Jfs Wealth Advisors, LLC Schwab Charles Corp Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 25,251 shares of SCHW stock, worth $2.22 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

25,251

Previous 25,025 0.9%

Holding current value

$2.22 Million

Previous $1.85 Million 6.7%

% of portfolio

0.13%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$71.24 - $83.64 $16,100 - $18,902	226 Added 0.9%	25,251 $1.98 Million
Q4 2024 Jan 30, 2025	SELL	$63.31 - $82.85 $633 - $828	-10 Reduced 0.04%	25,025 $1.85 Million
Q3 2024 Oct 25, 2024	BUY	$61.74 - $76.08 $1.52 Million - $1.87 Million	24,643 Added 6286.48%	25,035 $1.62 Million
Q2 2024 Jul 15, 2024	SELL	$70.03 - $78.9 $490 - $552	-7 Reduced 1.75%	392 $28,000
Q1 2024 Apr 30, 2024	SELL	$61.89 - $72.38 $1,423 - $1,664	-23 Reduced 5.45%	399 $28,000
Q4 2023 Feb 07, 2024	SELL	$49.33 - $70.98 $5,278 - $7,594	-107 Reduced 20.23%	422 $29,000
Q3 2023 Nov 02, 2023	SELL	$54.2 - $67.94 $2,113 - $2,649	-39 Reduced 6.87%	529 $29,000
Q2 2023 Aug 07, 2023	SELL	$47.37 - $57.14 $23,306 - $28,112	-492 Reduced 46.42%	568 $32,000
Q1 2023 Apr 19, 2023	BUY	$51.91 - $85.6 $32,807 - $54,099	632 Added 147.66%	1,060 $55,000
Q4 2022 Feb 13, 2023	SELL	$67.43 - $83.26 $876 - $1,082	-13 Reduced 2.95%	428 $35,000
Q3 2022 Oct 21, 2022	SELL	$21.16 - $74.92 $1,079 - $3,820	-51 Reduced 10.37%	441 $32,000
Q2 2022 Aug 02, 2022	BUY	$59.99 - $83.83 $5,579 - $7,796	93 Added 23.31%	492 $31,000
Q1 2022 May 02, 2022	BUY	$75.69 - $95.53 $10,218 - $12,896	135 Added 51.14%	399 $34,000
Q4 2021 Feb 03, 2022	BUY	$73.23 - $85.82 $10,838 - $12,701	148 Added 127.59%	264 $22,000
Q3 2021 Nov 09, 2021	BUY	$66.68 - $77.38 $1,733 - $2,011	26 Added 28.89%	116 $8,000
Q4 2020 Feb 01, 2021	BUY	$36.75 - $53.04 $3,307 - $4,773	90 New	90 $5,000
Q2 2018 Jul 26, 2018	SELL	$50.11 - $59.59 $3,257 - $3,873	-65 Closed	0 $0
Q4 2017 Jan 31, 2018	BUY	$43.27 - $52.28 $2,812 - $3,398	65	65 $3,000

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

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $160B
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 ...

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Jfs Wealth Advisors, LLC Schwab Charles Corp Transaction History