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 3,275 shares of SCHW stock, worth $232,852. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,275
Previous 3,272 0.09%
Holding current value
$232,852
Previous $241,000 12.03%
% of portfolio
0.04%
Previous 0.05%

Shares

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

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $129B
  • 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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