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 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.79K- 97.82% |
$113K - $148K
|
40
$3.22K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.79K- 13.2% |
$113K - $148K
|
11.8K
$946K
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 7.47% |
$110K - $144K
|
21.5K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.71K- 2.31% |
$108K - $142K
|
72.4K
$5.82M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-1.7K- 20.48% |
$108K - $141K
|
6.6K
$531K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 3.77% |
$107K - $140K
|
43.3K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.66K- 35.85% |
$105K - $138K
|
2.98K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.65K- 17.46% |
$104K - $137K
|
7.8K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.64K- 6.81% |
$104K - $136K
|
22.4K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.6K- 1.7% |
$101K - $133K
|
92.4K
$7.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-1.6K- 2.27% |
$101K - $133K
|
69K
$5.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.59K- 3.37% |
$101K - $132K
|
45.6K
$3.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.56K- 34.91% |
$99K - $130K
|
2.92K
$235K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.56K- 3.6% |
$98.7K - $129K
|
41.8K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-1.56K- 0.95% |
$98.7K - $129K
|
162K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.54K- 4.1% |
$97.8K - $128K
|
36.1K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.54K- 13.38% |
$97.5K - $128K
|
9.97K
$802K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.45K- 15.77% |
$92.1K - $120K
|
7.76K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.42K- 1.27% |
$89.7K - $117K
|
111K
$8.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.41K- 11.18% |
$89.5K - $117K
|
11.2K
$904K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.41K- 1.36% |
$89.5K - $117K
|
103K
$8.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.39K- 7.0% |
$88.3K - $115K
|
18.5K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.39K- 5.15% |
$88.2K - $115K
|
25.7K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.37K- 26.32% |
$86.9K - $114K
|
3.84K
$309K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 11.84% |
$85.6K - $112K
|
10.1K
$810K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.34K- 2.62% |
$85.1K - $111K
|
50K
$4.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-1.34K- 5.74% |
$84.9K - $111K
|
22K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-1.34K- 9.01% |
$84.8K - $111K
|
13.5K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-1.33K- 2.32% |
$84.3K - $110K
|
56.1K
$4.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.32K- 19.96% |
$83.5K - $109K
|
5.29K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.3K- 28.28% |
$82.5K - $108K
|
3.31K
$266K
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.29K- 58.59% |
$81.8K - $107K
|
913
$73.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.29K- 25.27% |
$81.6K - $107K
|
3.81K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 5.01% |
$81.2K - $106K
|
24.3K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-1.26K- 5.85% |
$79.6K - $104K
|
20.2K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.25K- 2.25% |
$79.1K - $103K
|
54.3K
$4.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.24K- 4.75% |
$78.7K - $103K
|
24.9K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.24K- 2.87% |
$78.3K - $102K
|
41.8K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.23K- 13.74% |
$77.9K - $102K
|
7.72K
$621K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.21K- 13.03% |
$76.5K - $100K
|
8.07K
$649K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.2K- 14.91% |
$76K - $99.4K
|
6.85K
$551K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.19K- 6.3% |
$75K - $98.2K
|
17.6K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.18K- 1.13% |
$75K - $98.1K
|
104K
$8.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.17K- 7.14% |
$74.1K - $96.9K
|
15.2K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.16K- 17.5% |
$73.6K - $96.4K
|
5.48K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.16K- 20.98% |
$73.2K - $95.9K
|
4.36K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.15K- 4.32% |
$72.8K - $95.3K
|
25.5K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-1.15K- 31.41% |
$72.6K - $95K
|
2.51K
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 0.71% |
$71.5K - $93.6K
|
157K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.11K- 1.75% |
$70.4K - $92.1K
|
62.4K
$5.02M
|