A detailed history of Alliance Wealth Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Alliance Wealth Advisors, LLC holds 5,365 shares of SCHW stock, worth $426,678. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,365
Previous 5,358 0.13%
Holding current value
$426,678
Previous $347,000 14.41%
% of portfolio
0.21%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$63.31 - $82.85 $443 - $579
7 Added 0.13%
5,365 $397,000
Q3 2024

Oct 16, 2024

BUY
$61.74 - $76.08 $8,767 - $10,803
142 Added 2.72%
5,358 $347,000
Q2 2024

Jul 17, 2024

SELL
$70.03 - $78.9 $35,505 - $40,002
-507 Reduced 8.86%
5,216 $384,000
Q1 2024

Apr 16, 2024

SELL
$61.89 - $72.38 $8,045 - $9,409
-130 Reduced 2.22%
5,723 $414,000
Q4 2023

Jan 10, 2024

SELL
$49.33 - $70.98 $13,467 - $19,377
-273 Reduced 4.46%
5,853 $402,000
Q2 2023

Jul 24, 2023

BUY
$47.37 - $57.14 $55,754 - $67,253
1,177 Added 23.78%
6,126 $347,000
Q1 2023

Apr 06, 2023

BUY
$51.91 - $85.6 $108,803 - $179,417
2,096 Added 73.47%
4,949 $259,000
Q4 2022

Jan 23, 2023

SELL
$67.43 - $83.26 $472 - $582
-7 Reduced 0.24%
2,853 $0
Q3 2022

Oct 11, 2022

BUY
$21.16 - $74.92 $60,517 - $214,271
2,860 New
2,860 $206,000

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $145B
  • 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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