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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.1M- 98.72% |
$149M - $175M
|
27.1K
$2.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-120K- 87.39% |
$8.52M - $10M
|
17.3K
$1.31M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-109K- 45.31% |
$7.77M - $9.12M
|
132K
$10M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-44.2K- 7.42% |
$3.15M - $3.7M
|
552K
$42M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38.1K- 6.68% |
$2.71M - $3.18M
|
531K
$40.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-21.2K- 85.04% |
$1.51M - $1.78M
|
3.74K
$285K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-20.7K- 3.87% |
$1.47M - $1.73M
|
513K
$39.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-17.9K- 9.12% |
$1.28M - $1.5M
|
178K
$13.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-17.8K- 50.29% |
$1.27M - $1.49M
|
17.6K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-12.4K- 63.57% |
$885K - $1.04M
|
7.12K
$542K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-10.7K- 66.16% |
$765K - $898K
|
5.49K
$418K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-10.3K- 76.37% |
$731K - $858K
|
3.17K
$242K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-5.94K- 7.72% |
$423K - $497K
|
71K
$5.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.9K- 39.6% |
$420K - $493K
|
9K
$685K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-5.71K- 1.76% |
$407K - $478K
|
318K
$24.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-4.68K- 47.33% |
$334K - $392K
|
5.21K
$397K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-4.22K- 4.02% |
$300K - $353K
|
101K
$7.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-3.79K- 8.85% |
$270K - $317K
|
39K
$2.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-3.42K- 2.11% |
$244K - $286K
|
159K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.18K- 14.56% |
$227K - $266K
|
18.7K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.01K- 29.16% |
$214K - $251K
|
7.3K
$556K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.85K- 36.54% |
$203K - $238K
|
4.95K
$377K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.6K- 1.79% |
$185K - $217K
|
142K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.44K- 1.93% |
$174K - $204K
|
124K
$9.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-2.26K- 90.34% |
$161K - $189K
|
242
$18.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.08K- 40.82% |
$148K - $174K
|
3.02K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.97K- 1.9% |
$140K - $165K
|
102K
$7.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.71K- 22.69% |
$122K - $143K
|
5.81K
$443K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-1.66K- 3.05% |
$118K - $139K
|
52.9K
$4.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.63K- 15.95% |
$116K - $136K
|
8.57K
$652K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.54K- 2.08% |
$110K - $129K
|
72.7K
$5.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.52K- 3.37% |
$108K - $127K
|
43.6K
$3.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.41K- 1.85% |
$101K - $118K
|
75K
$5.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.36K- 16.06% |
$96.7K - $114K
|
7.1K
$540K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.35K- 2.62% |
$96K - $113K
|
50.2K
$3.82M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.29K- 13.42% |
$92K - $108K
|
8.33K
$634K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.29K- 74.08% |
$91.8K - $108K
|
451
$34.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.27K- 3.7% |
$90.1K - $106K
|
32.9K
$2.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.23K- 4.68% |
$87.3K - $103K
|
25K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-1.15K- 3.32% |
$81.9K - $96.2K
|
33.5K
$2.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.09K- 7.31% |
$77.4K - $90.9K
|
13.8K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.08K- 23.24% |
$77.2K - $90.6K
|
3.58K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-1.08K- 12.32% |
$76.6K - $89.9K
|
7.65K
$583K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.07K- 11.2% |
$76.5K - $89.8K
|
8.52K
$648K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.06K- 6.66% |
$75.5K - $88.7K
|
14.9K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-948- 25.03% |
$67.5K - $79.3K
|
2.84K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-904- 10.54% |
$64.4K - $75.6K
|
7.67K
$584K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-848- 25.41% |
$60.4K - $70.9K
|
2.49K
$190K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-788- 4.48% |
$56.1K - $65.9K
|
16.8K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-733- 11.5% |
$52.2K - $61.3K
|
5.64K
$429K
|