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 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-4.83K- 3.6% |
$344K - $404K
|
129K
$11.9M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.75K- 4.68% |
$338K - $397K
|
96.7K
$8.93M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-4.75KClosed |
$338K - $397K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-4.73K- 2.93% |
$337K - $396K
|
157K
$14.5M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-4.7K- 31.13% |
$335K - $393K
|
10.4K
$960K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-4.68K- 47.33% |
$334K - $392K
|
5.21K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.64K- 38.33% |
$330K - $388K
|
7.46K
$688K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-4.58K- 13.05% |
$326K - $383K
|
30.5K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-4.4K- 11.17% |
$313K - $368K
|
35K
$3.23M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.38K- 5.16% |
$312K - $366K
|
80.5K
$7.43M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.34K- 22.86% |
$309K - $363K
|
14.6K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-4.24K- 0.75% |
$302K - $354K
|
560K
$51.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-4.22K- 4.02% |
$300K - $353K
|
101K
$9.29M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.21K- 18.24% |
$300K - $352K
|
18.9K
$1.74M
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-4.11K- 20.24% |
$293K - $343K
|
16.2K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.1K- 2.54% |
$292K - $343K
|
157K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-4.1K- 52.06% |
$292K - $343K
|
3.78K
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.04K- 50.07% |
$288K - $338K
|
4.03K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4.01K- 78.11% |
$286K - $335K
|
1.12K
$104K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-4K- 6.79% |
$285K - $335K
|
54.9K
$5.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-3.95K- 43.33% |
$281K - $330K
|
5.17K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.88KClosed |
$277K - $325K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.8K- 0.4% |
$271K - $318K
|
958K
$88.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.79K- 97.0% |
$270K - $317K
|
117
$10.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-3.74K- 13.26% |
$266K - $313K
|
24.5K
$2.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.73K- 54.45% |
$266K - $312K
|
3.12K
$288K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.68K- 12.57% |
$262K - $308K
|
25.6K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.68K- 11.2% |
$262K - $307K
|
29.2K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-3.61K- 0.88% |
$257K - $302K
|
409K
$37.8M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.58K- 0.54% |
$255K - $299K
|
664K
$61.3M
|
|
|
May 15, 2025
Q1 2025
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-3.57K- 1.52% |
$254K - $298K
|
231K
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.48K- 20.09% |
$248K - $291K
|
13.8K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-3.42K- 2.11% |
$244K - $286K
|
159K
$14.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.39K- 2.52% |
$241K - $283K
|
131K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-3.38K- 0.42% |
$241K - $283K
|
795K
$73.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.37K- 1.28% |
$240K - $281K
|
260K
$24M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.36K- 30.35% |
$239K - $281K
|
7.7K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.26K- 53.32% |
$232K - $272K
|
2.85K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-3.21K- 9.85% |
$229K - $268K
|
29.4K
$2.71M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-3.2K- 26.47% |
$228K - $267K
|
8.88K
$820K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.18K- 14.56% |
$227K - $266K
|
18.7K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-3.13K- 1.96% |
$223K - $261K
|
156K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-3.04K- 99.9% |
$216K - $254K
|
3
$277
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.01K- 29.16% |
$214K - $251K
|
7.3K
$674K
|
|
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-3K- 13.33% |
$214K - $251K
|
19.5K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3K- 7.18% |
$214K - $251K
|
38.8K
$3.58M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.98K- 8.93% |
$212K - $249K
|
30.4K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.95K- 25.8% |
$210K - $247K
|
8.49K
$784K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-2.92K- 10.79% |
$208K - $244K
|
24.2K
$2.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.85K- 36.54% |
$203K - $238K
|
4.95K
$457K
|