Spire Wealth Management Schwab Charles Corp Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Spire Wealth Management holds 137,589 shares of SCHW stock, worth $12.1 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

137,589

Previous 89,650 53.47%

Holding current value

$12.1 Million

Previous $6.63 Million 62.35%

% of portfolio

0.36%

Previous 0.21%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$71.24 - $83.64 $3.42 Million - $4.01 Million	47,939 Added 53.47%	137,589 $10.8 Million
Q4 2024 Jan 24, 2025	BUY	$63.31 - $82.85 $85,785 - $112,261	1,355 Added 1.53%	89,650 $6.63 Million
Q3 2024 Oct 15, 2024	SELL	$61.74 - $76.08 $113,972 - $140,443	-1,846 Reduced 2.05%	88,295 $5.72 Million
Q2 2024 Jul 31, 2024	BUY	$70.03 - $78.9 $4.98 Million - $5.61 Million	71,147 Added 374.58%	90,141 $6.64 Million
Q1 2024 Apr 24, 2024	SELL	$61.89 - $72.38 $37,567 - $43,934	-607 Reduced 3.1%	18,994 $1.37 Million
Q4 2023 Feb 06, 2024	BUY	$49.33 - $70.98 $99,449 - $143,095	2,016 Added 11.46%	19,601 $1.35 Million
Q3 2023 Nov 08, 2023	BUY	$54.2 - $67.94 $116,963 - $146,614	2,158 Added 13.99%	17,585 $965,000
Q2 2023 Aug 09, 2023	BUY	$47.37 - $57.14 $63,333 - $76,396	1,337 Added 9.49%	15,427 $874,000
Q1 2023 May 09, 2023	BUY	$51.91 - $85.6 $293,291 - $483,639	5,650 Added 66.94%	14,090 $738,000
Q4 2022 Feb 03, 2023	SELL	$67.43 - $83.26 $2,292 - $2,830	-34 Reduced 0.4%	8,440 $703,000
Q3 2022 Nov 07, 2022	SELL	$21.16 - $74.92 $77,699 - $275,106	-3,672 Reduced 30.23%	8,474 $609,000
Q2 2022 Jul 22, 2022	SELL	$59.99 - $83.83 $6.9 Million - $9.65 Million	-115,099 Reduced 90.45%	12,146 $767,000
Q1 2022 Apr 18, 2022	BUY	$75.69 - $95.53 $7.1 Million - $8.95 Million	93,739 Added 279.77%	127,245 $10.7 Million
Q4 2021 Jan 14, 2022	BUY	$73.23 - $85.82 $959,020 - $1.12 Million	13,096 Added 64.16%	33,506 $2.82 Million
Q3 2021 Oct 22, 2021	SELL	$66.68 - $77.38 $53,210 - $61,749	-798 Reduced 3.76%	20,410 $1.49 Million
Q2 2021 Jul 26, 2021	SELL	$63.69 - $76.01 $1.54 Million - $1.83 Million	-24,109 Reduced 53.2%	21,208 $1.54 Million
Q1 2021 May 21, 2021	BUY	$51.54 - $67.65 $2.34 Million - $3.07 Million	45,317 New	45,317 $2.93 Million

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 ...

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Spire Wealth Management Schwab Charles Corp Transaction History