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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-12.7K- 2.13% |
$1.16M - $1.26M
|
584K
$53.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-12.3K- 9.69% |
$1.12M - $1.21M
|
114K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-12K- 11.0% |
$1.09M - $1.18M
|
97.1K
$8.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-11.7K- 5.34% |
$1.07M - $1.16M
|
208K
$19.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-11.6K- 6.08% |
$1.05M - $1.14M
|
179K
$16.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-11.5K- 2.61% |
$1.05M - $1.14M
|
430K
$39.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
SELL
|
- |
-11.5K- 12.13% |
$1.05M - $1.13M
|
83.3K
$7.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-11.4K- 0.57% |
$1.04M - $1.13M
|
1.99M
$183M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-11.3K- 1.51% |
$1.03M - $1.12M
|
738K
$67.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-11.2K- 8.78% |
$1.02M - $1.1M
|
116K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-11K- 5.64% |
$1M - $1.09M
|
184K
$16.9M
|
|
|
Nov 10, 2025
Q3 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-11K- 31.48% |
$1M - $1.09M
|
23.9K
$2.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-10.9K- 5.16% |
$992K - $1.08M
|
201K
$18.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-10.9K- 2.24% |
$992K - $1.08M
|
475K
$43.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-9.92K- 68.05% |
$903K - $979K
|
4.66K
$428K
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.92K- 0.97% |
$903K - $979K
|
1.01M
$92.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-9.84K- 10.47% |
$896K - $971K
|
84.1K
$7.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.73K- 1.96% |
$885K - $960K
|
488K
$44.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-9.43K- 19.69% |
$858K - $930K
|
38.4K
$3.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.35K- 2.58% |
$851K - $923K
|
354K
$32.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-9.27K- 79.04% |
$844K - $915K
|
2.46K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-9.14K- 2.18% |
$832K - $902K
|
410K
$37.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-9.1K- 8.76% |
$828K - $898K
|
94.8K
$8.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.92K- 10.14% |
$812K - $880K
|
79K
$7.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
SELL
|
- |
-8.83K- 5.07% |
$804K - $871K
|
165K
$15.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.76K- 11.3% |
$798K - $865K
|
68.8K
$6.32M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.53K- 2.29% |
$777K - $842K
|
365K
$33.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-8.52K- 1.13% |
$776K - $841K
|
747K
$68.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-8.41K- 36.26% |
$766K - $830K
|
14.8K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-8.38K- 1.67% |
$763K - $827K
|
492K
$45.3M
|
|
|
Nov 25, 2025
Q3 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-8.34K- 4.89% |
$759K - $823K
|
162K
$14.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-8.33K- 6.56% |
$758K - $822K
|
119K
$10.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-8.31K- 51.27% |
$757K - $820K
|
7.9K
$726K
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-8.2K- 20.31% |
$746K - $809K
|
32.2K
$2.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-7.08K- 2.67% |
$644K - $699K
|
258K
$23.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-7.06K- 4.46% |
$642K - $696K
|
151K
$13.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.97K- 63.37% |
$634K - $688K
|
4.03K
$370K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-6.89K- 7.72% |
$627K - $680K
|
82.4K
$7.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-6.79K- 21.84% |
$618K - $670K
|
24.3K
$2.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-6.68K- 2.46% |
$608K - $659K
|
265K
$24.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.67K- 12.02% |
$607K - $658K
|
48.8K
$4.49M
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-6.2K- 36.15% |
$564K - $611K
|
10.9K
$1.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.01K- 3.75% |
$547K - $593K
|
154K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-5.93K- 10.47% |
$540K - $585K
|
50.7K
$4.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-5.89K- 17.48% |
$536K - $581K
|
27.8K
$2.55M
|
|
|
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
|
|
|
Jan 23, 2026
Q3 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-5.52K- 2.08% |
$502K - $545K
|
260K
$23.9M
|
|