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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-285- 6.81% |
$18K - $23.6K
|
3.9K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-284- 6.36% |
$18K - $23.5K
|
4.18K
$337K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-279- 0.42% |
$17.7K - $23.1K
|
66.9K
$5.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-278- 4.26% |
$17.6K - $23K
|
6.25K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-276- 4.49% |
$17.5K - $22.9K
|
5.87K
$472K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-276- 4.96% |
$17.5K - $22.9K
|
5.29K
$426K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-271- 4.86% |
$17.2K - $22.5K
|
5.31K
$427K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-270- 2.74% |
$17.1K - $22.4K
|
9.58K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-269- 3.78% |
$17K - $22.3K
|
6.84K
$550K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-268- 7.52% |
$17K - $22.2K
|
3.3K
$265K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-261- 2.38% |
$16.5K - $21.6K
|
10.7K
$860K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-255- 8.05% |
$16.1K - $21.1K
|
2.91K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-251- 2.3% |
$15.9K - $20.8K
|
10.7K
$858K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-251- 7.09% |
$15.9K - $20.8K
|
3.29K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-250- 1.23% |
$15.8K - $20.7K
|
20.2K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-250- 7.52% |
$15.8K - $20.7K
|
3.07K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-245- 1.36% |
$15.5K - $20.3K
|
17.8K
$1.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-235- 1.6% |
$14.9K - $19.5K
|
14.4K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-233- 1.65% |
$14.8K - $19.3K
|
13.9K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-232- 26.95% |
$14.7K - $19.2K
|
629
$50.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-230- 2.77% |
$14.6K - $19.1K
|
8.06K
$648K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-229- 0.43% |
$14.5K - $19K
|
52.4K
$4.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-229- 4.05% |
$14.5K - $19K
|
5.42K
$436K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-227- 0.53% |
$14.4K - $18.8K
|
42.3K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-223- 0.18% |
$14.1K - $18.5K
|
121K
$9.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-221- 5.06% |
$14K - $18.3K
|
4.15K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-220- 0.46% |
$13.9K - $18.2K
|
47.7K
$3.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-214- 0.83% |
$13.5K - $17.7K
|
25.5K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-211- 6.71% |
$13.4K - $17.5K
|
2.94K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-206- 4.47% |
$13K - $17.1K
|
4.41K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-206- 2.12% |
$13K - $17.1K
|
9.5K
$764K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-203- 1.69% |
$12.9K - $16.8K
|
11.8K
$951K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-202- 5.22% |
$12.8K - $16.7K
|
3.67K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-200- 6.25% |
$12.7K - $16.6K
|
3K
$241K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-200- 2.46% |
$12.7K - $16.6K
|
7.94K
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-200- 4.49% |
$12.7K - $16.6K
|
4.26K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 2.0% |
$12.7K - $16.6K
|
9.8K
$788K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-197- 4.63% |
$12.5K - $16.3K
|
4.05K
$326K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-192- 3.32% |
$12.2K - $15.9K
|
5.6K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-191- 0.52% |
$12.1K - $15.8K
|
36.4K
$2.93M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-186- 5.75% |
$11.8K - $15.4K
|
3.05K
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-184- 50.69% |
$11.6K - $15.2K
|
179
$14.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-182- 0.83% |
$11.5K - $15.1K
|
21.8K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-181- 4.46% |
$11.5K - $15K
|
3.88K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-178- 2.26% |
$11.3K - $14.7K
|
7.7K
$619K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-178- 5.51% |
$11.3K - $14.7K
|
3.05K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-178- 4.49% |
$11.3K - $14.7K
|
3.79K
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-175- 28.69% |
$11.1K - $14.5K
|
435
$35K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-175- 1.2% |
$11.1K - $14.5K
|
14.4K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-173- 2.51% |
$11K - $14.3K
|
6.71K
$540K
|