Arkadios Wealth Advisors Schwab Charles Corp Transaction History

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Schwab Charles Corp stock. As of the latest transaction made, Arkadios Wealth Advisors holds 10,765 shares of SCHW stock, worth $765,391. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,765
Previous 8,929 20.56%
Holding current value
$765,391
Previous $657,000 6.09%
% of portfolio
0.04%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,074
Shares Held
1.51B
Call Options Held
17.2M
Put Options Held
22.9M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $129B
  • 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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