A detailed history of First Horizon Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, First Horizon Advisors, Inc. holds 2,965 shares of SCHW stock, worth $231,092. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,965
Previous 3,738 20.68%
Holding current value
$231,092
Previous $275,000 30.18%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

SELL
$61.74 - $76.08 $47,725 - $58,809
-773 Reduced 20.68%
2,965 $192,000
Q2 2024

Jul 19, 2024

SELL
$70.03 - $78.9 $4,762 - $5,365
-68 Reduced 1.79%
3,738 $275,000
Q1 2024

Apr 26, 2024

BUY
$61.89 - $72.38 $34,844 - $40,749
563 Added 17.36%
3,806 $275,000
Q4 2023

Feb 06, 2024

BUY
$49.33 - $70.98 $13,516 - $19,448
274 Added 9.23%
3,243 $223,000
Q3 2023

Oct 27, 2023

SELL
$54.2 - $67.94 $47,154 - $59,107
-870 Reduced 22.66%
2,969 $162,000
Q2 2023

Aug 03, 2023

BUY
$47.37 - $57.14 $32,069 - $38,683
677 Added 21.41%
3,839 $217,000
Q1 2023

May 15, 2023

SELL
$51.91 - $85.6 $69,351 - $114,361
-1,336 Reduced 29.7%
3,162 $165,000
Q4 2022

Feb 10, 2023

SELL
$67.43 - $83.26 $22,993 - $28,391
-341 Reduced 7.05%
4,498 $374,000
Q3 2022

Nov 09, 2022

BUY
$21.16 - $74.92 $4,591 - $16,257
217 Added 4.69%
4,839 $346,000
Q2 2022

Aug 02, 2022

SELL
$59.99 - $83.83 $22,556 - $31,520
-376 Reduced 7.52%
4,622 $292,000
Q1 2022

May 10, 2022

BUY
$75.69 - $95.53 $14,078 - $17,768
186 Added 3.87%
4,998 $422,000
Q4 2021

Feb 09, 2022

BUY
$73.23 - $85.82 $14,060 - $16,477
192 Added 4.16%
4,812 $404,000
Q3 2021

Nov 15, 2021

SELL
$66.68 - $77.38 $12,269 - $14,237
-184 Reduced 3.83%
4,620 $336,000
Q3 2021

Nov 09, 2021

BUY
$66.68 - $77.38 $190,238 - $220,765
2,853 Added 146.23%
4,804 $349,000
Q2 2021

Aug 09, 2021

SELL
$63.69 - $76.01 $39,105 - $46,670
-614 Reduced 23.94%
1,951 $142,000
Q1 2021

May 11, 2021

BUY
$51.54 - $67.65 $7,009 - $9,200
136 Added 5.6%
2,565 $167,000
Q4 2020

Feb 11, 2021

BUY
$36.75 - $53.04 $1,874 - $2,705
51 Added 2.14%
2,429 $128,000
Q3 2020

Nov 12, 2020

BUY
$33.02 - $36.28 $3,632 - $3,990
110 Added 4.85%
2,378 $86,000
Q2 2020

Jul 31, 2020

BUY
$31.75 - $42.82 $4,476 - $6,037
141 Added 6.63%
2,268 $76,000
Q1 2020

May 05, 2020

SELL
$28.43 - $49.0 $824 - $1,421
-29 Reduced 1.35%
2,127 $71,000
Q4 2019

Jan 07, 2020

SELL
$35.1 - $51.07 $2,597 - $3,779
-74 Reduced 3.32%
2,156 $102,000
Q3 2019

Oct 23, 2019

SELL
$36.12 - $44.28 $7,007 - $8,590
-194 Reduced 8.0%
2,230 $93,000
Q2 2019

Aug 05, 2019

SELL
$39.15 - $46.26 $126,297 - $149,234
-3,226 Reduced 57.1%
2,424 $0
Q1 2019

Apr 26, 2019

BUY
$40.72 - $47.98 $39,335 - $46,348
966 Added 20.62%
5,650 $0
Q4 2018

Feb 11, 2019

SELL
$38.25 - $52.17 $134,334 - $183,221
-3,512 Reduced 42.85%
4,684 $194,000
Q3 2018

Nov 05, 2018

BUY
$49.15 - $54.22 $256,956 - $283,462
5,228 Added 176.15%
8,196 $0
Q3 2018

Nov 05, 2018

SELL
$49.15 - $54.22 $529,247 - $583,840
-10,768 Reduced 78.39%
2,968 $0
Q2 2018

Aug 07, 2018

BUY
$50.11 - $59.59 $111,494 - $132,587
2,225 Added 19.33%
13,736 $0
Q1 2018

May 02, 2018

SELL
$48.9 - $57.76 $4,743 - $5,602
-97 Reduced 0.84%
11,511 $0
Q4 2017

Jan 25, 2018

BUY
$43.27 - $52.28 $81,823 - $98,861
1,891 Added 19.46%
11,608 $0
Q3 2017

Nov 09, 2017

BUY
$38.11 - $44.04 $1,791 - $2,069
47 Added 0.49%
9,717 $0
Q2 2017

Aug 14, 2017

BUY
N/A
9,670
9,670 $0

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 $142B
  • 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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