Concord Wealth Partners Schwab Charles Corp Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Schwab Charles Corp stock. As of the latest transaction made, Concord Wealth Partners holds 1,657 shares of SCHW stock, worth $152,294. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,657
Previous 1,618 2.41%
Holding current value
$152,294
Previous $147,000 7.48%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$91.03 - $98.69 $3,550 - $3,848
39 Added 2.41%
1,657 $158,000
Q2 2025

Jul 25, 2025
SELL
$69.06 - $91.24 $27,278 - $36,039
-395 Reduced 19.62%
1,618 $147,000
Q1 2025

May 02, 2025
BUY
$71.24 - $83.64 $5,556 - $6,523
78 Added 4.03%
2,013 $157,000
Q4 2024

Jan 23, 2025
SELL
$63.31 - $82.85 $3,988 - $5,219
-63 Reduced 3.15%
1,935 $143,000
Q3 2024

Oct 24, 2024
BUY
$61.74 - $76.08 $63,653 - $78,438
1,031 Added 106.62%
1,998 $129,000
Q2 2024

Jul 31, 2024
SELL
$70.03 - $78.9 $134,177 - $151,172
-1,916 Reduced 66.46%
967 $71,000
Q1 2024

Apr 30, 2024
SELL
$61.89 - $72.38 $36,700 - $42,921
-593 Reduced 17.06%
2,883 $208,000
Q4 2023

Apr 30, 2024
SELL
$49.33 - $70.98 $65,115 - $93,693
-1,320 Reduced 27.52%
3,476 $239,000
Q4 2023

Feb 05, 2024
SELL
$49.33 - $70.98 $65,115 - $93,693
-1,320 Reduced 27.52%
3,476 $239,000
Q3 2023

Apr 30, 2024
BUY
$54.2 - $67.94 $71,544 - $89,680
1,320 Added 37.97%
4,796 $263,000
Q3 2023

Oct 25, 2023
BUY
$54.2 - $67.94 $160,432 - $201,102
2,960 Added 161.22%
4,796 $263,000
Q2 2023

Aug 07, 2023
BUY
$47.37 - $57.14 $14,874 - $17,941
314 Added 20.63%
1,836 $104,000
Q1 2023

Apr 26, 2023
BUY
$51.91 - $85.6 $4,204 - $6,933
81 Added 5.62%
1,522 $79,000
Q4 2022

Jan 27, 2023
BUY
$67.43 - $83.26 $97,166 - $119,977
1,441 New
1,441 $119,000
Q2 2022

Aug 04, 2022
BUY
$59.99 - $83.83 $12,177 - $17,017
203 Added 12.65%
1,808 $114,000
Q1 2022

Apr 20, 2022
SELL
$75.69 - $95.53 $6,433 - $8,120
-85 Reduced 5.03%
1,605 $135,000
Q4 2021

Jan 21, 2022
BUY
$73.23 - $85.82 $12,522 - $14,675
171 Added 11.26%
1,690 $142,000
Q3 2021

Nov 09, 2021
SELL
$66.68 - $77.38 $8,134 - $9,440
-122 Reduced 7.43%
1,519 $111,000
Q2 2021

Jul 29, 2021
SELL
$63.69 - $76.01 $636 - $760
-10 Reduced 0.61%
1,641 $119,000
Q1 2021

May 13, 2021
BUY
$51.54 - $67.65 $10,978 - $14,409
213 Added 14.81%
1,651 $108,000
Q4 2020

Feb 16, 2021
BUY
$36.75 - $53.04 $52,846 - $76,271
1,438 New
1,438 $76,000

Others Institutions Holding SCHW

# of Institutions
2,508
Shares Held
1.42B
Call Options Held
15.3M
Put Options Held
19M
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 $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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