Soa Wealth Advisors, Llc. Schwab Charles Corp Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,489 shares of SCHW stock, worth $219,704. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,489

Previous 3,337 25.41%

Holding current value

$219,704

Previous $246,000 21.14%

% of portfolio

0.02%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$71.24 - $83.64 $60,411 - $70,926	-848 Reduced 25.41%	2,489 $194,000
Q4 2024 Jan 28, 2025	BUY	$63.31 - $82.85 $3,925 - $5,136	62 Added 1.89%	3,337 $246,000
Q3 2024 Oct 08, 2024	BUY	$61.74 - $76.08 $185 - $228	3 Added 0.09%	3,275 $212,000
Q2 2024 Jul 17, 2024	SELL	$70.03 - $78.9 $21,359 - $24,064	-305 Reduced 8.53%	3,272 $241,000
Q1 2024 Apr 10, 2024	BUY	$61.89 - $72.38 $22,651 - $26,491	366 Added 11.4%	3,577 $258,000
Q4 2023 Jan 10, 2024	BUY	$49.33 - $70.98 $12,875 - $18,525	261 Added 8.85%	3,211 $220,000
Q3 2023 Oct 10, 2023	BUY	$54.2 - $67.94 $3,360 - $4,212	62 Added 2.15%	2,950 $161,000
Q2 2023 Jul 07, 2023	BUY	$47.37 - $57.14 $6,773 - $8,171	143 Added 5.21%	2,888 $163,000
Q1 2023 Apr 28, 2023	BUY	$51.91 - $85.6 $86,118 - $142,010	1,659 Added 152.76%	2,745 $143,000
Q4 2022 Jan 10, 2023	BUY	$67.43 - $83.26 $4,045 - $4,995	60 Added 5.85%	1,086 $0
Q3 2022 Oct 07, 2022	BUY	$21.16 - $74.92 $21 - $74	1 Added 0.1%	1,026 $73,000
Q2 2022 Jul 13, 2022	SELL	$59.99 - $83.83 $1,259 - $1,760	-21 Reduced 2.01%	1,025 $64,000
Q1 2022 Apr 07, 2022	BUY	$75.69 - $95.53 $14,532 - $18,341	192 Added 22.48%	1,046 $88,000
Q4 2021 Jan 13, 2022	BUY	$73.23 - $85.82 $3,954 - $4,634	54 Added 6.75%	854 $72,000
Q3 2021 Oct 12, 2021	BUY	$66.68 - $77.38 $6,534 - $7,583	98 Added 13.96%	800 $58,000
Q2 2021 Jul 14, 2021	SELL	$63.69 - $76.01 $63 - $76	-1 Reduced 0.14%	702 $51,000
Q1 2021 Apr 26, 2021	BUY	$51.54 - $67.65 $773 - $1,014	15 Added 2.18%	703 $45,000
Q4 2020 Mar 10, 2021	BUY	$36.75 - $53.04 $25,284 - $36,491	688 New	688 $38,000

Others Institutions Holding SCHW

# of Institutions

2,313

Shares Held

1.47B

Call Options Held

17.9M

Put Options Held

19.9M

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 $160B
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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Soa Wealth Advisors, Llc. Schwab Charles Corp Transaction History