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
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-429- 53.16% |
$27.2K - $35.5K
|
378
$30.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-421- 4.74% |
$26.7K - $34.9K
|
8.45K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-420- 40.98% |
$26.6K - $34.8K
|
605
$48.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-411- 0.23% |
$26K - $34.1K
|
175K
$14.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-409- 8.65% |
$25.9K - $33.9K
|
4.32K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-407- 1.55% |
$25.8K - $33.7K
|
25.8K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-405- 0.28% |
$25.6K - $33.6K
|
142K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-405- 0.63% |
$25.6K - $33.6K
|
63.9K
$5.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-402- 5.96% |
$25.5K - $33.3K
|
6.34K
$510K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-400- 2.83% |
$25.3K - $33.1K
|
13.7K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-400- 4.83% |
$25.3K - $33.1K
|
7.88K
$633K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-400- 4.8% |
$25.3K - $33.1K
|
7.94K
$639K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-394- 3.81% |
$24.9K - $32.6K
|
9.94K
$799K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-393- 0.31% |
$24.9K - $32.6K
|
125K
$10M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-392- 6.68% |
$24.8K - $32.5K
|
5.47K
$440K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-389- 0.93% |
$24.6K - $32.2K
|
41.7K
$3.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-387- 1.08% |
$24.5K - $32.1K
|
35.4K
$2.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-386- 40.63% |
$24.4K - $32K
|
564
$45.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-385- 0.51% |
$24.4K - $31.9K
|
74.4K
$5.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-384- 1.05% |
$24.3K - $31.8K
|
36.2K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-381- 3.2% |
$24.1K - $31.6K
|
11.5K
$926K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-381- 11.55% |
$24.1K - $31.6K
|
2.92K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-376- 9.7% |
$23.8K - $31.2K
|
3.5K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-375- 7.03% |
$23.7K - $31.1K
|
4.96K
$399K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-374- 3.17% |
$23.7K - $31K
|
11.4K
$920K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-373- 2.7% |
$23.6K - $30.9K
|
13.4K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-372- 0.14% |
$23.6K - $30.8K
|
266K
$21.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-365- 0.26% |
$23.1K - $30.2K
|
141K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-360- 5.79% |
$22.8K - $29.8K
|
5.86K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-350- 1.75% |
$22.2K - $29K
|
19.7K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-349- 4.45% |
$22.1K - $28.9K
|
7.49K
$603K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-346- 3.52% |
$21.9K - $28.7K
|
9.5K
$764K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-344- 1.61% |
$21.8K - $28.5K
|
21K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-340- 10.06% |
$21.5K - $28.2K
|
3.04K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-336- 1.37% |
$21.3K - $27.8K
|
24.3K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-332- 6.71% |
$21K - $27.5K
|
4.62K
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-331- 4.59% |
$21K - $27.4K
|
6.88K
$554K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-327- 0.54% |
$20.7K - $27.1K
|
60.7K
$4.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-326- 0.72% |
$20.6K - $27K
|
45.1K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-323- 3.84% |
$20.4K - $26.8K
|
8.1K
$651K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-312- 0.29% |
$19.8K - $25.8K
|
108K
$8.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-311- 1.5% |
$19.7K - $25.8K
|
20.4K
$1.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-306- 9.19% |
$19.4K - $25.4K
|
3.02K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-303- 5.23% |
$19.2K - $25.1K
|
5.49K
$442K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 1.42% |
$19K - $24.9K
|
20.9K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-300- 3.88% |
$19K - $24.9K
|
7.43K
$598K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-300- 3.02% |
$19K - $24.9K
|
9.64K
$776K
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-300- 0.51% |
$19K - $24.9K
|
58.7K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-289- 3.58% |
$18.3K - $23.9K
|
7.78K
$626K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-287- 2.01% |
$18.2K - $23.8K
|
14K
$1.13M
|