Soa Wealth Advisors, Llc. Schwab Charles Corp Transaction History

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 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 2,377 shares of SCHW stock, worth $226,028. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,377
Previous 2,492 4.61%
Holding current value
$226,028
Previous $227,000 0.44%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 21, 2025
SELL
$91.03 - $98.69 $10,468 - $11,349
-115 Reduced 4.61%
2,377 $226,000
Q2 2025

Jul 18, 2025
BUY
$69.06 - $91.24 $207 - $273
3 Added 0.12%
2,492 $227,000
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
2,485
Shares Held
1.45B
Call Options Held
19.2M
Put Options Held
17.8M
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 $173B
  • 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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