Professional Financial Advisors, LLC Schwab Charles Corp Transaction History

Professional Financial Advisors, LLC

$382 Million
Q4 2024

A detailed history of Professional Financial Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Professional Financial Advisors, LLC holds 20,637 shares of SCHW stock, worth $1.67 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

20,637

Previous 19,991 3.23%

Holding current value

$1.67 Million

Previous $1.3 Million 17.92%

% of portfolio

0.4%

Previous 0.34%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$63.31 - $82.85 $40,898 - $53,521	646 Added 3.23%	20,637 $1.53 Million
Q3 2024 Oct 10, 2024	BUY	$61.74 - $76.08 $57,294 - $70,602	928 Added 4.87%	19,991 $1.3 Million
Q2 2024 Jul 17, 2024	BUY	$70.03 - $78.9 $25,420 - $28,640	363 Added 1.94%	19,063 $1.4 Million
Q1 2024 Apr 25, 2024	BUY	$61.89 - $72.38 $126,626 - $148,089	2,046 Added 12.29%	18,700 $1.35 Million
Q4 2023 Jan 17, 2024	BUY	$49.33 - $70.98 $146,263 - $210,455	2,965 Added 21.66%	16,654 $1.15 Million
Q3 2023 Oct 25, 2023	BUY	$54.2 - $67.94 $18,157 - $22,759	335 Added 2.51%	13,689 $751,000
Q2 2023 Jul 12, 2023	BUY	$47.37 - $57.14 $14,447 - $17,427	305 Added 2.34%	13,354 $756,000
Q1 2023 Apr 27, 2023	SELL	$51.91 - $85.6 $33,949 - $55,982	-654 Reduced 4.77%	13,049 $683,000
Q4 2022 Feb 14, 2023	BUY	$67.43 - $83.26 $2,899 - $3,580	43 Added 0.31%	13,703 $1.14 Million
Q3 2022 Nov 09, 2022	BUY	$21.16 - $74.92 $5,205 - $18,430	246 Added 1.83%	13,660 $982,000
Q2 2022 Jul 28, 2022	BUY	$59.99 - $83.83 $21,896 - $30,597	365 Added 2.8%	13,414 $847,000
Q1 2022 May 05, 2022	SELL	$75.69 - $95.53 $196,112 - $247,518	-2,591 Reduced 16.57%	13,049 $1.1 Million
Q4 2021 Jan 18, 2022	SELL	$73.23 - $85.82 $19,772 - $23,171	-270 Reduced 1.7%	15,640 $1.32 Million
Q3 2021 Oct 19, 2021	BUY	$66.68 - $77.38 $22,671 - $26,309	340 Added 2.18%	15,910 $1.16 Million
Q2 2021 Jul 20, 2021	SELL	$63.69 - $76.01 $4,139 - $4,940	-65 Reduced 0.42%	15,570 $1.14 Million
Q1 2021 May 05, 2021	BUY	$51.54 - $67.65 $805,827 - $1.06 Million	15,635 New	15,635 $1.02 Million

Others Institutions Holding SCHW

# of Institutions

2,091

Shares Held

1.44B

Call Options Held

16.9M

Put Options Held

22.3M

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 $147B
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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Professional Financial Advisors, LLC Schwab Charles Corp Transaction History