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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-5.79K- 73.06% |
$527K - $572K
|
2.14K
$196K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.75K- 17.19% |
$523K - $567K
|
27.7K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5.73K- 10.54% |
$521K - $565K
|
48.6K
$4.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-5.52K- 0.73% |
$503K - $545K
|
749K
$68.9M
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.48K- 21.95% |
$499K - $541K
|
19.5K
$1.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-5.44K- 13.81% |
$496K - $537K
|
34K
$3.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-5.38K- 7.34% |
$489K - $531K
|
67.9K
$6.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-5.36K- 3.47% |
$488K - $529K
|
149K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.34K- 9.22% |
$486K - $527K
|
52.6K
$4.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.29K- 3.67% |
$481K - $522K
|
139K
$12.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-5.27K- 1.53% |
$480K - $520K
|
339K
$31.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
PUT |
-5.2K- 52.53% |
$473K - $513K
|
4.7K
$432K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-5.2K- 1.82% |
$473K - $513K
|
281K
$25.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.12K- 36.99% |
$466K - $505K
|
8.73K
$802K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.11K- 3.31% |
$465K - $505K
|
149K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.08K- 7.41% |
$462K - $501K
|
63.5K
$5.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-5.06K- 3.09% |
$460K - $499K
|
159K
$14.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Hosking Partners LLP
|
SELL
|
- |
-5K- 1.79% |
$455K - $494K
|
275K
$25.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
SELL
|
- |
-4.92K- 3.49% |
$448K - $485K
|
136K
$12.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.88K- 1.46% |
$444K - $482K
|
330K
$30.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-4.87K- 4.99% |
$443K - $481K
|
92.8K
$8.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.84K- 15.83% |
$440K - $477K
|
25.7K
$2.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
SELL
|
- |
-4.82K- 33.98% |
$439K - $476K
|
9.37K
$861K
|
|
|
Nov 12, 2025
Q3 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-4.72K- 2.5% |
$430K - $466K
|
184K
$16.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-4.69K- 5.84% |
$427K - $463K
|
75.6K
$6.95M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-4.66K- 3.78% |
$424K - $460K
|
119K
$10.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-4.64K- 4.97% |
$422K - $458K
|
88.7K
$8.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.63K- 2.03% |
$421K - $457K
|
223K
$20.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-4.51K- 18.17% |
$410K - $445K
|
20.3K
$1.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.49K- 15.04% |
$409K - $443K
|
25.3K
$2.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-4.34K- 24.52% |
$395K - $429K
|
13.4K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-4.32K- 3.11% |
$393K - $426K
|
134K
$12.3M
|
|
|
Nov 13, 2025
Q3 2025
|
University Of Texas
|
SELL
|
- |
-4.28K- 9.56% |
$390K - $422K
|
40.5K
$3.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-4.28K- 2.58% |
$389K - $422K
|
161K
$14.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-4.22K- 38.46% |
$384K - $417K
|
6.76K
$621K
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-4.21K- 34.45% |
$383K - $415K
|
8.01K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4.19K- 7.42% |
$381K - $414K
|
52.3K
$4.81M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4.18K- 32.66% |
$380K - $412K
|
8.62K
$792K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.13K- 3.03% |
$376K - $408K
|
132K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.1K- 5.14% |
$373K - $405K
|
75.6K
$6.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-4.06K- 3.98% |
$369K - $400K
|
97.9K
$9M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
SELL
|
- |
-4.05K- 6.69% |
$369K - $400K
|
56.5K
$5.19M
|
|
|
Nov 17, 2025
Q3 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-3.87K- 42.4% |
$352K - $382K
|
5.26K
$483K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.84K- 3.07% |
$350K - $379K
|
121K
$11.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3.77K- 38.2% |
$343K - $372K
|
6.1K
$560K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.73K- 1.92% |
$340K - $368K
|
191K
$17.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-3.7K- 2.25% |
$337K - $365K
|
161K
$14.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.68K- 2.12% |
$335K - $363K
|
170K
$15.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-3.62K- 3.06% |
$329K - $357K
|
115K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.59K- 7.56% |
$326K - $354K
|
43.9K
$4.03M
|
|