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 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-96- 2.89% |
$6.08K - $7.95K
|
3.23K
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-93- 0.99% |
$5.89K - $7.71K
|
9.33K
$751K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-91- 1.48% |
$5.76K - $7.54K
|
6.05K
$486K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-90- 1.24% |
$5.7K - $7.46K
|
7.17K
$577K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-87- 1.33% |
$5.51K - $7.21K
|
6.44K
$518K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-87- 32.46% |
$5.51K - $7.21K
|
181
$14.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-84- 0.59% |
$5.32K - $6.96K
|
14.2K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-84- 9.29% |
$5.32K - $6.96K
|
820
$66K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-80- 0.98% |
$5.06K - $6.63K
|
8.09K
$651K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-80- 0.15% |
$5.06K - $6.63K
|
54.5K
$4.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-79- 34.05% |
$5K - $6.55K
|
153
$12.3K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-79- 1.76% |
$5K - $6.55K
|
4.42K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-77- 1.13% |
$4.87K - $6.38K
|
6.72K
$540K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-77- 27.8% |
$4.87K - $6.38K
|
200
$16.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-75- 0.45% |
$4.75K - $6.21K
|
16.5K
$1.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-75- 0.28% |
$4.75K - $6.21K
|
26.7K
$2.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-75- 3.45% |
$4.75K - $6.21K
|
2.1K
$169K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-72- 1.11% |
$4.56K - $5.97K
|
6.44K
$518K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-69- 37.5% |
$4.37K - $5.72K
|
115
$9.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-68- 0.14% |
$4.31K - $5.63K
|
49K
$3.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-66- 23.32% |
$4.18K - $5.47K
|
217
$17.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.08% |
$4.12K - $5.39K
|
5.96K
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-63- 3.15% |
$3.99K - $5.22K
|
1.94K
$156K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-62- 0.65% |
$3.93K - $5.14K
|
9.54K
$768K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-60- 0.7% |
$3.8K - $4.97K
|
8.56K
$688K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-57Closed |
$3.61K - $4.72K
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-57- 0.56% |
$3.61K - $4.72K
|
10.1K
$816K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-55- 0.04% |
$3.48K - $4.56K
|
133K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-52- 0.17% |
$3.29K - $4.31K
|
29.8K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-50- 28.25% |
$3.17K - $4.14K
|
127
$10.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-50- 28.25% |
$3.17K - $4.14K
|
127
$10.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 1.08% |
$3.17K - $4.14K
|
4.58K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-50- 0.28% |
$3.17K - $4.14K
|
17.7K
$1.42M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-50- 1.3% |
$3.17K - $4.14K
|
3.79K
$304K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-50- 0.64% |
$3.17K - $4.14K
|
7.81K
$628K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-50- 0.92% |
$3.17K - $4.14K
|
5.4K
$434K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-49- 1.15% |
$3.1K - $4.06K
|
4.2K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-48- 1.37% |
$3.04K - $3.98K
|
3.46K
$278K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-48- 0.2% |
$3.04K - $3.98K
|
23.5K
$1.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-48- 1.48% |
$3.04K - $3.98K
|
3.2K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-47- 0.14% |
$2.98K - $3.89K
|
33.3K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-46- 0.14% |
$2.91K - $3.81K
|
33K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-46- 1.64% |
$2.91K - $3.81K
|
2.75K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-45- 9.78% |
$2.85K - $3.73K
|
415
$33.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-45- 0.56% |
$2.85K - $3.73K
|
7.96K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-44- 4.53% |
$2.79K - $3.65K
|
927
$74.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-42- 2.05% |
$2.66K - $3.48K
|
2.01K
$161K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-41- 0.52% |
$2.6K - $3.4K
|
7.88K
$634K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-40- 0.55% |
$2.53K - $3.31K
|
7.19K
$578K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-39- 1.0% |
$2.47K - $3.23K
|
3.85K
$310K
|