Good Life Advisors, LLC Schwab Charles Corp Transaction History

Good Life Advisors, LLC

  • $1.35 Billion
  • Q1 2025

A detailed history of Good Life Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Good Life Advisors, LLC holds 7,669 shares of SCHW stock, worth $755,933. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,669
Previous 8,573 10.54%
Holding current value
$755,933
Previous $634,000 5.36%
% of portfolio
0.04%
Previous 0.05%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$71.24 - $83.64 $64,400 - $75,610
-904 Reduced 10.54%
7,669 $600,000
Q4 2024

Jan 31, 2025
SELL
$63.31 - $82.85 $121,745 - $159,320
-1,923 Reduced 18.32%
8,573 $634,000
Q3 2024

Oct 16, 2024
BUY
$61.74 - $76.08 $116,812 - $143,943
1,892 Added 21.99%
10,496 $680,000
Q2 2024

Jul 17, 2024
SELL
$70.03 - $78.9 $13,515 - $15,227
-193 Reduced 2.19%
8,604 $634,000
Q1 2024

May 02, 2024
SELL
$61.89 - $72.38 $41,961 - $49,073
-678 Reduced 7.16%
8,797 $636,000
Q4 2023

Jan 18, 2024
SELL
$49.33 - $70.98 $23,875 - $34,354
-484 Reduced 4.86%
9,475 $651,000
Q3 2023

Oct 19, 2023
SELL
$54.2 - $67.94 $60,107 - $75,345
-1,109 Reduced 10.02%
9,959 $546,000
Q2 2023

Jul 10, 2023
BUY
$47.37 - $57.14 $270,672 - $326,497
5,714 Added 106.72%
11,068 $627,000
Q1 2023

May 05, 2023
BUY
$51.91 - $85.6 $61,046 - $100,665
1,176 Added 28.15%
5,354 $280,000
Q4 2022

Feb 10, 2023
SELL
$67.43 - $83.26 $606 - $749
-9 Reduced 0.21%
4,178 $347,000
Q3 2022

Oct 13, 2022
BUY
$21.16 - $74.92 $88,596 - $313,690
4,187 New
4,187 $301,000
Q2 2022

Jul 19, 2022
SELL
$59.99 - $83.83 $177,990 - $248,723
-2,967 Closed
0 $0
Q4 2021

Feb 10, 2022
SELL
$73.23 - $85.82 $2,196 - $2,574
-30 Reduced 1.0%
2,967 $250,000
Q3 2021

Oct 29, 2021
SELL
$66.68 - $77.38 $3,400 - $3,946
-51 Reduced 1.67%
2,997 $218,000
Q2 2021

Jul 29, 2021
SELL
$63.69 - $76.01 $19,170 - $22,879
-301 Reduced 8.99%
3,048 $222,000
Q1 2021

Apr 27, 2021
BUY
$51.54 - $67.65 $172,607 - $226,559
3,349 New
3,349 $217,000
Q1 2020

May 01, 2020
SELL
$28.43 - $49.0 $128,930 - $222,215
-4,535 Closed
0 $0
Q4 2019

Jan 17, 2020
BUY
$35.1 - $51.07 $159,178 - $231,602
4,535 New
4,535 $216,000
Q1 2019

May 09, 2019
SELL
$40.72 - $47.98 $265,942 - $313,357
-6,531 Closed
0 $0
Q4 2018

Feb 01, 2019
BUY
$38.25 - $52.17 $9,639 - $13,146
252 Added 4.01%
6,531 $271,000
Q3 2018

Oct 26, 2018
SELL
$49.15 - $54.22 $98,791 - $108,982
-2,010 Reduced 24.25%
6,279 $307,000
Q1 2018

May 01, 2018
BUY
$48.9 - $57.76 $21,516 - $25,414
440 Added 5.61%
8,289 $417,000
Q4 2017

Feb 12, 2018
BUY
$43.27 - $52.28 $81,563 - $98,547
1,885 Added 31.61%
7,849 $409,000
Q2 2017

Aug 08, 2017
BUY
N/A
5,964
5,964 $261,000

Others Institutions Holding SCHW

# of Institutions
2,375
Shares Held
1.47B
Call Options Held
17.4M
Put Options Held
19.9M
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 $179B
  • 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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