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 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.99K- 1.56% |
$181K - $197K
|
126K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-1.99K- 29.25% |
$181K - $196K
|
4.8K
$441K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.95K- 6.08% |
$178K - $193K
|
30.2K
$2.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.95K- 2.04% |
$177K - $192K
|
93.7K
$8.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.83K- 1.13% |
$167K - $181K
|
161K
$14.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-1.8K- 3.28% |
$164K - $178K
|
53K
$4.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.8K- 1.65% |
$164K - $178K
|
107K
$9.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-1.76K- 57.15% |
$160K - $174K
|
1.32K
$121K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.75K- 1.58% |
$160K - $173K
|
110K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-1.73K- 2.94% |
$158K - $171K
|
57.2K
$5.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-1.73K- 2.36% |
$157K - $170K
|
71.4K
$6.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.7K- 3.19% |
$154K - $167K
|
51.5K
$4.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.69K- 9.91% |
$154K - $167K
|
15.4K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.69K- 11.49% |
$154K - $167K
|
13K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.67K- 18.66% |
$152K - $165K
|
7.29K
$670K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-1.66K- 3.28% |
$151K - $164K
|
49K
$4.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-1.66K- 2.66% |
$151K - $164K
|
60.7K
$5.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.64K- 1.65% |
$150K - $162K
|
98.1K
$9.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.63K- 20.44% |
$148K - $161K
|
6.33K
$582K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.61K- 20.86% |
$147K - $159K
|
6.12K
$562K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.61K- 16.65% |
$146K - $158K
|
8.04K
$739K
|
|
|
Oct 20, 2025
Q3 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-1.6K- 2.4% |
$146K - $158K
|
65.1K
$5.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-1.57K- 47.2% |
$143K - $155K
|
1.75K
$161K
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.53K- 4.21% |
$140K - $151K
|
34.9K
$3.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.52K- 1.73% |
$139K - $150K
|
86.7K
$7.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.52K- 18.24% |
$138K - $150K
|
6.81K
$626K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.48K- 1.53% |
$135K - $146K
|
95.5K
$8.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.48K- 5.76% |
$135K - $146K
|
24.2K
$2.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.47K- 0.82% |
$133K - $145K
|
177K
$16.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.45K- 6.1% |
$132K - $143K
|
22.3K
$2.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.44K- 8.34% |
$131K - $142K
|
15.8K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-1.4K- 19.7% |
$127K - $138K
|
5.71K
$525K
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 3.95% |
$127K - $137K
|
33.8K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.38K- 2.68% |
$125K - $136K
|
49.9K
$4.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.36K- 8.35% |
$124K - $134K
|
14.9K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-1.34K- 1.98% |
$122K - $133K
|
66.3K
$6.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.32K- 11.77% |
$120K - $130K
|
9.86K
$906K
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.25K- 31.54% |
$114K - $124K
|
2.72K
$250K
|
|
|
Oct 14, 2025
Q3 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.24K- 1.26% |
$113K - $123K
|
97.3K
$8.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.23K- 2.48% |
$112K - $122K
|
48.5K
$4.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-1.23K- 4.99% |
$112K - $121K
|
23.4K
$2.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.23K- 0.76% |
$112K - $121K
|
159K
$14.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.2K- 4.09% |
$110K - $119K
|
28.2K
$2.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.2K- 17.14% |
$109K - $119K
|
5.81K
$534K
|
|
|
Nov 14, 2025
Q3 2025
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-1.19K- 12.66% |
$109K - $118K
|
8.24K
$757K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.19K- 0.54% |
$108K - $117K
|
219K
$20.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.17K- 1.55% |
$106K - $115K
|
73.9K
$6.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.15K- 12.07% |
$105K - $113K
|
8.38K
$770K
|
|
|
Nov 12, 2025
Q3 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.13K- 9.04% |
$103K - $111K
|
11.3K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.11K- 21.03% |
$101K - $110K
|
4.17K
$383K
|
|