United Bank Schwab Charles Corp Transaction History

United Bank

$239 Million
Q1 2025

A detailed history of United Bank transactions in Schwab Charles Corp stock. As of the latest transaction made, United Bank holds 14,983 shares of SCHW stock, worth $1.31 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

14,983

Previous 12,606 18.86%

Holding current value

$1.31 Million

Previous $932,000 25.75%

% of portfolio

0.49%

Previous 0.4%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$71.24 - $83.64 $169,337 - $198,812	2,377 Added 18.86%	14,983 $1.17 Million
Q4 2024 Feb 12, 2025	BUY	$63.31 - $82.85 $79,390 - $103,893	1,254 Added 11.05%	12,606 $932,000
Q3 2024 Nov 01, 2024	BUY	$61.74 - $76.08 $80,817 - $99,588	1,309 Added 13.03%	11,352 $735,000
Q2 2024 Jul 23, 2024	BUY	$70.03 - $78.9 $22,549 - $25,405	322 Added 3.31%	10,043 $740,000
Q1 2024 May 10, 2024	BUY	$61.89 - $72.38 $43,508 - $50,883	703 Added 7.8%	9,721 $703,000
Q4 2023 Feb 13, 2024	BUY	$49.33 - $70.98 $141,577 - $203,712	2,870 Added 46.68%	9,018 $620,000
Q3 2023 Oct 27, 2023	BUY	$54.2 - $67.94 $64,227 - $80,508	1,185 Added 23.88%	6,148 $337,000
Q2 2023 Aug 07, 2023	BUY	$47.37 - $57.14 $235,097 - $283,585	4,963 New	4,963 $281,000
Q3 2019 Nov 08, 2019	SELL	$36.12 - $44.28 $397,103 - $486,814	-10,994 Closed	0 $0
Q2 2019 Jul 22, 2019	SELL	$39.15 - $46.26 $171,398 - $202,526	-4,378 Reduced 28.48%	10,994 $442,000
Q1 2019 May 01, 2019	BUY	$40.72 - $47.98 $46,054 - $54,265	1,131 Added 7.94%	15,372 $657,000
Q4 2018 Feb 11, 2019	BUY	$38.25 - $52.17 $88,166 - $120,251	2,305 Added 19.31%	14,241 $591,000
Q3 2018 Nov 05, 2018	BUY	$49.15 - $54.22 $100,560 - $110,934	2,046 Added 20.69%	11,936 $587,000
Q2 2018 Aug 09, 2018	BUY	$50.11 - $59.59 $102,424 - $121,801	2,044 Added 26.05%	9,890 $505,000
Q1 2018 May 07, 2018	SELL	$48.9 - $57.76 $202,935 - $239,704	-4,150 Reduced 34.59%	7,846 $410,000
Q4 2017 Feb 07, 2018	SELL	$43.27 - $52.28 $49,890 - $60,278	-1,153 Reduced 8.77%	11,996 $616,000
Q3 2017 Nov 08, 2017	BUY	$38.11 - $44.04 $501,108 - $579,081	13,149	13,149 $575,000

Others Institutions Holding SCHW

# of Institutions

2,312

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 $159B
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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