Bsw Wealth Partners Schwab Charles Corp Transaction History

Bsw Wealth Partners

$719 Million
Q2 2025

A detailed history of Bsw Wealth Partners transactions in Schwab Charles Corp stock. As of the latest transaction made, Bsw Wealth Partners holds 5,425 shares of SCHW stock, worth $509,950. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,425

Previous 5,185 4.63%

Holding current value

$509,950

Previous $405,000 21.98%

% of portfolio

0.07%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$69.06 - $91.24 $16,574 - $21,897	240 Added 4.63%	5,425 $494,000
Q1 2025 Apr 24, 2025	SELL	$71.24 - $83.64 $86,627 - $101,706	-1,216 Reduced 19.0%	5,185 $405,000
Q4 2024 Jan 22, 2025	BUY	$63.31 - $82.85 $35,073 - $45,898	554 Added 9.47%	6,401 $473,000
Q3 2024 Oct 29, 2024	BUY	$61.74 - $76.08 $82,978 - $102,251	1,344 Added 29.85%	5,847 $378,000
Q2 2024 Jul 16, 2024	SELL	$70.03 - $78.9 $420 - $473	-6 Reduced 0.13%	4,503 $331,000
Q1 2024 Apr 23, 2024	SELL	$61.89 - $72.38 $12,625 - $14,765	-204 Reduced 4.33%	4,509 $326,000
Q4 2023 Jan 25, 2024	BUY	$49.33 - $70.98 $22,839 - $32,863	463 Added 10.89%	4,713 $324,000
Q3 2023 Oct 27, 2023	SELL	$54.2 - $67.94 $43,197 - $54,148	-797 Reduced 15.79%	4,250 $233,000
Q2 2023 Aug 11, 2023	BUY	$47.37 - $57.14 $9,237 - $11,142	195 Added 4.02%	5,047 $286,000
Q1 2023 May 15, 2023	SELL	$51.91 - $85.6 $79,162 - $130,539	-1,525 Reduced 23.91%	4,852 $254,000
Q4 2022 Feb 13, 2023	SELL	$67.43 - $83.26 $19,756 - $24,395	-293 Reduced 4.39%	6,377 $530,000
Q3 2022 Nov 14, 2022	SELL	$21.16 - $74.92 $3,427 - $12,137	-162 Reduced 2.37%	6,670 $479,000
Q2 2022 Aug 15, 2022	BUY	$59.99 - $83.83 $17,337 - $24,226	289 Added 4.42%	6,832 $432,000
Q1 2022 May 16, 2022	BUY	$75.69 - $95.53 $15,289 - $19,297	202 Added 3.19%	6,543 $552,000
Q4 2021 Feb 14, 2022	BUY	$73.23 - $85.82 $17,648 - $20,682	241 Added 3.95%	6,341 $533,000
Q3 2021 Nov 15, 2021	BUY	$66.68 - $77.38 $61,745 - $71,653	926 Added 17.9%	6,100 $444,000
Q2 2021 Aug 16, 2021	BUY	$63.69 - $76.01 $59,231 - $70,689	930 Added 21.91%	5,174 $377,000
Q1 2021 May 17, 2021	BUY	$51.54 - $67.65 $218,735 - $287,106	4,244 New	4,244 $277,000

Others Institutions Holding SCHW

# of Institutions

2,465

Shares Held

1.46B

Call Options Held

19.2M

Put Options Held

17.9M

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 $171B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.

Account

Bsw Wealth Partners Schwab Charles Corp Transaction History