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 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-228K- 46.54% |
$20.9M - $22.3M
|
262K
$24M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-28.7K- 10.77% |
$2.63M - $2.8M
|
237K
$21.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-9.03K- 11.35% |
$830K - $883K
|
70.6K
$6.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Greenhaven Associates Inc
|
SELL
|
- |
-2.5K- 16.67% |
$230K - $244K
|
12.5K
$1.15M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.39K- 11.6% |
$219K - $233K
|
18.2K
$1.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.37K- 9.69% |
$217K - $231K
|
22K
$2.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.14K- 2.2% |
$196K - $209K
|
95.1K
$8.74M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.78K- 42.88% |
$163K - $174K
|
2.37K
$218K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.77K- 2.72% |
$163K - $173K
|
63.2K
$5.81M
|
|
|
Jan 02, 2026
Q4 2025
|
Jacobs & CO
|
SELL
|
- |
-1.58K- 0.99% |
$146K - $155K
|
158K
$14.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.43K- 12.82% |
$131K - $139K
|
9.7K
$891K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.39K- 11.16% |
$128K - $136K
|
11.1K
$1.02M
|
|
|
Jan 09, 2026
Q4 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.15K- 3.58% |
$106K - $112K
|
30.9K
$2.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-1.13K- 1.85% |
$104K - $111K
|
60.1K
$5.52M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.1K- 15.66% |
$101K - $107K
|
5.93K
$545K
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-517- 2.21% |
$47.5K - $50.5K
|
22.9K
$2.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-500- 1.35% |
$46K - $48.9K
|
36.6K
$3.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-322- 11.68% |
$29.6K - $31.5K
|
2.44K
$224K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-270- 0.89% |
$24.8K - $26.4K
|
30K
$2.76M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
SELL
|
- |
-238- 10.14% |
$21.9K - $23.3K
|
2.11K
$194K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-230- 10.62% |
$21.1K - $22.5K
|
1.94K
$178K
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
SELL
|
- |
-220- 6.36% |
$20.2K - $21.5K
|
3.24K
$298K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-217- 44.74% |
$19.9K - $21.2K
|
268
$24.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-208- 4.33% |
$19.1K - $20.3K
|
4.59K
$422K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-170- 2.12% |
$15.6K - $16.6K
|
7.84K
$721K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-160- 2.75% |
$14.7K - $15.6K
|
5.67K
$521K
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-145- 3.27% |
$13.3K - $14.2K
|
4.29K
$394K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-134- 4.16% |
$12.3K - $13.1K
|
3.09K
$284K
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-125- 0.3% |
$11.5K - $12.2K
|
41.3K
$3.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-108- 2.97% |
$9.93K - $10.6K
|
3.53K
$324K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-105- 4.18% |
$9.65K - $10.3K
|
2.4K
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-73- 2.84% |
$6.71K - $7.13K
|
2.5K
$230K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
SELL
|
- |
-70- 0.89% |
$6.43K - $6.84K
|
7.78K
$715K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-48- 0.25% |
$4.41K - $4.69K
|
19K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-40- 1.23% |
$3.68K - $3.91K
|
3.23K
$296K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-39- 66.1% |
$3.58K - $3.81K
|
20
$1.84K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-16- 0.1% |
$1.47K - $1.56K
|
16.2K
$1.49M
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-17.4M- 23.24% |
$1.58B - $1.72B
|
57.4M
$5.28B
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-4.38M- 35.2% |
$399M - $432M
|
8.07M
$741M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.98M- 43.94% |
$362M - $393M
|
5.08M
$467M
|
|
|
Nov 10, 2025
Q3 2025
|
Generation Investment Management LLP
London, X0 |
SELL
|
- |
-3.16M- 22.75% |
$288M - $312M
|
10.7M
$986M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.75M- 19.18% |
$250M - $272M
|
11.6M
$1.07B
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-2.05M- 38.69% |
$186M - $202M
|
3.24M
$298M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-1.99M- 99.52% |
$181M - $196M
|
9.63K
$885K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-1.9M- 88.94% |
$173M - $187M
|
236K
$21.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.89M- 29.87% |
$172M - $186M
|
4.43M
$407M
|
|
|
Nov 05, 2025
Q3 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-1.82M- 23.78% |
$166M - $180M
|
5.85M
$538M
|
|
|
Nov 14, 2025
Q3 2025
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-1.73M- 7.55% |
$158M - $171M
|
21.2M
$1.95B
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.61M- 91.87% |
$146M - $159M
|
142K
$13.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.32M- 7.18% |
$120M - $130M
|
17.1M
$1.57B
|
|