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 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-517- 2.21% |
$47.5K - $50.5K
|
22.9K
$2.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-509- 12.84% |
$46.8K - $49.7K
|
3.46K
$318K
|
|
|
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 27, 2026
Q4 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-369- 8.62% |
$33.9K - $36.1K
|
3.91K
$360K
|
|
|
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 26, 2026
Q4 2025
|
Pds Planning, Inc
|
SELL
|
- |
-358- 3.5% |
$32.9K - $35K
|
9.86K
$906K
|
|
|
Jan 22, 2026
Q4 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-341- 0.56% |
$31.3K - $33.3K
|
60.3K
$5.55M
|
|
|
Jan 26, 2026
Q4 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-338- 5.75% |
$31.1K - $33K
|
5.54K
$509K
|
|
|
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
|
|
|
Jan 26, 2026
Q4 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-304- 9.3% |
$27.9K - $29.7K
|
2.97K
$273K
|
|
|
Jan 21, 2026
Q4 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-300- 8.96% |
$27.6K - $29.3K
|
3.05K
$280K
|
|
|
Jan 15, 2026
Q4 2025
|
Meyer Handelman CO
|
SELL
|
- |
-292- 11.72% |
$26.8K - $28.5K
|
2.2K
$202K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-289- 1.22% |
$26.6K - $28.2K
|
23.3K
$2.14M
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-280- 10.84% |
$25.7K - $27.4K
|
2.3K
$212K
|
|
|
Jan 23, 2026
Q4 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-278- 10.09% |
$25.6K - $27.2K
|
2.48K
$228K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-273- 8.93% |
$25.1K - $26.7K
|
2.78K
$256K
|
|
|
Jan 27, 2026
Q4 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-270- 2.12% |
$24.8K - $26.4K
|
12.5K
$1.14M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-270- 0.89% |
$24.8K - $26.4K
|
30K
$2.76M
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-254- 47.83% |
$23.3K - $24.8K
|
277
$25.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-254- 1.52% |
$23.3K - $24.8K
|
16.5K
$1.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-252- 3.02% |
$23.2K - $24.6K
|
8.11K
$745K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-241- 3.73% |
$22.2K - $23.5K
|
6.22K
$572K
|
|
|
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 26, 2026
Q4 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-229- 3.09% |
$21K - $22.4K
|
7.18K
$660K
|
|
|
Jan 27, 2026
Q4 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-226- 5.97% |
$20.8K - $22.1K
|
3.56K
$327K
|
|
|
Jan 12, 2026
Q4 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-225- 0.8% |
$20.7K - $22K
|
28K
$2.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-223- 2.57% |
$20.5K - $21.8K
|
8.45K
$777K
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
SELL
|
- |
-220- 6.36% |
$20.2K - $21.5K
|
3.24K
$298K
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-218- 0.31% |
$20K - $21.3K
|
71.2K
$6.55M
|
|
|
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 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-204- 8.41% |
$18.7K - $19.9K
|
2.22K
$204K
|
|
|
Jan 21, 2026
Q4 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-200- 10.78% |
$18.4K - $19.5K
|
1.66K
$152K
|
|
|
Jan 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-189- 1.68% |
$17.4K - $18.5K
|
11K
$1.01M
|
|
|
Jan 26, 2026
Q4 2025
|
Thomasville National Bank
|
SELL
|
- |
-176- 1.56% |
$16.2K - $17.2K
|
11.1K
$1.02M
|
|