Jfs Wealth Advisors, LLC Schwab Charles Corp Transaction History

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 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 24,963 shares of SCHW stock, worth $2.35 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
24,963
Previous 25,251 1.14%
Holding current value
$2.35 Million
Previous $1.98 Million 15.23%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Jul 24, 2025
SELL
$69.06 - $91.24 $19,889 - $26,277
-288 Reduced 1.14%
24,963 $2.28 Million
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
2,472
Shares Held
1.45B
Call Options Held
19.2M
Put Options Held
17.9M
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 $171B
  • 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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