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 02, 2026
Q4 2025
|
Jacobs & CO
|
SELL
|
- |
-1.58K- 0.99% |
$146K - $155K
|
158K
$14.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-1.5K- 2.31% |
$138K - $147K
|
63.6K
$5.84M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 19.22% |
$135K - $143K
|
6.16K
$566K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.45K- 70.21% |
$133K - $141K
|
614
$56.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.43K- 4.02% |
$131K - $140K
|
34.2K
$3.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.43K- 12.82% |
$131K - $139K
|
9.7K
$891K
|
|
|
Jan 21, 2026
Q4 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-1.4K- 17.19% |
$129K - $137K
|
6.76K
$621K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.39K- 11.16% |
$128K - $136K
|
11.1K
$1.02M
|
|
|
Jan 23, 2026
Q4 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 20.62% |
$126K - $134K
|
5.27K
$484K
|
|
|
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 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.07K- 15.81% |
$98.3K - $105K
|
5.7K
$524K
|
|
|
Jan 21, 2026
Q4 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-1.07K- 0.55% |
$98.3K - $104K
|
192K
$17.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 15.38% |
$95.6K - $102K
|
5.72K
$526K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-968- 10.06% |
$89K - $94.6K
|
8.65K
$795K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-912- 5.95% |
$83.8K - $89.1K
|
14.4K
$1.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-853- 3.23% |
$78.4K - $83.3K
|
25.5K
$2.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-806- 13.22% |
$74.1K - $78.8K
|
5.29K
$486K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-798- 42.95% |
$73.3K - $78K
|
1.06K
$97.4K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-790- 7.22% |
$72.6K - $77.2K
|
10.1K
$933K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-743- 4.31% |
$68.3K - $72.6K
|
16.5K
$1.52M
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-710- 13.03% |
$65.3K - $69.4K
|
4.74K
$435K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-688- 0.57% |
$63.2K - $67.2K
|
120K
$11M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-685- 25.43% |
$63K - $66.9K
|
2.01K
$185K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-663- 2.62% |
$60.9K - $64.8K
|
24.6K
$2.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-645- 2.14% |
$59.3K - $63K
|
29.5K
$2.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-584- 0.88% |
$53.7K - $57.1K
|
66.1K
$6.08M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-559- 2.54% |
$51.4K - $54.6K
|
21.4K
$1.97M
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-549- 19.61% |
$50.5K - $53.6K
|
2.25K
$207K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-522- 2.78% |
$48K - $51K
|
18.2K
$1.68M
|
|
|
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 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-463- 2.68% |
$42.6K - $45.2K
|
16.8K
$1.54M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-459- 3.43% |
$42.2K - $44.8K
|
12.9K
$1.19M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-456- 4.2% |
$41.9K - $44.6K
|
10.4K
$955K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-454- 4.27% |
$41.7K - $44.4K
|
10.2K
$936K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-446- 4.11% |
$41K - $43.6K
|
10.4K
$956K
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-439- 1.14% |
$40.3K - $42.9K
|
38.2K
$3.51M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-418- 1.39% |
$38.4K - $40.8K
|
29.7K
$2.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-397- 0.41% |
$36.5K - $38.8K
|
96.2K
$8.84M
|
|
|
Jan 21, 2026
Q4 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-387- 2.28% |
$35.6K - $37.8K
|
16.6K
$1.53M
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-375- 0.73% |
$34.5K - $36.6K
|
51.2K
$4.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-369- 8.12% |
$33.9K - $36.1K
|
4.18K
$384K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-368- 6.45% |
$33.8K - $36K
|
5.34K
$491K
|
|
|
Jan 22, 2026
Q4 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-341- 0.56% |
$31.3K - $33.3K
|
60.3K
$5.55M
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-328- 7.69% |
$30.1K - $32K
|
3.94K
$362K
|
|
|
Jan 16, 2026
Q4 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-324- 6.6% |
$29.8K - $31.7K
|
4.58K
$421K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-324- 3.44% |
$29.8K - $31.7K
|
9.1K
$836K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-322- 11.68% |
$29.6K - $31.5K
|
2.44K
$224K
|
|