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 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
|
|
|
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
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.08K- 7.41% |
$462K - $501K
|
63.5K
$5.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Hosking Partners LLP
|
SELL
|
- |
-5K- 1.79% |
$455K - $494K
|
275K
$25.3M
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-4.64K- 4.97% |
$422K - $458K
|
88.7K
$8.15M
|
|