Steel Peak Wealth Management LLC Schwab Charles Corp Transaction History

Steel Peak Wealth Management LLC

$2.36 Billion
Q1 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 75,839 shares of SCHW stock, worth $6.82 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

75,839

Previous 77,471 2.11%

Holding current value

$6.82 Million

Previous $5.73 Million 3.54%

% of portfolio

0.25%

Previous 0.24%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$71.24 - $83.64 $116,263 - $136,500	-1,632 Reduced 2.11%	75,839 $5.94 Million
Q4 2024 Jan 22, 2025	BUY	$63.31 - $82.85 $108,260 - $141,673	1,710 Added 2.26%	77,471 $5.73 Million
Q3 2024 Oct 25, 2024	BUY	$61.74 - $76.08 $123 - $152	2 Added 0.0%	75,761 $4.91 Million
Q2 2024 Jul 16, 2024	BUY	$70.03 - $78.9 $4.99 Million - $5.63 Million	71,301 Added 1599.39%	75,759 $5.58 Million
Q1 2024 Apr 17, 2024	SELL	$61.89 - $72.38 $49,202 - $57,542	-795 Reduced 15.13%	4,458 $322,000
Q4 2023 Jan 23, 2024	BUY	$49.33 - $70.98 $28,562 - $41,097	579 Added 12.39%	5,253 $361,000
Q3 2023 Nov 02, 2023	SELL	$54.2 - $67.94 $2.25 Million - $2.82 Million	-41,455 Reduced 89.87%	4,674 $256,000
Q2 2023 Aug 02, 2023	BUY	$47.37 - $57.14 $1.65 Million - $1.99 Million	34,850 Added 308.98%	46,129 $2.61 Million
Q1 2023 May 05, 2023	BUY	$51.91 - $85.6 $320,180 - $527,980	6,168 Added 120.68%	11,279 $590,000
Q4 2022 Jan 25, 2023	BUY	$67.43 - $83.26 $344,634 - $425,541	5,111 New	5,111 $0
Q2 2022 Aug 02, 2022	SELL	$59.99 - $83.83 $152,614 - $213,263	-2,544 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$75.69 - $95.53 $192,555 - $243,028	2,544 New	2,544 $214,000
Q2 2021 Aug 13, 2021	SELL	$63.69 - $76.01 $1.18 Million - $1.41 Million	-18,588 Closed	0 $0
Q1 2021 May 18, 2021	SELL	$51.54 - $67.65 $14,328 - $18,806	-278 Reduced 1.47%	18,588 $1.21 Million
Q4 2020 Feb 04, 2021	BUY	$36.75 - $53.04 $693,325 - $1 Million	18,866 New	18,866 $1 Million

Others Institutions Holding SCHW

# of Institutions

2,314

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 $164B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Account

Steel Peak Wealth Management LLC Schwab Charles Corp Transaction History