Nisa Investment Advisors, LLC Schwab Charles Corp Transaction History

Nisa Investment Advisors, LLC

  • $21.8 Billion
  • Q2 2025

A detailed history of Nisa Investment Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Nisa Investment Advisors, LLC holds 448,963 shares of SCHW stock, worth $44.3 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
448,963
Previous 513,514 12.57%
Holding current value
$44.3 Million
Previous $40.2 Million 1.91%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Jul 31, 2025
SELL
$69.06 - $91.24 $4.46 Million - $5.89 Million
-64,551 Reduced 12.57%
448,963 $41 Million
Q1 2025

Apr 30, 2025
BUY
$71.24 - $83.64 $3.79 Million - $4.45 Million
53,239 Added 11.57%
513,514 $40.2 Million
Q4 2024

Jan 17, 2025
BUY
$63.31 - $82.85 $51,344 - $67,191
811 Added 0.18%
460,275 $34.1 Million
Q3 2024

Oct 24, 2024
BUY
$61.74 - $76.08 $3.55 Million - $4.37 Million
57,420 Added 14.28%
459,464 $29.8 Million
Q2 2024

Jul 19, 2024
SELL
$70.03 - $78.9 $12.3 Million - $13.9 Million
-176,299 Reduced 30.48%
402,044 $29.6 Million
Q1 2024

May 01, 2024
BUY
$61.89 - $72.38 $127,431 - $149,030
2,059 Added 0.36%
578,343 $41.8 Million
Q4 2023

Jan 25, 2024
BUY
$49.33 - $70.98 $1.21 Million - $1.75 Million
24,602 Added 4.46%
576,284 $39.6 Million
Q3 2023

Nov 02, 2023
BUY
$54.2 - $67.94 $9.01 Million - $11.3 Million
166,316 Added 43.16%
551,682 $30.3 Million
Q2 2023

Aug 11, 2023
SELL
$47.37 - $57.14 $1.64 Million - $1.98 Million
-34,690 Reduced 8.26%
385,366 $21.8 Million
Q1 2023

May 02, 2023
SELL
$51.91 - $85.6 $1.35 Million - $2.22 Million
-25,939 Reduced 5.82%
420,056 $22 Million
Q4 2022

Feb 02, 2023
SELL
$67.43 - $83.26 $1.04 Million - $1.29 Million
-15,476 Reduced 3.35%
445,995 $37.1 Million
Q3 2022

Nov 07, 2022
BUY
$21.16 - $74.92 $382,615 - $1.35 Million
18,082 Added 4.08%
461,471 $33.2 Million
Q2 2022

Aug 03, 2022
SELL
$59.99 - $83.83 $257,717 - $360,133
-4,296 Reduced 0.96%
443,389 $28 Million
Q1 2022

Apr 29, 2022
SELL
$75.69 - $95.53 $628,983 - $793,854
-8,310 Reduced 1.82%
447,685 $37.7 Million
Q4 2021

Feb 03, 2022
SELL
$73.23 - $85.82 $3.9 Million - $4.57 Million
-53,253 Reduced 10.46%
455,995 $40 Million
Q2 2021

Aug 06, 2021
BUY
$63.69 - $76.01 $2.37 Million - $2.83 Million
37,264 Added 7.9%
509,248 $37.1 Million
Q1 2021

Apr 26, 2021
BUY
$51.54 - $67.65 $384,076 - $504,127
7,452 Added 1.6%
471,984 $30.8 Million
Q4 2020

Jan 25, 2021
BUY
$36.75 - $53.04 $1.92 Million - $2.77 Million
52,216 Added 12.66%
464,532 $24.6 Million
Q3 2020

Oct 20, 2020
SELL
$33.02 - $36.28 $250,952 - $275,728
-7,600 Reduced 1.81%
412,316 $14.9 Million
Q2 2020

Jul 27, 2020
BUY
$31.75 - $42.82 $342,106 - $461,385
10,775 Added 2.63%
419,916 $14.2 Million
Q1 2020

Apr 17, 2020
SELL
$28.43 - $49.0 $104,195 - $179,585
-3,665 Reduced 0.89%
409,141 $13.8 Million
Q4 2019

Jan 17, 2020
SELL
$35.1 - $51.07 $1.08 Million - $1.57 Million
-30,650 Reduced 6.91%
412,806 $19.6 Million
Q3 2019

Oct 17, 2019
SELL
$36.12 - $44.28 $96,982 - $118,891
-2,685 Reduced 0.6%
443,456 $18.6 Million
Q2 2019

Jul 12, 2019
SELL
$39.15 - $46.26 $538,312 - $636,075
-13,750 Reduced 2.99%
446,141 $17.9 Million
Q1 2019

Apr 17, 2019
BUY
$40.72 - $47.98 $487,622 - $574,560
11,975 Added 2.67%
459,891 $19.7 Million
Q4 2018

Jan 17, 2019
SELL
$38.25 - $52.17 $233,707 - $318,758
-6,110 Reduced 1.35%
447,916 $18.6 Million
Q3 2018

Oct 16, 2018
BUY
$49.15 - $54.22 $2.51 Million - $2.76 Million
50,990 Added 12.65%
454,026 $22.3 Million
Q2 2018

Jul 19, 2018
BUY
$50.11 - $59.59 $321,956 - $382,865
6,425 Added 1.62%
403,036 $20.6 Million
Q1 2018

Apr 10, 2018
BUY
$48.9 - $57.76 $29,340 - $34,656
600 Added 0.15%
396,611 $20.8 Million
Q4 2017

Jan 12, 2018
BUY
$43.27 - $52.28 $22,716 - $27,447
525 Added 0.13%
396,011 $20.3 Million
Q3 2017

Oct 13, 2017
BUY
$38.11 - $44.04 $15.1 Million - $17.4 Million
395,486
395,486 $17.3 Million

Others Institutions Holding SCHW

# of Institutions
2,400
Shares Held
1.48B
Call Options Held
17.1M
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 $179B
  • 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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