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
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-37- 0.31% |
$2.34K - $3.07K
|
12K
$963K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-37- 11.75% |
$2.34K - $3.07K
|
278
$22.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-34- 0.47% |
$2.15K - $2.82K
|
7.27K
$585K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-33- 0.98% |
$2.09K - $2.73K
|
3.32K
$267K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-33- 0.03% |
$2.09K - $2.73K
|
99.1K
$7.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-31- 0.7% |
$1.96K - $2.57K
|
4.41K
$355K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-30- 2.67% |
$1.9K - $2.49K
|
1.09K
$87.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-30- 0.71% |
$1.9K - $2.49K
|
4.17K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-29- 18.35% |
$1.84K - $2.4K
|
129
$10.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-29- 0.23% |
$1.84K - $2.4K
|
12.8K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-28- 17.28% |
$1.77K - $2.32K
|
134
$10.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-25- 0.11% |
$1.58K - $2.07K
|
23.6K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-25- 0.72% |
$1.58K - $2.07K
|
3.43K
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-25- 0.27% |
$1.58K - $2.07K
|
9.3K
$748K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 0.22% |
$1.58K - $2.07K
|
11.4K
$914K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-25- 0.46% |
$1.58K - $2.07K
|
5.4K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-23- 0.02% |
$1.46K - $1.91K
|
129K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-22- 5.37% |
$1.39K - $1.82K
|
388
$31.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-21- 0.46% |
$1.33K - $1.74K
|
4.59K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-20- 5.92% |
$1.27K - $1.66K
|
318
$25.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-20- 0.48% |
$1.27K - $1.66K
|
4.11K
$331K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 1.9% |
$1.14K - $1.49K
|
929
$74.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-18- 1.43% |
$1.14K - $1.49K
|
1.24K
$99.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-17- 0.06% |
$1.08K - $1.41K
|
29.4K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-17- 0.04% |
$1.08K - $1.41K
|
42.8K
$3.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-16- 0.22% |
$1.01K - $1.33K
|
7.21K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-15- 0.15% |
$950 - $1.24K
|
10K
$807K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-15- 0.88% |
$950 - $1.24K
|
1.7K
$136K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-12- 0.29% |
$760 - $994
|
4.13K
$332K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-12- 0.82% |
$760 - $994
|
1.44K
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 0.54% |
$760 - $994
|
2.22K
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-11- 0.3% |
$696 - $911
|
3.6K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-10- 0.16% |
$633 - $829
|
6.3K
$507K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.04% |
$633 - $829
|
25K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-10- 0.06% |
$633 - $829
|
17.5K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 2.74% |
$506 - $663
|
284
$22.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-8- 0.98% |
$506 - $663
|
812
$65.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-7- 0.05% |
$443 - $580
|
14.1K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5- 0.04% |
$317 - $414
|
13.4K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 1.74% |
$317 - $414
|
282
$22.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2- 0.05% |
$127 - $166
|
3.91K
$314K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.79M- 83.83% |
$234M - $288M
|
731K
$58.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.34M- 99.75% |
$82.6M - $102M
|
3.33K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.33M- 99.98% |
$82.4M - $102M
|
258
$20.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-511K- 59.1% |
$31.5M - $38.9M
|
353K
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Theleme Partners LLP
London, X0 |
SELL
|
- |
-403K- 8.75% |
$24.9M - $30.7M
|
4.2M
$338M
|
|
|
Nov 14, 2024
Q3 2024
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-286K- 57.69% |
$17.7M - $21.8M
|
210K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-259K- 29.8% |
$16M - $19.7M
|
610K
$49M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-183K- 20.3% |
$11.3M - $13.9M
|
718K
$57.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-165K- 29.39% |
$10.2M - $12.5M
|
396K
$31.9M
|
|