Sequoia Financial Advisors, LLC Schwab Charles Corp Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 327,741 shares of SCHW stock, worth $24.5 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
327,741
Previous 50,576 548.02%
Holding current value
$24.5 Million
Previous $3.73 Million 470.05%
% of portfolio
0.24%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$61.74 - $76.08 $17.1 Million - $21.1 Million
277,165 Added 548.02%
327,741 $21.2 Million
Q2 2024

Jul 15, 2024
SELL
$70.03 - $78.9 $14.7 Million - $16.6 Million
-209,873 Reduced 80.58%
50,576 $3.73 Million
Q1 2024

Apr 30, 2024
BUY
$61.89 - $72.38 $408,226 - $477,418
6,596 Added 2.6%
260,449 $18.8 Million
Q4 2023

Jan 25, 2024
BUY
$49.33 - $70.98 $2.68 Million - $3.85 Million
54,264 Added 27.19%
253,853 $17.5 Million
Q3 2023

Nov 08, 2023
BUY
$54.2 - $67.94 $1.14 Million - $1.43 Million
21,000 Added 11.76%
199,589 $11 Million
Q2 2023

Aug 08, 2023
BUY
$47.37 - $57.14 $2.05 Million - $2.48 Million
43,375 Added 32.08%
178,589 $10.1 Million
Q1 2023

Apr 24, 2023
BUY
$51.91 - $85.6 $6.22 Million - $10.3 Million
119,763 Added 775.11%
135,214 $7.08 Million
Q4 2022

Jan 17, 2023
BUY
$67.43 - $83.26 $403,096 - $497,728
5,978 Added 63.11%
15,451 $0
Q3 2022

Oct 26, 2022
SELL
$21.16 - $74.92 $98,288 - $348,003
-4,645 Reduced 32.9%
9,473 $681,000
Q2 2022

Jul 22, 2022
BUY
$59.99 - $83.83 $63,229 - $88,356
1,054 Added 8.07%
14,118 $892,000
Q1 2022

May 13, 2022
BUY
$75.69 - $95.53 $200,427 - $252,963
2,648 Added 25.42%
13,064 $1.1 Million
Q4 2021

Feb 11, 2022
BUY
$73.23 - $85.82 $762,763 - $893,901
10,416 New
10,416 $876,000
Q3 2021

Oct 26, 2021
SELL
$66.68 - $77.38 $391,811 - $454,684
-5,876 Closed
0 $0
Q2 2021

Jul 27, 2021
BUY
$63.69 - $76.01 $23,183 - $27,667
364 Added 6.6%
5,876 $428,000
Q1 2021

May 14, 2021
SELL
$51.54 - $67.65 $21,801 - $28,615
-423 Reduced 7.13%
5,512 $359,000
Q4 2020

Feb 12, 2021
BUY
$36.75 - $53.04 $218,111 - $314,792
5,935 New
5,935 $315,000

Others Institutions Holding SCHW

# of Institutions
2,081
Shares Held
1.44B
Call Options Held
16.9M
Put Options Held
22.3M
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 $136B
  • 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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