Toth Financial Advisory Corp Schwab Charles Corp Transaction History

Toth Financial Advisory Corp

$893 Million
Q3 2025

A detailed history of Toth Financial Advisory Corp transactions in Schwab Charles Corp stock. As of the latest transaction made, Toth Financial Advisory Corp holds 14,543 shares of SCHW stock, worth $1.34 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

14,543

Previous 5,495 164.66%

Holding current value

$1.34 Million

Previous $501,000 177.05%

% of portfolio

0.16%

Previous 0.06%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$91.03 - $98.69 $823,639 - $892,947	9,048 Added 164.66%	14,543 $1.39 Million
Q2 2025 Jul 14, 2025	BUY	$69.06 - $91.24 $319,402 - $421,985	4,625 Added 531.61%	5,495 $501,000
Q4 2024 Jan 21, 2025	SELL	$63.31 - $82.85 $362,892 - $474,896	-5,732 Reduced 86.82%	870 $64,000
Q3 2024 Oct 21, 2024	BUY	$61.74 - $76.08 $331,543 - $408,549	5,370 Added 435.88%	6,602 $427,000
Q2 2024 Jul 16, 2024	BUY	$70.03 - $78.9 $9,173 - $10,335	131 Added 11.9%	1,232 $90,000
Q1 2024 Apr 16, 2024	BUY	$61.89 - $72.38 $6,684 - $7,817	108 Added 10.88%	1,101 $79,000
Q4 2023 Jan 26, 2024	SELL	$49.33 - $70.98 $34,037 - $48,976	-690 Reduced 41.0%	993 $68,000
Q3 2023 Oct 12, 2023	SELL	$54.2 - $67.94 $208,019 - $260,753	-3,838 Reduced 69.52%	1,683 $92,000
Q2 2023 Jul 24, 2023	BUY	$47.37 - $57.14 $171,242 - $206,561	3,615 Added 189.66%	5,521 $312,000
Q1 2023 Apr 24, 2023	SELL	$51.91 - $85.6 $328,797 - $542,190	-6,334 Reduced 76.87%	1,906 $99,000
Q4 2022 Jan 24, 2023	BUY	$67.43 - $83.26 $501,004 - $618,621	7,430 Added 917.28%	8,240 $0
Q2 2022 Jul 25, 2022	BUY	$59.99 - $83.83 $39,293 - $54,908	655 Added 422.58%	810 $51,000
Q3 2020 Oct 16, 2020	SELL	$33.02 - $36.28 $17,071 - $18,756	-517 Reduced 76.93%	155 $6,000
Q2 2020 Jul 14, 2020	BUY	$31.75 - $42.82 $539 - $727	17 Added 2.6%	672 $22,000
Q1 2020 Apr 20, 2020	BUY	$28.43 - $49.0 $14,215 - $24,500	500 Added 322.58%	655 $22,000
Q4 2019 Jan 27, 2020	SELL	$35.1 - $51.07 $17,901 - $26,045	-510 Reduced 76.69%	155 $7,000
Q3 2019 Oct 15, 2019	SELL	$36.12 - $44.28 $22,611 - $27,719	-626 Reduced 48.49%	665 $28,000
Q2 2019 Jul 17, 2019	BUY	$39.15 - $46.26 $3,954 - $4,672	101 Added 8.49%	1,291 $52,000
Q1 2019 Apr 15, 2019	BUY	$40.72 - $47.98 $81 - $95	2 Added 0.17%	1,190 $51,000
Q4 2018 Jan 22, 2019	SELL	$38.25 - $52.17 $7,573 - $10,329	-198 Reduced 14.29%	1,188 $49,000
Q3 2018 Oct 15, 2018	SELL	$49.15 - $54.22 $791,265 - $872,887	-16,099 Reduced 92.07%	1,386 $68,000
Q2 2018 Jul 23, 2018	SELL	$50.11 - $59.59 $25,956 - $30,867	-518 Reduced 2.88%	17,485 $893,000
Q1 2018 Apr 25, 2018	SELL	$48.9 - $57.76 $31,491 - $37,197	-644 Reduced 3.45%	18,003 $940,000
Q4 2017 Feb 06, 2018	BUY	$43.27 - $52.28 $23,409 - $28,283	541 Added 2.99%	18,647 $958,000
Q3 2017 Oct 11, 2017	BUY	$38.11 - $44.04 $690,019 - $797,388	18,106	18,106 $792,000

Others Institutions Holding SCHW

# of Institutions

2,509

Shares Held

1.42B

Call Options Held

15.4M

Put Options Held

19.1M

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 $167B
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 Toth Financial Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Toth Financial Advisory Corp with notifications on news.

Account

Toth Financial Advisory Corp Schwab Charles Corp Transaction History