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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-666- 0.79% |
$42.2K - $55.2K
|
83.1K
$6.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-665- 6.62% |
$42.1K - $55.1K
|
9.38K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-660- 10.0% |
$41.8K - $54.7K
|
5.94K
$478K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-640- 0.62% |
$40.5K - $53K
|
102K
$8.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-639- 4.57% |
$40.5K - $52.9K
|
13.3K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-635- 12.02% |
$40.2K - $52.6K
|
4.65K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-605- 11.39% |
$38.3K - $50.1K
|
4.71K
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-599- 0.41% |
$37.9K - $49.6K
|
144K
$11.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-593- 2.46% |
$37.5K - $49.1K
|
23.5K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-589- 1.1% |
$37.3K - $48.8K
|
53.2K
$4.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-574- 0.46% |
$36.3K - $47.6K
|
123K
$9.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-571- 1.14% |
$36.2K - $47.3K
|
49.4K
$3.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-570- 5.93% |
$36.1K - $47.2K
|
9.04K
$727K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-567- 2.15% |
$35.9K - $47K
|
25.8K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-566- 4.92% |
$35.8K - $46.9K
|
10.9K
$880K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-565- 3.73% |
$35.8K - $46.8K
|
14.6K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-559- 4.18% |
$35.4K - $46.3K
|
12.8K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-558- 7.49% |
$35.3K - $46.2K
|
6.89K
$555K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-557- 1.75% |
$35.3K - $46.1K
|
31.3K
$2.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-554- 0.87% |
$35.1K - $45.9K
|
63.1K
$5.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-552- 0.4% |
$34.9K - $45.7K
|
138K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-552- 7.92% |
$34.9K - $45.7K
|
6.42K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-543- 17.99% |
$34.4K - $45K
|
2.48K
$199K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-542- 0.14% |
$34.3K - $44.9K
|
376K
$30.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-535- 1.69% |
$33.9K - $44.3K
|
31.1K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-528- 1.38% |
$33.4K - $43.7K
|
37.9K
$3.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-526- 5.95% |
$33.3K - $43.6K
|
8.31K
$669K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-515- 3.13% |
$32.6K - $42.7K
|
15.9K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-514- 5.36% |
$32.5K - $42.6K
|
9.07K
$730K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-508- 1.71% |
$32.2K - $42.1K
|
29.3K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-501- 8.94% |
$31.7K - $41.5K
|
5.1K
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-500- 4.2% |
$31.7K - $41.4K
|
11.4K
$918K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-500- 0.78% |
$31.7K - $41.4K
|
63.9K
$5.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-499- 7.02% |
$31.6K - $41.3K
|
6.61K
$532K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-497- 1.09% |
$31.5K - $41.2K
|
45.1K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-496- 0.06% |
$31.4K - $41.1K
|
798K
$64.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-493- 4.29% |
$31.2K - $40.8K
|
11K
$884K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-475- 1.32% |
$30.1K - $39.4K
|
35.6K
$2.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-473- 3.52% |
$29.9K - $39.2K
|
13K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-470- 10.64% |
$29.8K - $38.9K
|
3.95K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-468- 1.05% |
$29.6K - $38.8K
|
44K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-466- 6.54% |
$29.5K - $38.6K
|
6.66K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-464- 0.26% |
$29.4K - $38.4K
|
179K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-464- 13.98% |
$29.4K - $38.4K
|
2.86K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-458- 4.56% |
$29K - $37.9K
|
9.59K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-454- 1.93% |
$28.7K - $37.6K
|
23.1K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-446- 2.86% |
$28.2K - $37K
|
15.1K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-443- 2.64% |
$28K - $36.7K
|
16.4K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-433- 2.95% |
$27.4K - $35.9K
|
14.2K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-432- 10.72% |
$27.3K - $35.8K
|
3.6K
$289K
|