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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-24.5K- 39.67% |
$1.52M - $1.77M
|
37.3K
$3M
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-18K- 77.76% |
$1.12M - $1.3M
|
5.15K
$415K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-16.3K- 77.2% |
$1.01M - $1.18M
|
4.82K
$387K
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-14.8K- 81.77% |
$916K - $1.07M
|
3.3K
$265K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
CALL |
-10K- 28.57% |
$619K - $724K
|
25K
$2.01M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-9.2K- 30.67% |
$569K - $666K
|
20.8K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Worm Capital, LLC
Austin, TX |
SELL
|
- |
-5.02K- 29.45% |
$311K - $363K
|
12K
$967K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-4.65K- 59.53% |
$288K - $337K
|
3.16K
$254K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-4.61K- 57.24% |
$285K - $334K
|
3.45K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.59KClosed |
$284K - $332K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.9K- 99.36% |
$241K - $282K
|
25
$2.01K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-3.33K- 27.81% |
$206K - $241K
|
8.65K
$696K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-3.12K- 27.64% |
$193K - $226K
|
8.18K
$658K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-2.95K- 66.14% |
$183K - $214K
|
1.51K
$121K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.81K- 32.0% |
$174K - $203K
|
5.97K
$480K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.55K- 0.6% |
$158K - $184K
|
419K
$33.7M
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.6K- 28.8% |
$98.9K - $116K
|
3.95K
$318K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.21K- 29.15% |
$74.9K - $87.6K
|
2.94K
$237K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-921- 18.53% |
$57K - $66.7K
|
4.05K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-800- 18.6% |
$49.5K - $57.9K
|
3.5K
$282K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-748- 24.25% |
$46.3K - $54.1K
|
2.34K
$188K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-568- 34.45% |
$35.2K - $41.1K
|
1.08K
$87K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-552- 0.91% |
$34.2K - $40K
|
60K
$4.83M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-450- 76.01% |
$27.9K - $32.6K
|
142
$11.4K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-435- 50.0% |
$26.9K - $31.5K
|
435
$35K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-287- 63.78% |
$17.8K - $20.8K
|
163
$13.1K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-265- 37.06% |
$16.4K - $19.2K
|
450
$36.2K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-231- 6.8% |
$14.3K - $16.7K
|
3.17K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-200- 25.0% |
$12.4K - $14.5K
|
600
$48.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-200- 22.22% |
$12.4K - $14.5K
|
700
$56.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-165- 37.5% |
$10.2K - $11.9K
|
275
$22.1K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-155- 0.48% |
$9.59K - $11.2K
|
32.2K
$2.59M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-152- 1.66% |
$9.41K - $11K
|
9.02K
$725K
|
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-149- 0.8% |
$9.22K - $10.8K
|
18.5K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-140- 1.95% |
$8.66K - $10.1K
|
7.04K
$566K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-122- 0.44% |
$7.55K - $8.83K
|
27.7K
$2.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-118- 25.0% |
$7.3K - $8.54K
|
354
$28.5K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-99- 1.39% |
$6.13K - $7.17K
|
7.03K
$566K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-97- 31.49% |
$6K - $7.02K
|
211
$17K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-96- 2.58% |
$5.94K - $6.95K
|
3.62K
$291K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-82- 1.7% |
$5.07K - $5.94K
|
4.74K
$381K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-77- 0.2% |
$4.77K - $5.57K
|
39.3K
$3.16M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-75- 61.98% |
$4.64K - $5.43K
|
46
$3.7K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-68- 0.8% |
$4.21K - $4.92K
|
8.39K
$675K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-59- 0.84% |
$3.65K - $4.27K
|
6.98K
$561K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-57- 8.36% |
$3.53K - $4.13K
|
625
$50.3K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-52- 9.42% |
$3.22K - $3.76K
|
500
$40.2K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-43- 12.84% |
$2.66K - $3.11K
|
292
$23.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-24- 0.37% |
$1.49K - $1.74K
|
6.51K
$524K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-22- 0.1% |
$1.36K - $1.59K
|
22K
$1.77M
|