A detailed history of Clearstead Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Clearstead Advisors, LLC holds 223,588 shares of SCHW stock, worth $16.7 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
223,588
Previous 223,453 0.06%
Holding current value
$16.7 Million
Previous $16.5 Million 12.0%
% of portfolio
0.23%
Previous 0.28%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$61.74 - $76.08 $8,334 - $10,270
135 Added 0.06%
223,588 $14.5 Million
Q2 2024

Aug 09, 2024

BUY
$70.03 - $78.9 $13 Million - $14.6 Million
185,590 Added 490.16%
223,453 $16.5 Million
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $46,603 - $54,502
753 Added 2.03%
37,863 $2.74 Million
Q4 2023

Feb 12, 2024

BUY
$49.33 - $70.98 $123,078 - $177,095
2,495 Added 7.21%
37,110 $2.55 Million
Q3 2023

Nov 13, 2023

SELL
$54.2 - $67.94 $50,135 - $62,844
-925 Reduced 2.6%
34,615 $1.9 Million
Q3 2023

Nov 07, 2023

SELL
$54.2 - $67.94 $75,121 - $94,164
-1,386 Reduced 3.75%
35,540 $1.95 Million
Q2 2023

Aug 07, 2023

BUY
$47.37 - $57.14 $1.16 Million - $1.4 Million
24,447 Added 195.91%
36,926 $2.09 Million
Q1 2023

May 09, 2023

BUY
$51.91 - $85.6 $111,762 - $184,296
2,153 Added 20.85%
12,479 $653,000
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $40,862 - $50,455
606 Added 6.23%
10,326 $859,000
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $4,591 - $16,257
217 Added 2.28%
9,720 $699,000
Q2 2022

Aug 12, 2022

BUY
$59.99 - $83.83 $59 - $83
1 Added 0.01%
9,503 $600,000
Q1 2022

May 04, 2022

BUY
$75.69 - $95.53 $151,228 - $190,868
1,998 Added 26.63%
9,502 $801,000
Q4 2021

Feb 14, 2022

BUY
$73.23 - $85.82 $29,218 - $34,242
399 Added 5.62%
7,504 $631,000
Q3 2021

Nov 12, 2021

SELL
$66.68 - $77.38 $8,068 - $9,362
-121 Reduced 1.67%
7,105 $518,000
Q2 2021

Aug 12, 2021

BUY
$63.69 - $76.01 $7,770 - $9,273
122 Added 1.72%
7,226 $526,000
Q1 2021

May 14, 2021

BUY
$51.54 - $67.65 $34,892 - $45,799
677 Added 10.53%
7,104 $463,000
Q4 2020

Feb 11, 2021

BUY
$36.75 - $53.04 $5,512 - $7,956
150 Added 2.39%
6,427 $341,000
Q3 2020

Nov 12, 2020

SELL
$33.02 - $36.28 $39,095 - $42,955
-1,184 Reduced 15.87%
6,277 $227,000
Q2 2020

Aug 11, 2020

BUY
$31.75 - $42.82 $29,591 - $39,908
932 Added 14.27%
7,461 $252,000
Q1 2020

May 14, 2020

SELL
$28.43 - $49.0 $191,078 - $329,329
-6,721 Reduced 50.72%
6,529 $220,000
Q4 2019

Feb 11, 2020

SELL
$35.1 - $51.07 $315 - $459
-9 Reduced 0.07%
13,250 $630,000
Q3 2019

Nov 12, 2019

BUY
$36.12 - $44.28 $54,505 - $66,818
1,509 Added 12.84%
13,259 $555,000
Q2 2019

Aug 08, 2019

SELL
$39.15 - $46.26 $1,957 - $2,313
-50 Reduced 0.42%
11,750 $472,000
Q1 2019

May 14, 2019

BUY
$40.72 - $47.98 $97,687 - $115,104
2,399 Added 25.52%
11,800 $505,000
Q4 2018

Feb 11, 2019

BUY
$38.25 - $52.17 $109,165 - $148,893
2,854 Added 43.59%
9,401 $390,000
Q3 2018

Nov 13, 2018

SELL
$49.15 - $54.22 $131,427 - $144,984
-2,674 Reduced 29.0%
6,547 $322,000
Q2 2018

Aug 07, 2018

BUY
$50.11 - $59.59 $136,800 - $162,680
2,730 Added 42.06%
9,221 $471,000
Q4 2017

Feb 09, 2018

BUY
$43.27 - $52.28 $36,130 - $43,653
835 Added 14.76%
6,491 $333,000
Q3 2017

Nov 09, 2017

BUY
$38.11 - $44.04 $215,550 - $249,090
5,656
5,656 $247,000

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 $136B
  • 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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