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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.52K- 3.37% |
$108K - $127K
|
43.6K
$4.02M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.51K- 30.17% |
$108K - $126K
|
3.5K
$323K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.5K- 49.28% |
$107K - $125K
|
1.54K
$143K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.5K- 7.25% |
$107K - $125K
|
19.2K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.47K- 17.63% |
$104K - $123K
|
6.85K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.44K- 10.48% |
$103K - $120K
|
12.3K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.41K- 1.85% |
$101K - $118K
|
75K
$6.92M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.4K- 3.13% |
$99.7K - $117K
|
43.3K
$4M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.39K- 4.04% |
$99K - $116K
|
33K
$3.05M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.37K- 25.07% |
$97.7K - $115K
|
4.1K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.36K- 16.06% |
$96.7K - $114K
|
7.1K
$655K
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
SELL
|
- |
-1.35K- 2.78% |
$96K - $113K
|
47.1K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.34K- 6.42% |
$95.5K - $112K
|
19.6K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.34K- 0.8% |
$95.1K - $112K
|
165K
$15.2M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1.33K- 17.13% |
$94.7K - $111K
|
6.43K
$594K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.3K- 0.58% |
$92.7K - $109K
|
223K
$20.6M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.3K- 1.06% |
$92.3K - $108K
|
121K
$11.2M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.29K- 13.42% |
$92K - $108K
|
8.33K
$769K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.29K- 74.08% |
$91.8K - $108K
|
451
$41.6K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.29K- 6.03% |
$91.7K - $108K
|
20K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-1.27K- 9.41% |
$90.5K - $106K
|
12.2K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-1.27K- 2.01% |
$90.1K - $106K
|
61.7K
$5.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.27K- 3.7% |
$90.1K - $106K
|
32.9K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.25K- 11.6% |
$89.1K - $105K
|
9.53K
$880K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.24K- 1.02% |
$88.1K - $103K
|
120K
$11.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.23K- 4.68% |
$87.3K - $103K
|
25K
$2.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.22K- 19.0% |
$86.6K - $102K
|
5.19K
$479K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.22K- 19.42% |
$86.6K - $102K
|
5.04K
$466K
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-1.21K- 6.56% |
$86.3K - $101K
|
17.2K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.21K- 3.59% |
$86.1K - $101K
|
32.5K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 1.09% |
$83.6K - $98.1K
|
107K
$9.84M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.16K- 21.09% |
$82.6K - $96.9K
|
4.34K
$400K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.16K- 17.29% |
$82.3K - $96.6K
|
5.52K
$510K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.15K- 12.83% |
$82.2K - $96.5K
|
7.84K
$724K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.15K- 3.32% |
$81.9K - $96.2K
|
33.5K
$3.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.13K- 2.56% |
$80.3K - $94.3K
|
42.8K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 17.77% |
$79.1K - $92.8K
|
5.14K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.1K- 2.23% |
$78.6K - $92.3K
|
48.4K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-1.1K- 2.39% |
$78.4K - $92.1K
|
44.9K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.1K- 6.28% |
$78.4K - $92K
|
16.4K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.1K- 28.1% |
$78.2K - $91.8K
|
2.81K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-1.09K- 71.38% |
$77.7K - $91.2K
|
437
$40.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.09K- 7.31% |
$77.4K - $90.9K
|
13.8K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.08K- 23.24% |
$77.2K - $90.6K
|
3.58K
$330K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.08K- 3.28% |
$76.7K - $90.1K
|
31.8K
$2.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.08K- 12.32% |
$76.6K - $89.9K
|
7.65K
$706K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.07K- 11.2% |
$76.5K - $89.8K
|
8.52K
$786K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.07K- 1.71% |
$75.9K - $89.2K
|
61.3K
$5.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.06K- 6.66% |
$75.5K - $88.7K
|
14.9K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-1.05K- 6.35% |
$74.5K - $87.5K
|
15.4K
$1.42M
|