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 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-18.2K- 14.33% |
$1.15M - $1.51M
|
109K
$8.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-17.3K- 7.16% |
$1.09M - $1.43M
|
224K
$18M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
SELL
|
- |
-16.9K- 7.82% |
$1.07M - $1.4M
|
200K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-16.6K- 77.53% |
$1.05M - $1.37M
|
4.81K
$387K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.5K- 10.49% |
$1.05M - $1.37M
|
141K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-16.5K- 2.03% |
$1.05M - $1.37M
|
797K
$64.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-16.4K- 29.39% |
$1.04M - $1.36M
|
39.4K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-16.3K- 2.14% |
$1.03M - $1.35M
|
746K
$60M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-16.3K- 57.42% |
$1.03M - $1.35M
|
12.1K
$973K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.3K- 59.5% |
$1.03M - $1.35M
|
11.1K
$891K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-15.5K- 5.3% |
$981K - $1.28M
|
277K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-15K- 1.29% |
$951K - $1.24M
|
1.15M
$92.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-14.8K- 21.77% |
$936K - $1.22M
|
53.1K
$4.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14.4K- 18.59% |
$914K - $1.2M
|
63.2K
$5.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14.4K- 60.94% |
$909K - $1.19M
|
9.21K
$740K
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-14.3K- 2.09% |
$904K - $1.18M
|
668K
$53.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-14.2K- 4.32% |
$897K - $1.17M
|
314K
$25.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
SELL
|
- |
-14K- 3.28% |
$886K - $1.16M
|
413K
$33.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-13.8K- 2.19% |
$875K - $1.15M
|
617K
$49.6M
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-13.8K- 42.07% |
$874K - $1.14M
|
19K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-13.3K- 2.33% |
$839K - $1.1M
|
556K
$44.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-13.3K- 26.21% |
$839K - $1.1M
|
37.3K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.2K- 2.27% |
$836K - $1.09M
|
569K
$45.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-13.2K- 58.92% |
$833K - $1.09M
|
9.17K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.1K- 24.61% |
$830K - $1.09M
|
40.2K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-12.9K- 13.16% |
$817K - $1.07M
|
85.1K
$6.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-12.7K- 29.12% |
$803K - $1.05M
|
30.9K
$2.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-12.6K- 2.02% |
$800K - $1.05M
|
611K
$49.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-12.3K- 15.61% |
$777K - $1.02M
|
66.4K
$5.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.9K- 99.91% |
$751K - $983K
|
11
$885
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
SELL
|
- |
-11.8K- 54.19% |
$750K - $982K
|
10K
$806K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-11.5K- 4.27% |
$731K - $956K
|
259K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-10.7K- 7.61% |
$679K - $889K
|
130K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-10.6K- 68.95% |
$672K - $879K
|
4.78K
$384K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.5K- 56.69% |
$664K - $869K
|
8.02K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-10.4K- 0.74% |
$658K - $862K
|
1.4M
$112M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-10.1K- 35.41% |
$637K - $833K
|
18.3K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-9.64K- 67.97% |
$610K - $799K
|
4.54K
$366K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-9.57K- 49.79% |
$606K - $793K
|
9.65K
$776K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-9.39K- 8.3% |
$595K - $778K
|
104K
$8.35M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-9.32K- 38.16% |
$590K - $772K
|
15.1K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.15K- 1.23% |
$579K - $758K
|
731K
$58.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-9.02K- 6.19% |
$571K - $747K
|
137K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.83K- 8.8% |
$559K - $732K
|
91.5K
$7.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-8.77K- 90.14% |
$555K - $727K
|
959
$77.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-8.76K- 5.22% |
$555K - $726K
|
159K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-8.75K- 48.18% |
$554K - $725K
|
9.41K
$757K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-8.73K- 4.16% |
$553K - $723K
|
201K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-8.68K- 6.07% |
$549K - $719K
|
134K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-8.67K- 15.01% |
$549K - $718K
|
49.1K
$3.95M
|