A detailed history of Gibbs Wealth Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Gibbs Wealth Management holds 4,267 shares of SCHW stock, worth $392,179. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,267
Previous 4,639 8.02%
Holding current value
$392,179
Previous $423 Million 3.75%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 30, 2025

SELL
$91.03 - $98.69 $33,863 - $36,712
-372 Reduced 8.02%
4,267 $407 Million
Q2 2025

Aug 13, 2025

BUY
$69.06 - $91.24 $320,369 - $423,262
4,639 New
4,639 $423 Million
Q1 2025

Nov 04, 2025

BUY
$71.24 - $83.64 $7,266 - $8,531
102 Added 2.39%
4,369 $342 Million

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 $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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