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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-4K- 28.57% |
$247K - $304K
|
10K
$768K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.99K- 34.07% |
$246K - $304K
|
7.72K
$593K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.98K- 2.25% |
$246K - $303K
|
173K
$13.3M
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-3.96K- 16.61% |
$244K - $301K
|
19.9K
$1.53M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.94K- 3.69% |
$243K - $299K
|
103K
$7.88M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.92K- 8.15% |
$242K - $298K
|
44.2K
$3.4M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-3.92K- 21.8% |
$242K - $298K
|
14.1K
$1.08M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.91K- 3.8% |
$241K - $297K
|
98.8K
$7.59M
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-3.88K- 9.3% |
$239K - $295K
|
37.8K
$2.9M
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-3.87K- 0.89% |
$239K - $294K
|
433K
$33.2M
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-3.84K- 33.98% |
$237K - $292K
|
7.45K
$572K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.79K- 5.9% |
$234K - $288K
|
60.5K
$4.64M
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.75K- 7.24% |
$231K - $285K
|
48K
$3.68M
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.73K- 94.14% |
$230K - $284K
|
232
$17.8K
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.67K- 40.84% |
$227K - $279K
|
5.32K
$408K
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.59K- 39.41% |
$221K - $273K
|
5.51K
$423K
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-3.58K- 35.11% |
$221K - $272K
|
6.61K
$507K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-3.56K- 22.21% |
$220K - $271K
|
12.5K
$956K
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-3.5K- 34.48% |
$216K - $266K
|
6.65K
$511K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.49K- 25.55% |
$215K - $265K
|
10.2K
$780K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.42K- 11.35% |
$211K - $260K
|
26.7K
$2.05M
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-3.39K- 1.88% |
$209K - $258K
|
177K
$13.6M
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-3.37K- 10.27% |
$208K - $256K
|
29.4K
$2.26M
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.33K- 3.68% |
$206K - $253K
|
87.3K
$6.7M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.28K- 7.91% |
$203K - $250K
|
38.2K
$2.93M
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.26K- 28.67% |
$201K - $248K
|
8.1K
$622K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.25K- 19.35% |
$201K - $247K
|
13.5K
$1.04M
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.22K- 3.75% |
$199K - $245K
|
82.6K
$6.34M
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.2K- 1.52% |
$197K - $243K
|
207K
$15.9M
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-3.19K- 18.85% |
$197K - $243K
|
13.8K
$1.06M
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-3.15KClosed |
$194K - $239K
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.13K- 7.29% |
$193K - $238K
|
39.8K
$3.05M
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.08K- 4.46% |
$190K - $235K
|
66K
$5.07M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.08K- 0.79% |
$190K - $234K
|
387K
$29.7M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.06K- 7.51% |
$189K - $233K
|
37.7K
$2.9M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.03K- 23.14% |
$187K - $230K
|
10K
$771K
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.96K- 15.98% |
$183K - $225K
|
15.6K
$1.2M
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.9K- 6.29% |
$179K - $221K
|
43.3K
$3.32M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.88K- 1.35% |
$178K - $219K
|
210K
$16.1M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.88K- 6.59% |
$178K - $219K
|
40.8K
$3.13M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.87K- 11.92% |
$177K - $218K
|
21.2K
$1.63M
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.85K- 6.2% |
$176K - $216K
|
43.1K
$3.31M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.82K- 26.98% |
$174K - $215K
|
7.64K
$587K
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.8KClosed |
$173K - $213K
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.77K- 5.58% |
$171K - $210K
|
46.8K
$3.59M
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.71K- 0.83% |
$168K - $206K
|
325K
$25M
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.67K- 1.5% |
$165K - $203K
|
176K
$13.5M
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.67K- 30.85% |
$165K - $203K
|
5.98K
$459K
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.64K- 44.95% |
$163K - $201K
|
3.23K
$248K
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.61K- 21.63% |
$161K - $199K
|
9.46K
$726K
|