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, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-7.26K- 13.23% |
$344K - $415K
|
47.6K
$3.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-6.68K- 52.7% |
$316K - $382K
|
5.99K
$460K
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-5.8K- 3.52% |
$275K - $331K
|
159K
$12.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-5.4K- 4.8% |
$256K - $309K
|
107K
$8.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-4.59K- 85.17% |
$217K - $262K
|
799
$61.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
SELL
|
- |
-4.4K- 30.0% |
$208K - $251K
|
10.3K
$788K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-4.13K- 20.47% |
$196K - $236K
|
16.1K
$1.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.58K- 3.17% |
$122K - $148K
|
78.9K
$6.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.2K- 5.86% |
$104K - $126K
|
35.3K
$2.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.57K- 10.35% |
$74.6K - $89.9K
|
13.6K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-1.26K- 50.26% |
$59.7K - $72.1K
|
1.25K
$95.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-1.14K- 3.88% |
$54.1K - $65.3K
|
28.3K
$2.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.06K- 15.62% |
$50.4K - $60.8K
|
5.75K
$441K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 4.8% |
$49.5K - $59.7K
|
20.7K
$1.59M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.02K- 94.36% |
$48.3K - $58.3K
|
61
$4.68K
|
|
|
Aug 14, 2023
Q2 2023
|
Difesa Capital Management, LP
New York, NY |
SELL
|
- |
-925- 3.6% |
$43.8K - $52.9K
|
24.8K
$1.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-851- 68.91% |
$40.3K - $48.6K
|
384
$29.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-810- 57.04% |
$38.4K - $46.3K
|
610
$46.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-771- 2.23% |
$36.5K - $44.1K
|
33.9K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-450- 61.48% |
$21.3K - $25.7K
|
282
$21.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-395- 39.3% |
$18.7K - $22.6K
|
610
$46.8K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-384- 11.53% |
$18.2K - $21.9K
|
2.95K
$226K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-296- 2.59% |
$14K - $16.9K
|
11.1K
$853K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200- 5.13% |
$9.47K - $11.4K
|
3.7K
$284K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-195- 3.08% |
$9.24K - $11.1K
|
6.13K
$471K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-119- 0.82% |
$5.64K - $6.8K
|
14.3K
$1.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-108- 46.55% |
$5.12K - $6.17K
|
124
$9.52K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-59- 0.27% |
$2.79K - $3.37K
|
21.6K
$1.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-46- 2.13% |
$2.18K - $2.63K
|
2.11K
$162K
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-31- 0.68% |
$1.47K - $1.77K
|
4.51K
$346K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-16- 29.63% |
$758 - $914
|
38
$2.92K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-15- 6.91% |
$711 - $857
|
202
$15.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-14- 0.08% |
$663 - $800
|
18.1K
$1.39M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-2.36M- 98.14% |
$122M - $202M
|
44.8K
$3.44M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-320K- 92.53% |
$16.6M - $27.4M
|
25.8K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-297K- 96.95% |
$15.4M - $25.4M
|
9.36K
$718K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-66.8K- 92.75% |
$3.47M - $5.72M
|
5.22K
$401K
|
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-52.7K- 12.46% |
$2.73M - $4.51M
|
370K
$28.4M
|
|
|
May 12, 2023
Q1 2023
|
Manchester Global Management (Uk) LTD
London, X0 |
SELL
|
- |
-37.4K- 49.28% |
$1.94M - $3.2M
|
38.5K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-21.5K- 26.74% |
$1.12M - $1.84M
|
59K
$4.53M
|
|
|
May 12, 2023
Q1 2023
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-13.6K- 1.6% |
$705K - $1.16M
|
837K
$64.3M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-11.1K- 93.44% |
$577K - $952K
|
781
$59.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-10.2K- 86.78% |
$529K - $872K
|
1.55K
$119K
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-5K- 10.34% |
$260K - $428K
|
43.4K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.58K- 49.22% |
$237K - $392K
|
4.72K
$362K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.13K- 51.63% |
$214K - $353K
|
3.87K
$297K
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.92K- 4.6% |
$152K - $250K
|
60.5K
$4.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.83K- 12.53% |
$94.9K - $157K
|
12.8K
$980K
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.28K- 24.44% |
$66.2K - $109K
|
3.94K
$303K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.22KClosed |
$63.3K - $104K
|
0
$0
|
|