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 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-10.7K- 66.16% |
$765K - $898K
|
5.49K
$507K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-10.7K- 16.14% |
$763K - $896K
|
55.6K
$5.14M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-10.6K- 1.76% |
$755K - $887K
|
593K
$54.7M
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-10.5K- 12.11% |
$746K - $876K
|
76K
$7.02M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10.4K- 5.18% |
$740K - $869K
|
190K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 44.66% |
$732K - $860K
|
12.7K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-10.1K- 16.88% |
$720K - $845K
|
49.7K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-9.73K- 4.62% |
$693K - $814K
|
201K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.69K- 15.32% |
$690K - $810K
|
53.5K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-9.5K- 31.88% |
$677K - $795K
|
20.3K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-9.41K- 6.84% |
$670K - $787K
|
128K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-9.36K- 15.65% |
$667K - $783K
|
50.4K
$4.66M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-8.9K- 23.7% |
$634K - $744K
|
28.6K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-8.82K- 3.24% |
$628K - $738K
|
263K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8.74K- 8.42% |
$622K - $731K
|
95.1K
$8.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-8.53K- 5.57% |
$607K - $713K
|
145K
$13.3M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-8.23K- 41.56% |
$586K - $689K
|
11.6K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.2K- 33.53% |
$584K - $686K
|
16.3K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-8.2K- 3.59% |
$584K - $686K
|
220K
$20.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-8K- 1.3% |
$570K - $669K
|
609K
$56.2M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-7.96K- 15.07% |
$567K - $666K
|
44.9K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Timucuan Asset Management Inc
Jacksonville, FL |
SELL
|
- |
-7.88K- 0.24% |
$561K - $659K
|
3.27M
$302M
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-7.75K- 68.62% |
$552K - $648K
|
3.55K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.75K- 60.62% |
$552K - $648K
|
5.04K
$465K
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-7.6K- 3.8% |
$541K - $636K
|
192K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-7.54K- 1.67% |
$537K - $631K
|
443K
$40.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-7.49K- 19.79% |
$533K - $626K
|
30.3K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-7.37K- 54.93% |
$525K - $617K
|
6.05K
$558K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-7.37K- 16.4% |
$525K - $616K
|
37.5K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7.31K- 64.2% |
$521K - $611K
|
4.08K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-7.23K- 38.18% |
$515K - $605K
|
11.7K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-7.2K- 7.03% |
$513K - $602K
|
95.2K
$8.79M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-7K- 0.24% |
$499K - $586K
|
2.92M
$270M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-6.97K- 92.58% |
$497K - $583K
|
559
$51.6K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.83K- 1.77% |
$486K - $571K
|
378K
$34.9M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.82K- 2.43% |
$486K - $570K
|
273K
$25.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-6.77K- 12.3% |
$482K - $566K
|
48.3K
$4.46M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.53K- 2.7% |
$465K - $546K
|
235K
$21.7M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-6.21K- 3.06% |
$442K - $519K
|
196K
$18.1M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.2K- 3.75% |
$442K - $519K
|
159K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-6.07K- 1.03% |
$432K - $507K
|
582K
$53.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-6.02K- 47.74% |
$429K - $504K
|
6.6K
$609K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.9K- 39.6% |
$420K - $493K
|
9K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-5.85K- 6.72% |
$416K - $489K
|
81.2K
$7.49M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5.74K- 8.57% |
$409K - $480K
|
61.3K
$5.66M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.63K- 49.61% |
$401K - $471K
|
5.72K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-5.24K- 3.7% |
$373K - $438K
|
136K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.19K- 11.98% |
$370K - $434K
|
38.1K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.03K- 2.94% |
$358K - $421K
|
166K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-4.85K- 5.83% |
$345K - $405K
|
78.3K
$7.23M
|