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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.1K- 1.37% |
$69.8K - $91.4K
|
79.4K
$6.39M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 0.27% |
$69.6K - $91.1K
|
406K
$32.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 10.74% |
$69.5K - $91K
|
9.13K
$734K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.09K- 6.76% |
$69.1K - $90.5K
|
15.1K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.09K- 37.53% |
$69K - $90.3K
|
1.81K
$146K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-1.05K- 7.2% |
$66.7K - $87.3K
|
13.6K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.05K- 1.9% |
$66.5K - $87K
|
54.3K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-1.04K- 6.12% |
$65.6K - $85.8K
|
15.9K
$1.28M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.03K- 13.15% |
$65.3K - $85.5K
|
6.82K
$548K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 6.38% |
$63.4K - $82.9K
|
14.7K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1K- 3.43% |
$63.3K - $82.9K
|
28.2K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-997- 11.38% |
$63.1K - $82.6K
|
7.76K
$624K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-990- 14.0% |
$62.7K - $82K
|
6.08K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-984- 7.92% |
$62.3K - $81.5K
|
11.4K
$920K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-983- 2.32% |
$62.2K - $81.4K
|
41.3K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-975- 21.69% |
$61.7K - $80.8K
|
3.52K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-974- 13.58% |
$61.7K - $80.7K
|
6.2K
$499K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-964- 11.16% |
$61K - $79.9K
|
7.68K
$618K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-948- 7.84% |
$60K - $78.5K
|
11.1K
$896K
|
|
|
Feb 11, 2025
Q4 2024
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-942- 0.45% |
$59.6K - $78K
|
208K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-933- 21.0% |
$59.1K - $77.3K
|
3.51K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-930- 9.84% |
$58.9K - $77.1K
|
8.53K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-917- 8.57% |
$58.1K - $76K
|
9.78K
$787K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-917- 18.32% |
$58.1K - $76K
|
4.09K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-916- 6.57% |
$58K - $75.9K
|
13K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-911- 4.98% |
$57.7K - $75.5K
|
17.4K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-900- 0.75% |
$57K - $74.6K
|
119K
$9.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-885- 4.8% |
$56K - $73.3K
|
17.5K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-867- 8.01% |
$54.9K - $71.8K
|
9.95K
$801K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-858- 2.1% |
$54.3K - $71.1K
|
39.9K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-857- 4.77% |
$54.3K - $71K
|
17.1K
$1.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-844- 6.04% |
$53.4K - $69.9K
|
13.1K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-809- 2.11% |
$51.2K - $67K
|
37.5K
$3.02M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-805- 0.92% |
$51K - $66.7K
|
86.5K
$6.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-793- 3.19% |
$50.2K - $65.7K
|
24.1K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-774- 2.33% |
$49K - $64.1K
|
32.4K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-764- 10.29% |
$48.4K - $63.3K
|
6.66K
$536K
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-763- 2.49% |
$48.3K - $63.2K
|
29.8K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-761- 16.38% |
$48.2K - $63K
|
3.88K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-750- 26.09% |
$47.5K - $62.1K
|
2.13K
$171K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-736- 13.14% |
$46.6K - $61K
|
4.87K
$391K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-735- 2.21% |
$46.5K - $60.9K
|
32.6K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-733- 15.95% |
$46.4K - $60.7K
|
3.86K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-728- 6.6% |
$46.1K - $60.3K
|
10.3K
$829K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-725- 2.21% |
$45.9K - $60.1K
|
32.1K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-724- 4.32% |
$45.8K - $60K
|
16K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-723- 1.14% |
$45.8K - $59.9K
|
62.9K
$5.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-718- 16.39% |
$45.5K - $59.5K
|
3.66K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-704- 2.27% |
$44.6K - $58.3K
|
30.3K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-700- 9.56% |
$44.3K - $58K
|
6.62K
$533K
|