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 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-8.47K- 37.08% |
$536K - $702K
|
14.4K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-8.43K- 10.64% |
$534K - $699K
|
70.8K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-8.39K- 63.07% |
$531K - $695K
|
4.91K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-8.25K- 22.77% |
$522K - $684K
|
28K
$2.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-8.14K- 23.98% |
$515K - $675K
|
25.8K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-8.13K- 16.72% |
$515K - $674K
|
40.5K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-7.96K- 2.72% |
$504K - $659K
|
285K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.94K- 2.05% |
$503K - $658K
|
379K
$30.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-7.92K- 1.37% |
$502K - $657K
|
570K
$45.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7.87K- 10.77% |
$498K - $652K
|
65.3K
$5.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7.87K- 1.62% |
$498K - $652K
|
479K
$38.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.73K- 58.11% |
$489K - $640K
|
5.57K
$448K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.66K- 27.56% |
$485K - $635K
|
20.1K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.64K- 1.98% |
$484K - $633K
|
378K
$30.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-7.59K- 1.85% |
$481K - $629K
|
402K
$32.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.52K- 1.13% |
$476K - $623K
|
659K
$53M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-7.5K- 94.33% |
$475K - $621K
|
451
$36.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-7.4K- 47.11% |
$469K - $613K
|
8.31K
$669K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.39K- 6.79% |
$468K - $612K
|
101K
$8.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-7.37K- 39.84% |
$467K - $611K
|
11.1K
$896K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-7.34K- 2.26% |
$465K - $608K
|
318K
$25.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-7.34K- 64.39% |
$465K - $608K
|
4.06K
$327K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-7.33K- 8.97% |
$464K - $607K
|
74.4K
$5.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-7.18K- 64.23% |
$454K - $595K
|
4K
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-7.07K- 38.31% |
$448K - $586K
|
11.4K
$916K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.02K- 2.38% |
$445K - $582K
|
288K
$23.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-7K- 39.79% |
$443K - $580K
|
10.6K
$852K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-6.9K- 11.18% |
$437K - $572K
|
54.8K
$4.41M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 1.63% |
$420K - $550K
|
401K
$32.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-6.62K- 3.2% |
$419K - $548K
|
200K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6.57K- 11.88% |
$416K - $544K
|
48.7K
$3.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.54K- 3.28% |
$414K - $542K
|
192K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-6.43K- 0.82% |
$407K - $533K
|
778K
$62.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-6.4K- 30.08% |
$405K - $531K
|
14.9K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-6.39K- 22.39% |
$404K - $529K
|
22.1K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-6.24K- 9.45% |
$395K - $517K
|
59.8K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Park Presidio Capital LLC
San Francisco, CA |
SELL
|
- |
-6.22K- 1.69% |
$394K - $516K
|
363K
$29.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-6.19K- 11.22% |
$392K - $512K
|
48.9K
$3.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.17K- 43.26% |
$390K - $511K
|
8.09K
$651K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-6.15K- 5.86% |
$389K - $510K
|
98.8K
$7.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-6.08K- 34.42% |
$385K - $504K
|
11.6K
$932K
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.05K- 3.53% |
$383K - $501K
|
165K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.04K- 0.56% |
$382K - $500K
|
1.08M
$86.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-6K- 17.7% |
$380K - $497K
|
27.9K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.95K- 6.91% |
$376K - $493K
|
80.1K
$6.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.95K- 1.81% |
$376K - $493K
|
322K
$25.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.89K- 10.03% |
$373K - $488K
|
52.8K
$4.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-5.86K- 14.58% |
$371K - $486K
|
34.3K
$2.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-5.73K- 86.82% |
$363K - $475K
|
870
$70K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.54K- 22.61% |
$350K - $459K
|
18.9K
$1.52M
|