Independent Advisor Alliance Schwab Charles Corp Transaction History

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025

A detailed history of Independent Advisor Alliance transactions in Schwab Charles Corp stock. As of the latest transaction made, Independent Advisor Alliance holds 36,889 shares of SCHW stock, worth $3.64 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
36,889
Previous 39,103 5.66%
Holding current value
$3.64 Million
Previous $3.06 Million 9.97%
% of portfolio
0.1%
Previous 0.1%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$69.06 - $91.24 $152,898 - $202,005
-2,214 Reduced 5.66%
36,889 $3.37 Million
Q1 2025

May 12, 2025
BUY
$71.24 - $83.64 $338,674 - $397,624
4,754 Added 13.84%
39,103 $3.06 Million
Q4 2024

Feb 07, 2025
SELL
$63.31 - $82.85 $371,059 - $485,583
-5,861 Reduced 14.58%
34,349 $2.54 Million
Q3 2024

Nov 12, 2024
BUY
$61.74 - $76.08 $450,763 - $555,460
7,301 Added 22.19%
40,210 $2.61 Million
Q2 2024

Aug 12, 2024
BUY
$70.03 - $78.9 $353,861 - $398,681
5,053 Added 18.14%
32,909 $2.43 Million
Q1 2024

May 08, 2024
BUY
$61.89 - $72.38 $182,637 - $213,593
2,951 Added 11.85%
27,856 $2.02 Million
Q4 2023

Feb 08, 2024
BUY
$49.33 - $70.98 $50,119 - $72,115
1,016 Added 4.25%
24,905 $1.71 Million
Q3 2023

Oct 24, 2023
SELL
$54.2 - $67.94 $1.7 Million - $2.13 Million
-31,379 Reduced 56.78%
23,889 $1.31 Million
Q2 2023

Jul 28, 2023
BUY
$47.37 - $57.14 $2.01 Million - $2.43 Million
42,535 Added 334.05%
55,268 $3.13 Million
Q1 2023

May 12, 2023
BUY
$51.91 - $85.6 $660,970 - $1.09 Million
12,733 New
12,733 $666,000
Q3 2022

Nov 04, 2022
BUY
$21.16 - $74.92 $7,744 - $27,420
366 Added 2.27%
16,507 $1.19 Million
Q2 2022

Aug 04, 2022
BUY
$59.99 - $83.83 $504,695 - $705,261
8,413 Added 108.86%
16,141 $1.02 Million
Q1 2022

May 06, 2022
BUY
$75.69 - $95.53 $237,893 - $300,250
3,143 Added 68.55%
7,728 $652,000
Q4 2021

Feb 11, 2022
SELL
$73.23 - $85.82 $173,262 - $203,050
-2,366 Reduced 34.04%
4,585 $386,000
Q3 2021

Nov 01, 2021
BUY
$66.68 - $77.38 $215,443 - $250,014
3,231 Added 86.85%
6,951 $506,000
Q2 2021

Aug 12, 2021
BUY
$63.69 - $76.01 $21,208 - $25,311
333 Added 9.83%
3,720 $271,000
Q1 2021

May 14, 2021
SELL
$51.54 - $67.65 $29,480 - $38,695
-572 Reduced 14.45%
3,387 $221,000
Q4 2020

Feb 11, 2021
BUY
$36.75 - $53.04 $145,493 - $209,985
3,959 New
3,959 $210,000
Q3 2020

Nov 04, 2020
SELL
$33.02 - $36.28 $216,644 - $238,033
-6,561 Closed
0 $0
Q2 2020

Aug 06, 2020
SELL
$31.75 - $42.82 $79,470 - $107,178
-2,503 Reduced 27.61%
6,561 $221,000
Q1 2020

May 14, 2020
SELL
$28.43 - $49.0 $938 - $1,617
-33 Reduced 0.36%
9,064 $305,000
Q4 2019

Feb 07, 2020
SELL
$35.1 - $51.07 $18,813 - $27,373
-536 Reduced 5.56%
9,097 $433,000
Q3 2019

Nov 12, 2019
BUY
$36.12 - $44.28 $30,160 - $36,973
835 Added 9.49%
9,633 $403,000
Q2 2019

Aug 12, 2019
BUY
$39.15 - $46.26 $70,078 - $82,805
1,790 Added 25.54%
8,798 $354,000
Q1 2019

May 07, 2019
SELL
$40.72 - $47.98 $203,966 - $240,331
-5,009 Reduced 41.68%
7,008 $300,000
Q4 2018

Feb 12, 2019
SELL
$38.25 - $52.17 $489,255 - $667,306
-12,791 Reduced 51.56%
12,017 $499,000
Q3 2018

Nov 13, 2018
SELL
$49.15 - $54.22 $41,384 - $45,653
-842 Reduced 3.28%
24,808 $883,000
Q2 2018

Aug 08, 2018
BUY
$50.11 - $59.59 $412,154 - $490,127
8,225 Added 47.2%
25,650 $927,000
Q1 2018

May 15, 2018
SELL
$48.9 - $57.76 $16,185 - $19,118
-331 Reduced 1.86%
17,425 $879,000
Q4 2017

Feb 14, 2018
BUY
$43.27 - $52.28 $30,115 - $36,386
696 Added 4.08%
17,756 $928,000
Q3 2017

Nov 15, 2017
BUY
$38.11 - $44.04 $110,480 - $127,671
2,899 Added 20.47%
17,060 $775,000
Q2 2017

Aug 14, 2017
BUY
N/A
14,161
14,161 $618,000

Others Institutions Holding SCHW

# of Institutions
2,400
Shares Held
1.48B
Call Options Held
17.1M
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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