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 20, 2026
Q4 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-62- 1.92% |
$5.7K - $6.06K
|
3.16K
$290K
|
|
|
Jan 28, 2026
Q4 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-60- 4.97% |
$5.51K - $5.86K
|
1.15K
$106K
|
|
|
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
|
|
|
Jan 27, 2026
Q4 2025
|
Leisure Capital Management
|
SELL
|
- |
-41- 0.3% |
$3.77K - $4.01K
|
13.6K
$1.25M
|
|
|
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 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-36- 1.34% |
$3.31K - $3.52K
|
2.65K
$244K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-34- 15.11% |
$3.12K - $3.32K
|
191
$17.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-31- 0.31% |
$2.85K - $3.03K
|
9.83K
$904K
|
|
|
Jan 23, 2026
Q4 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-30- 0.02% |
$2.76K - $2.93K
|
122K
$11.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-30- 1.06% |
$2.76K - $2.93K
|
2.81K
$258K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.02% |
$2.39K - $2.54K
|
153K
$14.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-22- 0.6% |
$2.02K - $2.15K
|
3.63K
$333K
|
|
|
Jan 28, 2026
Q4 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
SELL
|
- |
-20- 0.18% |
$1.84K - $1.95K
|
11K
$1.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-16- 0.1% |
$1.47K - $1.56K
|
16.2K
$1.49M
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-15- 5.24% |
$1.38K - $1.47K
|
271
$24.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-15- 2.04% |
$1.38K - $1.47K
|
721
$66.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-11- 0.18% |
$1.01K - $1.07K
|
5.97K
$549K
|
|
|
Jan 21, 2026
Q4 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-8- 0.63% |
$735 - $782
|
1.27K
$116K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.11% |
$551 - $586
|
5.58K
$513K
|
|
|
Jan 15, 2026
Q4 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-3- 0.06% |
$276 - $293
|
5K
$460K
|
|
| 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 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
|
|
|
Nov 13, 2025
Q3 2025
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.31M- 1.56% |
$120M - $130M
|
83M
$7.63B
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.2M- 41.49% |
$109M - $119M
|
1.69M
$156M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.09M- 11.9% |
$99.2M - $108M
|
8.07M
$742M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-1M- 74.66% |
$91.4M - $99.1M
|
341K
$31.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-968K- 6.29% |
$88.1M - $95.5M
|
14.4M
$1.32B
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
PUT |
-887K- 60.34% |
$80.7M - $87.5M
|
583K
$53.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-882K- 30.87% |
$80.3M - $87M
|
1.98M
$182M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-755K- 54.01% |
$68.7M - $74.5M
|
643K
$59.1M
|
|