K
|
20.8K
$1.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 12.55% |
$61.5K - $88.5K
|
8.69K
$643K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.2K- 41.35% |
$59.3K - $85.3K
|
1.71K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 56.7% |
$58K - $83.5K
|
898
$66.4K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1K- 97.85% |
$49.3K - $71K
|
22
$1.63K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-750- 1.34% |
$37K - $53.2K
|
55K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
SELL
|
- |
-710- 6.24% |
$35K - $50.4K
|
10.7K
$790K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-624- 8.5% |
$30.8K - $44.3K
|
6.72K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-350- 63.64% |
$17.3K - $24.8K
|
200
$14.8K
|
|
|
Feb 12, 2024
Q4 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-340- 51.13% |
$16.8K - $24.1K
|
325
$24K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-336- 7.14% |
$16.6K - $23.8K
|
4.37K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-325- 1.35% |
$16K - $23.1K
|
23.7K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-313- 6.83% |
$15.4K - $22.2K
|
4.27K
$316K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-252- 2.38% |
$12.4K - $17.9K
|
10.3K
$765K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-246Closed |
$12.1K - $17.5K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-239- 70.71% |
$11.8K - $17K
|
99
$7.32K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-204- 2.58% |
$10.1K - $14.5K
|
7.7K
$569K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-200- 26.28% |
$9.87K - $14.2K
|
561
$41.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-194- 14.09% |
$9.57K - $13.8K
|
1.18K
$87.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-156- 5.41% |
$7.7K - $11.1K
|
2.73K
$202K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-150- 3.66% |
$7.4K - $10.6K
|
3.95K
$292K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-136- 5.2% |
$6.71K - $9.65K
|
2.48K
$183K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-120- 2.62% |
$5.92K - $8.52K
|
4.46K
$330K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-80- 0.48% |
$3.95K - $5.68K
|
16.7K
$1.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-73- 1.59% |
$3.6K - $5.18K
|
4.52K
$334K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-43- 6.13% |
$2.12K - $3.05K
|
659
$48.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-41- 0.41% |
$2.02K - $2.91K
|
9.94K
$735K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-41- 0.56% |
$2.02K - $2.91K
|
7.27K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-40- 3.8% |
$1.97K - $2.84K
|
1.01K
$74.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-34- 61.82% |
$1.68K - $2.41K
|
21
$1.55K
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-25- 0.15% |
$1.23K - $1.77K
|
17K
$1.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-23- 50.0% |
$1.13K - $1.63K
|
23
$1.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-17- 23.29% |
$839 - $1.21K
|
56
$4.14K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-335K- 89.12% |
$18.2M - $22.8M
|
40.9K
$3.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-265K- 59.66% |
$14.4M - $18M
|
179K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-190K- 48.35% |
$10.3M - $12.9M
|
203K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-188K- 61.48% |
$10.2M - $12.7M
|
118K
$8.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Ycg, LLC
|
SELL
|
- |
-137K- 97.28% |
$7.43M - $9.31M
|
3.84K
$284K
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-95.1K- 94.65% |
$5.16M - $6.46M
|
5.37K
$397K
|
|
|
Nov 06, 2023
Q3 2023
|
Fore Capital, LLC
|
SELL
|
PUT |
-55K- 64.71% |
$2.98M - $3.74M
|
30K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-53.9K- 49.99% |
$2.92M - $3.66M
|
53.9K
$3.99M
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-28.2K- 53.45% |
$1.53M - $1.91M
|
24.5K
$1.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-26.8K- 13.35% |
$1.45M - $1.82M
|
174K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacific Heights Asset Management LLC
|
SELL
|
- |
-25K- 11.9% |
$1.36M - $1.7M
|
185K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lansdowne Partners (Uk) LLP
London, X0 |
SELL
|
- |
-17K- 19.54% |
$921K - $1.15M
|
70K
$5.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-15.2K- 57.58% |
$826K - $1.03M
|
11.2K
$830K
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-14.3K- 78.07% |
$776K - $973K
|
4.03K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-6.61K- 4.6% |
$358K - $449K
|
137K
$10.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-6.55K- 59.12% |
$355K - $445K
|
4.53K
$335K
|
|