A detailed history of Proathlete Wealth Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Proathlete Wealth Management LLC holds 1,226 shares of SCHW stock, worth $112,681. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,226
Previous 1,236 0.81%
Holding current value
$112,681
Previous $113 Million 3.75%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025

SELL
$91.03 - $98.69 $910 - $986
-10 Reduced 0.81%
1,226 $117 Million
Q2 2025

Jul 14, 2025

BUY
$69.06 - $91.24 $897 - $1,186
13 Added 1.06%
1,236 $113 Million
Q1 2025

Apr 21, 2025

BUY
$71.24 - $83.64 $87,126 - $102,291
1,223 New
1,223 $95.8 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 $167B
  • 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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