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
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-176- 0.69% |
$16.2K - $17.2K
|
25.5K
$2.34M
|
|
|
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 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-154- 6.27% |
$14.2K - $15K
|
2.3K
$212K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-154- 5.19% |
$14.2K - $15K
|
2.81K
$259K
|
|
|
Jan 27, 2026
Q4 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-150- 2.57% |
$13.8K - $14.7K
|
5.69K
$523K
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-145- 3.27% |
$13.3K - $14.2K
|
4.29K
$394K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-142- 2.01% |
$13.1K - $13.9K
|
6.92K
$636K
|
|
|
Jan 26, 2026
Q4 2025
|
Fruth Investment Management
|
SELL
|
- |
-141- 0.98% |
$13K - $13.8K
|
14.3K
$1.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-139- 10.35% |
$12.8K - $13.6K
|
1.2K
$111K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-134- 4.16% |
$12.3K - $13.1K
|
3.09K
$284K
|
|
|
Jan 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-129- 0.87% |
$11.9K - $12.6K
|
14.7K
$1.35M
|
|
|
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 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-124- 1.37% |
$11.4K - $12.1K
|
8.95K
$822K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-121- 1.39% |
$11.1K - $11.8K
|
8.6K
$791K
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-110- 0.73% |
$10.1K - $10.7K
|
14.9K
$1.37M
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-108- 0.31% |
$9.93K - $10.6K
|
34.6K
$3.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-108- 2.97% |
$9.93K - $10.6K
|
3.53K
$324K
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
SELL
|
- |
-107- 19.21% |
$9.83K - $10.5K
|
450
$41.4K
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-105- 3.28% |
$9.65K - $10.3K
|
3.1K
$285K
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-105- 3.23% |
$9.65K - $10.3K
|
3.15K
$289K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-105- 4.18% |
$9.65K - $10.3K
|
2.4K
$221K
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
SELL
|
- |
-104- 0.35% |
$9.56K - $10.2K
|
29.8K
$2.73M
|
|
|
Jan 27, 2026
Q4 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-100- 0.53% |
$9.19K - $9.77K
|
18.8K
$1.73M
|
|
|
Jan 13, 2026
Q4 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-100- 4.17% |
$9.19K - $9.77K
|
2.3K
$211K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-99- 3.25% |
$9.1K - $9.67K
|
2.95K
$271K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-98- 4.12% |
$9.01K - $9.58K
|
2.28K
$209K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
SELL
|
- |
-98- 2.66% |
$9.01K - $9.58K
|
3.58K
$329K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.19% |
$8.82K - $9.38K
|
49.4K
$4.54M
|
|
|
Jan 14, 2026
Q4 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-95- 0.17% |
$8.73K - $9.28K
|
57.1K
$5.25M
|
|
|
Jan 21, 2026
Q4 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-92- 3.92% |
$8.46K - $8.99K
|
2.25K
$207K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-84- 0.29% |
$7.72K - $8.21K
|
28.5K
$2.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-84- 0.17% |
$7.72K - $8.21K
|
48.1K
$4.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-81- 6.14% |
$7.44K - $7.91K
|
1.24K
$114K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-77- 1.94% |
$7.08K - $7.52K
|
3.9K
$359K
|
|
|
Jan 26, 2026
Q4 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-74- 0.73% |
$6.8K - $7.23K
|
10K
$920K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-73- 2.84% |
$6.71K - $7.13K
|
2.5K
$230K
|
|
|
Jan 20, 2026
Q4 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-72- 1.55% |
$6.62K - $7.04K
|
4.57K
$420K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
SELL
|
- |
-70- 0.89% |
$6.43K - $6.84K
|
7.78K
$715K
|
|
|
Jan 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-62- 1.92% |
$5.7K - $6.06K
|
3.16K
$290K
|
|
|
Jan 26, 2026
Q4 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-59- 2.59% |
$5.42K - $5.76K
|
2.22K
$204K
|
|
|
Jan 23, 2026
Q4 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-59- 2.47% |
$5.42K - $5.76K
|
2.33K
$214K
|
|
|
Jan 23, 2026
Q4 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-57- 0.12% |
$5.24K - $5.57K
|
49.3K
$4.53M
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-55- 2.35% |
$5.06K - $5.37K
|
2.28K
$210K
|
|
|
Jan 26, 2026
Q4 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-51- 0.26% |
$4.69K - $4.98K
|
19.3K
$1.78M
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-51- 1.82% |
$4.69K - $4.98K
|
2.76K
$253K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-48- 0.25% |
$4.41K - $4.69K
|
19K
$1.75M
|
|
|
Jan 27, 2026
Q4 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-47- 0.36% |
$4.32K - $4.59K
|
13K
$1.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-46- 0.59% |
$4.23K - $4.49K
|
7.73K
$710K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-43- 0.79% |
$3.95K - $4.2K
|
5.37K
$493K
|
|