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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-10.9K- 22.88% |
$670K - $826K
|
36.6K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.7K- 26.94% |
$659K - $812K
|
28.9K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.6K- 3.19% |
$653K - $804K
|
321K
$24.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-10.5K- 1.76% |
$648K - $799K
|
585K
$44.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.4K- 10.01% |
$644K - $794K
|
93.8K
$7.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10.3K- 17.95% |
$638K - $787K
|
47.3K
$3.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-10.2K- 26.21% |
$629K - $775K
|
28.7K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-10.1K- 7.38% |
$626K - $771K
|
127K
$9.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-10.1K- 13.07% |
$625K - $770K
|
67.4K
$5.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-10.1K- 21.99% |
$624K - $769K
|
35.8K
$2.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-10K- 4.13% |
$617K - $760K
|
232K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-9.9K- 2.44% |
$611K - $753K
|
395K
$30.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-9.89K- 22.55% |
$611K - $752K
|
34K
$2.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-9.88K- 15.79% |
$610K - $751K
|
52.7K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-9.55K- 54.54% |
$590K - $727K
|
7.96K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9.47K- 90.7% |
$585K - $721K
|
971
$74.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-9.25K- 20.24% |
$571K - $704K
|
36.5K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-8.9K- 11.19% |
$549K - $677K
|
70.6K
$5.42M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-8.88K- 9.23% |
$548K - $676K
|
87.3K
$6.7M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-8.87K- 14.72% |
$548K - $675K
|
51.4K
$3.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.71K- 93.49% |
$538K - $663K
|
607
$46.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.66K- 4.3% |
$534K - $659K
|
193K
$14.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-8.44K- 2.39% |
$521K - $642K
|
344K
$26.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-8.43K- 7.49% |
$520K - $641K
|
104K
$7.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-8.41K- 2.79% |
$519K - $640K
|
293K
$22.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-8.4K- 2.65% |
$519K - $639K
|
308K
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-8.33K- 6.74% |
$514K - $634K
|
115K
$8.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-8.25K- 31.4% |
$510K - $628K
|
18K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-8.23K- 6.77% |
$508K - $626K
|
113K
$8.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-8.13K- 46.85% |
$502K - $618K
|
9.22K
$708K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.08K- 1.2% |
$499K - $614K
|
666K
$51.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.86K- 2.59% |
$486K - $598K
|
295K
$22.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-7.85K- 90.25% |
$484K - $597K
|
848
$65.1K
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-7.85K- 4.51% |
$484K - $597K
|
166K
$12.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-7.67K- 71.21% |
$473K - $583K
|
3.1K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-7.66K- 18.11% |
$473K - $583K
|
34.6K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-7.64K- 4.85% |
$472K - $581K
|
150K
$11.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.61K- 28.37% |
$470K - $579K
|
19.2K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-7.57K- 99.95% |
$467K - $576K
|
4
$307
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-7.35K- 13.13% |
$454K - $559K
|
48.6K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-7.24K- 34.15% |
$447K - $551K
|
14K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-7.18K- 33.32% |
$443K - $546K
|
14.4K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-7.14K- 17.66% |
$441K - $543K
|
33.3K
$2.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.6K- 12.8% |
$408K - $502K
|
45K
$3.45M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.59K- 41.78% |
$407K - $501K
|
9.18K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-6.55K- 0.72% |
$404K - $498K
|
907K
$69.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.54K- 49.4% |
$404K - $497K
|
6.7K
$514K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-6.43K- 6.09% |
$397K - $489K
|
99.1K
$7.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-6.4K- 46.76% |
$395K - $487K
|
7.28K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.26K- 25.28% |
$386K - $476K
|
18.5K
$1.42M
|