Integrated Advisors Network LLC Schwab Charles Corp Transaction History

Integrated Advisors Network LLC

  • $1.93 Billion
  • Q1 2025

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 56,357 shares of SCHW stock, worth $4.98 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
56,357
Previous 14,792 281.0%
Holding current value
$4.98 Million
Previous $1.09 Million 303.2%
% of portfolio
0.23%
Previous 0.05%

Shares

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

Apr 15, 2025
BUY
$71.24 - $83.64 $2.96 Million - $3.48 Million
41,565 Added 281.0%
56,357 $4.41 Million
Q4 2024

Feb 25, 2025
SELL
$63.31 - $82.85 $137,446 - $179,867
-2,171 Reduced 12.8%
14,792 $1.09 Million
Q3 2024

Oct 24, 2024
SELL
$61.74 - $76.08 $2.49 Million - $3.07 Million
-40,303 Reduced 70.38%
16,963 $1.1 Million
Q2 2024

Aug 09, 2024
BUY
$70.03 - $78.9 $316,115 - $356,154
4,514 Added 8.56%
57,266 $4.22 Million
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

# of Institutions
2,311
Shares Held
1.47B
Call Options Held
17.9M
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 $161B
  • 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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