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 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-2.69K- 41.88% |
$192K - $225K
|
3.73K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.66K- 2.99% |
$190K - $223K
|
86.4K
$7.97M
|
|
|
May 13, 2025
Q1 2025
|
Lgt Group Foundation
|
SELL
|
- |
-2.63K- 3.94% |
$188K - $220K
|
64.2K
$5.93M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.6K- 1.25% |
$185K - $217K
|
205K
$19M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.6K- 1.79% |
$185K - $217K
|
142K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.58K- 3.22% |
$183K - $215K
|
77.5K
$7.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-2.56K- 36.83% |
$182K - $214K
|
4.38K
$405K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.51K- 21.55% |
$179K - $210K
|
9.15K
$845K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.5K- 11.15% |
$178K - $209K
|
19.9K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.48K- 3.78% |
$176K - $207K
|
63K
$5.82M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2.48K- 4.04% |
$176K - $207K
|
58.8K
$5.42M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.46K- 8.1% |
$175K - $206K
|
27.9K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.45K- 0.51% |
$175K - $205K
|
477K
$44M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-2.45K- 0.82% |
$175K - $205K
|
298K
$27.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.44K- 1.93% |
$174K - $204K
|
124K
$11.4M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-2.36K- 12.87% |
$168K - $197K
|
16K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-2.26K- 90.34% |
$161K - $189K
|
242
$22.3K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.23K- 3.18% |
$159K - $186K
|
67.7K
$6.25M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-2.22K- 3.17% |
$158K - $185K
|
67.8K
$6.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.09K- 93.52% |
$149K - $175K
|
145
$13.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-2.06K- 25.44% |
$147K - $172K
|
6.04K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.04K- 7.35% |
$145K - $171K
|
25.7K
$2.38M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2K- 39.09% |
$142K - $167K
|
3.11K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.97K- 1.9% |
$140K - $165K
|
102K
$9.4M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.96K- 15.55% |
$140K - $164K
|
10.6K
$982K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.96K- 7.0% |
$139K - $164K
|
26K
$2.4M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.95K- 14.63% |
$139K - $163K
|
11.4K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-1.92K- 5.77% |
$137K - $161K
|
31.4K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-1.91K- 13.26% |
$136K - $159K
|
12.5K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.88K- 9.55% |
$134K - $157K
|
17.8K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.84K- 37.03% |
$131K - $154K
|
3.13K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.8K- 17.79% |
$128K - $151K
|
8.32K
$768K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.8K- 21.02% |
$128K - $150K
|
6.75K
$623K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.79K- 1.79% |
$127K - $150K
|
98.3K
$9.08M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.78K- 3.66% |
$127K - $149K
|
46.8K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.73K- 25.49% |
$123K - $144K
|
5.04K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.71K- 1.31% |
$122K - $143K
|
129K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.71K- 1.86% |
$122K - $143K
|
89.8K
$8.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.71K- 22.69% |
$122K - $143K
|
5.81K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.68K- 11.5% |
$120K - $141K
|
12.9K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-1.66K- 3.05% |
$118K - $139K
|
52.9K
$4.88M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.64K- 3.31% |
$116K - $137K
|
47.8K
$4.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.63K- 2.11% |
$116K - $137K
|
75.8K
$7M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.63K- 15.95% |
$116K - $136K
|
8.57K
$791K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-1.61K- 9.38% |
$114K - $134K
|
15.5K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.6K- 7.9% |
$114K - $134K
|
18.7K
$1.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.6K- 20.58% |
$114K - $134K
|
6.17K
$569K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.6K- 4.46% |
$114K - $134K
|
34.3K
$3.16M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 8.59% |
$112K - $131K
|
16.7K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.54K- 2.08% |
$110K - $129K
|
72.7K
$6.72M
|