A detailed history of Integrated Advisors Network LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Integrated Advisors Network LLC holds 52,752 shares of SCHW stock, worth $3.51 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
52,752
Previous 35,307 49.41%
Holding current value
$3.51 Million
Previous $2.43 Million 57.1%
% of portfolio
0.2%
Previous 0.14%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$61.89 - $72.38 $1.08 Million - $1.26 Million
17,445 Added 49.41%
52,752 $3.82 Million
Q4 2023

Feb 26, 2024

BUY
$49.33 - $70.98 $1.16 Million - $1.66 Million
23,428 Added 197.22%
35,307 $2.43 Million
Q3 2023

Nov 16, 2023

SELL
$54.2 - $67.94 $18,807 - $23,575
-347 Reduced 2.84%
11,879 $652,000
Q2 2023

Jul 14, 2023

BUY
$47.37 - $57.14 $84,792 - $102,280
1,790 Added 17.15%
12,226 $692,000
Q1 2023

May 05, 2023

SELL
$51.91 - $85.6 $220,980 - $364,399
-4,257 Reduced 28.97%
10,436 $546,000
Q4 2022

Feb 02, 2023

BUY
$67.43 - $83.26 $990,748 - $1.22 Million
14,693 New
14,693 $1.22 Million
Q3 2022

Nov 07, 2022

BUY
$21.16 - $74.92 $3,554 - $12,586
168 Added 4.94%
3,572 $257,000
Q2 2022

Aug 12, 2022

SELL
$59.99 - $83.83 $45,172 - $63,123
-753 Reduced 18.11%
3,404 $215,000
Q1 2022

May 02, 2022

SELL
$75.69 - $95.53 $1,967 - $2,483
-26 Reduced 0.62%
4,157 $350,000
Q4 2021

Feb 14, 2022

BUY
$73.23 - $85.82 $63,270 - $74,148
864 Added 26.03%
4,183 $352,000
Q3 2021

Nov 15, 2021

BUY
$66.68 - $77.38 $221,310 - $256,824
3,319 New
3,319 $242,000
Q2 2020

Aug 13, 2020

SELL
$31.75 - $42.82 $201,739 - $272,078
-6,354 Closed
0 $0
Q1 2020

May 06, 2020

BUY
$28.43 - $49.0 $8,472 - $14,602
298 Added 4.92%
6,354 $214,000
Q4 2019

Feb 06, 2020

BUY
$35.1 - $51.07 $212,565 - $309,279
6,056 New
6,056 $288,000

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 $121B
  • 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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