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 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-6.2K- 4.76% |
$383K - $471K
|
124K
$9.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-6.17K- 22.03% |
$381K - $469K
|
21.8K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Fosun International LTD
|
SELL
|
- |
-6.15K- 29.09% |
$379K - $468K
|
15K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-6.08K- 48.32% |
$375K - $462K
|
6.5K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-6.06K- 9.36% |
$374K - $461K
|
58.7K
$4.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-5.9K- 45.47% |
$364K - $448K
|
7.07K
$543K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-5.86K- 15.45% |
$362K - $446K
|
32.1K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-5.81K- 13.08% |
$358K - $442K
|
38.6K
$2.96M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.76K- 2.81% |
$356K - $438K
|
199K
$15.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.75K- 18.91% |
$355K - $437K
|
24.6K
$1.89M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5.73K- 50.55% |
$354K - $436K
|
5.6K
$430K
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-5.69K- 15.19% |
$351K - $433K
|
31.8K
$2.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5.61K- 32.75% |
$346K - $427K
|
11.5K
$884K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.58K- 30.78% |
$345K - $425K
|
12.6K
$964K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5.58K- 4.2% |
$345K - $425K
|
127K
$9.78M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-5.57K- 18.5% |
$344K - $424K
|
24.5K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-5.55K- 13.69% |
$343K - $422K
|
35K
$2.69M
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-5.54K- 23.07% |
$342K - $421K
|
18.5K
$1.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.4K- 0.81% |
$334K - $411K
|
665K
$51.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.31K- 16.17% |
$328K - $404K
|
27.5K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5.3K- 3.96% |
$327K - $404K
|
129K
$9.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-5.27K- 2.49% |
$325K - $401K
|
206K
$15.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-5.26K- 19.67% |
$325K - $400K
|
21.5K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.24K- 10.54% |
$324K - $399K
|
44.5K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.16K- 30.26% |
$319K - $392K
|
11.9K
$913K
|
|
|
Nov 08, 2024
Q3 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-5.08K- 1.67% |
$314K - $387K
|
300K
$23M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-5.03K- 87.83% |
$310K - $382K
|
696
$53.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-4.97K- 69.55% |
$307K - $378K
|
2.18K
$167K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-4.93K- 3.99% |
$304K - $375K
|
118K
$9.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-4.93K- 12.02% |
$304K - $375K
|
36.1K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-4.79K- 25.92% |
$296K - $365K
|
13.7K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.72K- 1.99% |
$291K - $359K
|
232K
$17.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-4.63K- 0.73% |
$286K - $352K
|
630K
$48.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.62K- 1.26% |
$285K - $352K
|
364K
$27.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.58K- 8.54% |
$283K - $348K
|
49K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.46K- 5.43% |
$275K - $339K
|
77.7K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-4.46K- 0.95% |
$275K - $339K
|
463K
$35.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-4.41K- 3.28% |
$272K - $336K
|
130K
$9.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-4.41K- 12.22% |
$272K - $335K
|
31.7K
$2.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-4.4K- 0.44% |
$272K - $335K
|
994K
$76.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.4K- 26.08% |
$271K - $334K
|
12.5K
$956K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.3K- 2.29% |
$266K - $327K
|
184K
$14.1M
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-4.3K- 34.13% |
$265K - $327K
|
8.3K
$637K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-4.3K- 13.33% |
$265K - $327K
|
28K
$2.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.3K- 29.0% |
$265K - $327K
|
10.5K
$807K
|
|
|
Nov 14, 2024
Q3 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-4.27K- 4.84% |
$263K - $324K
|
83.8K
$6.43M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.21K- 15.05% |
$260K - $321K
|
23.8K
$1.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-4.2K- 49.63% |
$259K - $320K
|
4.26K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.09K- 2.28% |
$252K - $311K
|
175K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-4.08K- 2.77% |
$252K - $310K
|
143K
$11M
|