Arkadios Wealth Advisors Schwab Charles Corp Transaction History

Arkadios Wealth Advisors

$3.83 Billion
Q3 2025

A detailed history of Arkadios Wealth Advisors transactions in Schwab Charles Corp stock. As of the latest transaction made, Arkadios Wealth Advisors holds 64,520 shares of SCHW stock, worth $5.93 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

64,520

Previous 57,782 11.66%

Holding current value

$5.93 Million

Previous $5.27 Million 16.82%

% of portfolio

0.16%

Previous 0.17%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$91.03 - $98.69 $613,360 - $664,973	6,738 Added 11.66%	64,520 $6.16 Million
Q2 2025 Aug 04, 2025	BUY	$69.06 - $91.24 $50,966 - $67,335	738 Added 1.29%	57,782 $5.27 Million
Q1 2025 May 08, 2025	BUY	$71.24 - $83.64 $3.22 Million - $3.78 Million	45,180 Added 380.82%	57,044 $4.47 Million
Q4 2024 Jan 15, 2025	BUY	$63.31 - $82.85 $69,577 - $91,052	1,099 Added 10.21%	11,864 $878,000
Q3 2024 Oct 24, 2024	BUY	$61.74 - $76.08 $113,354 - $139,682	1,836 Added 20.56%	10,765 $697,000

Q2 2024 Jul 29, 2024	BUY	$70.03 - $78.9 $171,573 - $193,305	2,450 Added 37.81%	8,929 $657,000
Q1 2024 Apr 30, 2024	BUY	$61.89 - $72.38 $4,270 - $4,994	69 Added 1.08%	6,479 $468,000
Q4 2023 Jan 24, 2024	BUY	$49.33 - $70.98 $3,601 - $5,181	73 Added 1.15%	6,410 $441,000
Q3 2023 Oct 13, 2023	SELL	$54.2 - $67.94 $79,240 - $99,328	-1,462 Reduced 18.75%	6,337 $347,000
Q2 2023 Jul 26, 2023	SELL	$47.37 - $57.14 $26,242 - $31,655	-554 Reduced 6.63%	7,799 $442,000
Q1 2023 May 02, 2023	BUY	$51.91 - $85.6 $37,738 - $62,231	727 Added 9.53%	8,353 $437,000
Q4 2022 Jan 11, 2023	BUY	$67.43 - $83.26 $6,675 - $8,242	99 Added 1.32%	7,626 $0
Q3 2022 Oct 21, 2022	BUY	$21.16 - $74.92 $4,295 - $15,208	203 Added 2.77%	7,527 $541,000
Q2 2022 Jul 14, 2022	SELL	$59.99 - $83.83 $110,921 - $155,001	-1,849 Reduced 20.16%	7,324 $463,000
Q1 2022 May 02, 2022	SELL	$75.69 - $95.53 $105,587 - $133,264	-1,395 Reduced 13.2%	9,173 $773,000
Q4 2021 Feb 03, 2022	SELL	$73.23 - $85.82 $17,062 - $19,996	-233 Reduced 2.16%	10,568 $889,000
Q3 2021 Oct 19, 2021	SELL	$66.68 - $77.38 $35,673 - $41,398	-535 Reduced 4.72%	10,801 $786,000
Q2 2021 Jul 28, 2021	BUY	$63.69 - $76.01 $204,890 - $244,524	3,217 Added 39.62%	11,336 $825,000
Q1 2021 Apr 26, 2021	SELL	$51.54 - $67.65 $22,986 - $30,171	-446 Reduced 5.21%	8,119 $529,000
Q4 2020 Feb 09, 2021	BUY	$36.75 - $53.04 $118,886 - $171,584	3,235 Added 60.69%	8,565 $454,000
Q3 2020 Nov 10, 2020	BUY	$33.02 - $36.28 $55,572 - $61,059	1,683 Added 46.15%	5,330 $209 Million
Q2 2020 Aug 10, 2020	BUY	$31.75 - $42.82 $61,626 - $83,113	1,941 Added 113.77%	3,647 $126 Million
Q1 2020 May 14, 2020	SELL	$28.43 - $49.0 $2,018 - $3,479	-71 Reduced 4.0%	1,706 $57.4 Million
Q4 2019 Feb 14, 2020	BUY	$35.1 - $51.07 $62,372 - $90,751	1,777 New	1,777 $84,000

Others Institutions Holding SCHW

# of Institutions

2,513

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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Arkadios Wealth Advisors Schwab Charles Corp Transaction History