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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-30K- 16.05% |
$2.14M - $2.51M
|
157K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-30K- 0.4% |
$2.14M - $2.51M
|
7.43M
$686M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-28.5K- 0.35% |
$2.03M - $2.38M
|
8.21M
$758M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25.5K- 7.88% |
$1.81M - $2.13M
|
298K
$27.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.6K- 6.15% |
$1.75M - $2.06M
|
376K
$34.7M
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-23.9K- 9.45% |
$1.7M - $2M
|
229K
$21.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-23.8K- 3.19% |
$1.7M - $1.99M
|
723K
$66.7M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-23.8K- 11.83% |
$1.7M - $1.99M
|
178K
$16.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.1K- 14.09% |
$1.65M - $1.93M
|
141K
$13M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-23K- 4.03% |
$1.64M - $1.92M
|
547K
$50.5M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-22.9K- 9.39% |
$1.63M - $1.92M
|
221K
$20.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22.6K- 82.0% |
$1.61M - $1.89M
|
4.97K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-22.6K- 16.4% |
$1.61M - $1.89M
|
115K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-22.6K- 3.9% |
$1.61M - $1.89M
|
558K
$51.5M
|
|
|
May 14, 2025
Q1 2025
|
Maplelane Capital, LLC
New York, NY |
SELL
|
- |
-22.5K- 10.12% |
$1.6M - $1.88M
|
200K
$18.5M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21.9K- 17.77% |
$1.56M - $1.83M
|
102K
$9.37M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-21.9K- 2.82% |
$1.56M - $1.83M
|
756K
$69.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.7K- 5.59% |
$1.55M - $1.81M
|
366K
$33.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-21.2K- 85.04% |
$1.51M - $1.78M
|
3.74K
$345K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-20.7K- 3.87% |
$1.47M - $1.73M
|
513K
$47.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-20.6K- 41.17% |
$1.47M - $1.72M
|
29.4K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-20.6K- 17.22% |
$1.47M - $1.72M
|
98.9K
$9.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.5K- 10.69% |
$1.46M - $1.72M
|
171K
$15.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-20.4K- 16.08% |
$1.45M - $1.71M
|
106K
$9.83M
|
|
|
May 14, 2025
Q1 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-18.9K- 2.13% |
$1.34M - $1.58M
|
867K
$80M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-18K- 48.61% |
$1.29M - $1.51M
|
19.1K
$1.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-17.9K- 9.12% |
$1.28M - $1.5M
|
178K
$16.5M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-17.9K- 2.72% |
$1.27M - $1.5M
|
641K
$59.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-17.8K- 50.29% |
$1.27M - $1.49M
|
17.6K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-17.6K- 1.67% |
$1.25M - $1.47M
|
1.04M
$95.8M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-16.7K- 58.6% |
$1.19M - $1.4M
|
11.8K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-16.5K- 98.72% |
$1.18M - $1.38M
|
214
$19.8K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-16.3K- 80.45% |
$1.16M - $1.36M
|
3.95K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-16.2K- 18.55% |
$1.15M - $1.35M
|
70.9K
$6.55M
|
|
|
May 14, 2025
Q1 2025
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-16K- 11.94% |
$1.14M - $1.34M
|
118K
$10.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-15.4K- 57.73% |
$1.1M - $1.29M
|
11.3K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-15.1K- 5.83% |
$1.08M - $1.26M
|
244K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-14.7K- 97.48% |
$1.05M - $1.23M
|
381
$35.2K
|
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-14.2K- 47.47% |
$1.01M - $1.18M
|
15.7K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-13.5K- 21.33% |
$958K - $1.13M
|
49.6K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-13.4K- 26.53% |
$952K - $1.12M
|
37K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-13.3K- 80.04% |
$950K - $1.12M
|
3.33K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-12.4K- 63.57% |
$885K - $1.04M
|
7.12K
$657K
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-12.3K- 24.36% |
$873K - $1.03M
|
38.1K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-12.1K- 11.84% |
$863K - $1.01M
|
90.2K
$8.33M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-11.8K- 6.45% |
$837K - $983K
|
171K
$15.7M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-11.3K- 0.9% |
$806K - $946K
|
1.25M
$115M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11.1K- 26.82% |
$792K - $930K
|
30.3K
$2.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11.1K- 10.55% |
$790K - $928K
|
94.1K
$8.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-10.9K- 66.58% |
$775K - $910K
|
5.46K
$504K
|