Allen Mooney & Barnes Investment Advisors LLC Schwab Charles Corp Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$642 Billion
Q3 2025

A detailed history of Allen Mooney & Barnes Investment Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Allen Mooney & Barnes Investment Advisors LLC holds 145,928 shares of SCHW stock, worth $13.4 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

145,928

Previous 181,949 19.8%

Holding current value

$13.4 Million

Previous $16.6 Billion 16.08%

% of portfolio

2.17%

Previous 2.73%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$91.03 - $98.69 $3.28 Million - $3.55 Million	-36,021 Reduced 19.8%	145,928 $13.9 Billion
Q2 2025 Jul 08, 2025	SELL	$69.06 - $91.24 $106,352 - $140,509	-1,540 Reduced 0.84%	181,949 $16.6 Billion
Q1 2025 Apr 15, 2025	BUY	$71.24 - $83.64 $282,039 - $331,130	3,959 Added 2.21%	183,489 $14.4 Billion
Q4 2024 Jan 14, 2025	BUY	$63.31 - $82.85 $166,378 - $217,729	2,628 Added 1.49%	179,530 $13.3 Billion
Q3 2024 Oct 15, 2024	SELL	$61.74 - $76.08 $209,298 - $257,911	-3,390 Reduced 1.88%	176,902 $11.5 Billion

Q2 2024 Jul 11, 2024	BUY	$70.03 - $78.9 $89,918 - $101,307	1,284 Added 0.72%	180,292 $13.3 Billion
Q1 2024 Apr 12, 2024	BUY	$61.89 - $72.38 $15,163 - $17,733	245 Added 0.14%	179,008 $12.6 Billion
Q4 2023 Jan 22, 2024	BUY	$49.33 - $70.98 $193,718 - $278,738	3,927 Added 2.25%	178,763 $12.3 Billion
Q3 2023 Nov 21, 2023	BUY	$54.2 - $67.94 $9.48 Million - $11.9 Million	174,836 New	174,836 $9.6 Billion
Q2 2023 May 23, 2024	BUY	$47.37 - $57.14 $7.58 Million - $9.14 Million	159,971 Added 2365.39%	166,734 $9.45 Billion
Q1 2023 May 23, 2024	SELL	$51.91 - $85.6 $41,476 - $68,394	-799 Reduced 10.57%	6,763 $354 Million
Q4 2022 May 23, 2024	SELL	$67.43 - $83.26 $11.6 Million - $14.3 Million	-171,446 Reduced 95.78%	7,562 $630 Million
Q3 2022 May 23, 2024	SELL	$21.16 - $74.92 $1,671 - $5,918	-79 Reduced 1.03%	7,561 $543 Million
Q2 2022 May 23, 2024	BUY	$59.99 - $83.83 $119 - $167	2 Added 0.03%	7,640 $483 Million
Q1 2022 May 23, 2024	SELL	$75.69 - $95.53 $13 Million - $16.4 Million	-171,370 Reduced 95.73%	7,638 $644 Million

Others Institutions Holding SCHW

# of Institutions

2,511

Shares Held

1.42B

Call Options Held

15.4M

Put Options Held

19.1M

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $167B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

More about SCHW

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Allen Mooney & Barnes Investment Advisors LLC Schwab Charles Corp Transaction History