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 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.04K- 11.5% |
$74.4K - $87.3K
|
8.04K
$742K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.02K- 11.28% |
$72.7K - $85.4K
|
8.03K
$741K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.02K- 10.13% |
$72.7K - $85.3K
|
9.05K
$835K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-1.01K- 40.61% |
$71.6K - $84.1K
|
1.47K
$136K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1K- 62.89% |
$71.2K - $83.6K
|
590
$54.5K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1K- 35.03% |
$71.2K - $83.6K
|
1.86K
$171K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-995- 4.36% |
$70.9K - $83.2K
|
21.8K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-984- 20.49% |
$70.1K - $82.3K
|
3.82K
$353K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-983- 1.79% |
$70K - $82.2K
|
53.8K
$4.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-982- 5.66% |
$70K - $82.1K
|
16.4K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-948- 1.23% |
$67.5K - $79.3K
|
76.3K
$7.05M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-944- 25.77% |
$67.3K - $79K
|
2.72K
$251K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-935- 0.67% |
$66.6K - $78.2K
|
138K
$12.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-924- 36.95% |
$65.8K - $77.3K
|
1.58K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-911- 0.52% |
$64.9K - $76.2K
|
174K
$16.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-909- 17.13% |
$64.8K - $76K
|
4.4K
$406K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-904- 10.54% |
$64.4K - $75.6K
|
7.67K
$708K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-901- 9.74% |
$64.2K - $75.4K
|
8.35K
$770K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-900- 3.9% |
$64.1K - $75.3K
|
22.2K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-900- 6.29% |
$64.1K - $75.3K
|
13.4K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-878- 8.88% |
$62.5K - $73.4K
|
9.01K
$832K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-869- 97.2% |
$61.9K - $72.7K
|
25
$2.31K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-860- 7.48% |
$61.3K - $71.9K
|
10.6K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-856- 7.62% |
$61K - $71.6K
|
10.4K
$958K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-848- 25.41% |
$60.4K - $70.9K
|
2.49K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-845- 2.02% |
$60.2K - $70.7K
|
41.1K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-837- 2.36% |
$59.6K - $70K
|
34.6K
$3.19M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-826- 6.97% |
$58.8K - $69.1K
|
11K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-824- 2.27% |
$58.7K - $68.9K
|
35.4K
$3.27M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-821- 0.83% |
$58.5K - $68.7K
|
98K
$9.05M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-814- 0.45% |
$58K - $68.1K
|
180K
$16.6M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-800- 18.04% |
$57K - $66.9K
|
3.64K
$336K
|
|
|
May 01, 2025
Q1 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-800- 2.84% |
$57K - $66.9K
|
27.4K
$2.53M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-793- 3.28% |
$56.5K - $66.3K
|
23.4K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-788- 4.48% |
$56.1K - $65.9K
|
16.8K
$1.55M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-775- 3.02% |
$55.2K - $64.8K
|
24.9K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-757- 8.53% |
$53.9K - $63.3K
|
8.11K
$749K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-748- 13.71% |
$53.3K - $62.6K
|
4.71K
$435K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-744- 47.0% |
$53K - $62.2K
|
839
$77.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
SELL
|
- |
-730- 0.74% |
$52K - $61.1K
|
97.5K
$9M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-717- 4.88% |
$51.1K - $60K
|
14K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-716- 17.57% |
$51K - $59.9K
|
3.36K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-715- 7.91% |
$50.9K - $59.8K
|
8.33K
$769K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-703- 8.46% |
$50.1K - $58.8K
|
7.6K
$702K
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-701- 2.35% |
$49.9K - $58.6K
|
29.1K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
CALL |
-700- 70.0% |
$49.9K - $58.5K
|
300
$27.7K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-700- 3.95% |
$49.9K - $58.5K
|
17K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-693- 6.83% |
$49.4K - $58K
|
9.45K
$872K
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-692- 4.36% |
$49.3K - $57.9K
|
15.2K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-692- 5.13% |
$49.3K - $57.9K
|
12.8K
$1.18M
|