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
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.97K- 12.49% |
$188K - $246K
|
20.8K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 2.65% |
$186K - $243K
|
108K
$8.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.87K- 0.62% |
$181K - $237K
|
456K
$36.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-2.86K- 13.08% |
$181K - $237K
|
19K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.79K- 7.65% |
$177K - $231K
|
33.7K
$2.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.77K- 88.9% |
$175K - $229K
|
346
$27.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-2.77K- 41.65% |
$175K - $229K
|
3.88K
$312K
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-2.75K- 8.31% |
$174K - $228K
|
30.4K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.72K- 6.27% |
$172K - $225K
|
40.6K
$3.27M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.62K- 9.71% |
$166K - $217K
|
24.3K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.61K- 18.71% |
$165K - $216K
|
11.3K
$911K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.59K- 6.46% |
$164K - $215K
|
37.5K
$3.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.55K- 2.76% |
$161K - $211K
|
90K
$7.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.52K- 15.0% |
$160K - $209K
|
14.3K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.48K- 31.22% |
$157K - $206K
|
5.47K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.48K- 6.5% |
$157K - $206K
|
35.7K
$2.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.48K- 1.16% |
$157K - $205K
|
211K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-2.37K- 8.05% |
$150K - $196K
|
27.1K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.34K- 14.8% |
$148K - $194K
|
13.5K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-2.34K- 29.79% |
$148K - $193K
|
5.5K
$443K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-2.31K- 4.97% |
$146K - $192K
|
44.2K
$3.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.29K- 16.9% |
$145K - $189K
|
11.2K
$904K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.28K- 2.76% |
$144K - $189K
|
80.3K
$6.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-2.23K- 1.26% |
$141K - $184K
|
175K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.22K- 6.07% |
$141K - $184K
|
34.4K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.22K- 7.35% |
$140K - $184K
|
27.9K
$2.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-2.21K- 25.59% |
$140K - $183K
|
6.42K
$517K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-2.18K- 2.85% |
$138K - $181K
|
74.3K
$5.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.16K- 7.14% |
$136K - $179K
|
28K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-2.15K- 17.83% |
$136K - $178K
|
9.89K
$796K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.14K- 7.19% |
$135K - $177K
|
27.6K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.1K- 12.35% |
$133K - $174K
|
14.9K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.08K- 67.41% |
$131K - $172K
|
1K
$80.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.07K- 33.82% |
$131K - $172K
|
4.06K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.05K- 44.86% |
$130K - $170K
|
2.52K
$203K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-2.04K- 11.95% |
$129K - $169K
|
15K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.02K- 1.17% |
$128K - $167K
|
171K
$13.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-2.01K- 3.51% |
$127K - $166K
|
55K
$4.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.97K- 5.19% |
$124K - $163K
|
35.9K
$2.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.94K- 22.92% |
$123K - $161K
|
6.53K
$525K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.93K- 9.18% |
$122K - $160K
|
19.1K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.93K- 35.56% |
$122K - $159K
|
3.49K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.92K- 18.32% |
$122K - $159K
|
8.57K
$690K
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1.88K- 5.25% |
$119K - $156K
|
34K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.83K- 2.66% |
$116K - $152K
|
67K
$5.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.81K- 24.91% |
$115K - $150K
|
5.47K
$440K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.8K- 0.99% |
$114K - $149K
|
180K
$14.5M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.8K- 2.47% |
$114K - $149K
|
71.2K
$5.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.8K- 13.53% |
$114K - $149K
|
11.5K
$925K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.79K- 0.63% |
$113K - $148K
|
283K
$22.8M
|