A detailed history of Nautilus Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Nautilus Advisors LLC holds 12,481 shares of SCHW stock, worth $1.17 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
12,481
Previous 12,481 -0.0%
Holding current value
$1.17 Million
Previous $977 Million 16.56%
% of portfolio
0.84%
Previous 0.81%

Shares

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

Aug 25, 2025

SELL
$71.24 - $83.64 $24,934 - $29,274
-350 Reduced 2.73%
12,481 $977 Million
Q4 2024

Aug 25, 2025

BUY
$63.31 - $82.85 $812,330 - $1.06 Million
12,831 New
12,831 $950 Million

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 $170B
  • 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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