Wealthcare Advisory Partners LLC Schwab Charles Corp Transaction History

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 10,048 shares of SCHW stock, worth $750,987. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,048
Previous 13,073 23.14%
Holding current value
$750,987
Previous $963,000 32.4%
% of portfolio
0.02%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$61.74 - $76.08 $186,763 - $230,142
-3,025 Reduced 23.14%
10,048 $651,000
Q2 2024

Aug 09, 2024
SELL
$70.03 - $78.9 $3,781 - $4,260
-54 Reduced 0.41%
13,073 $963,000
Q1 2024

Apr 15, 2024
BUY
$61.89 - $72.38 $5,631 - $6,586
91 Added 0.7%
13,127 $949,000
Q4 2023

Feb 06, 2024
SELL
$49.33 - $70.98 $248,573 - $357,668
-5,039 Reduced 27.88%
13,036 $896,000
Q3 2023

Oct 12, 2023
SELL
$54.2 - $67.94 $75,012 - $94,028
-1,384 Reduced 7.11%
18,075 $992,000
Q2 2023

Jul 17, 2023
BUY
$47.37 - $57.14 $133,867 - $161,477
2,826 Added 16.99%
19,459 $1.1 Million
Q1 2023

May 04, 2023
BUY
$51.91 - $85.6 $561,873 - $926,534
10,824 Added 186.33%
16,633 $871,000
Q4 2022

Feb 13, 2023
BUY
$67.43 - $83.26 $7,956 - $9,824
118 Added 2.07%
5,809 $483,000
Q3 2022

Nov 14, 2022
BUY
$21.16 - $74.92 $16,991 - $60,160
803 Added 16.43%
5,691 $409,000
Q2 2022

Aug 15, 2022
SELL
$59.99 - $83.83 $8,098 - $11,317
-135 Reduced 2.69%
4,888 $309,000
Q1 2022

Apr 15, 2022
BUY
$75.69 - $95.53 $28,913 - $36,492
382 Added 8.23%
5,023 $423,000
Q4 2021

Feb 11, 2022
SELL
$73.23 - $85.82 $951 - $1,115
-13 Reduced 0.28%
4,641 $390,000
Q3 2021

Nov 15, 2021
BUY
$66.68 - $77.38 $9,668 - $11,220
145 Added 3.22%
4,654 $339,000
Q2 2021

Aug 16, 2021
BUY
$63.69 - $76.01 $1,910 - $2,280
30 Added 0.67%
4,509 $328,000
Q1 2021

Apr 30, 2021
BUY
$51.54 - $67.65 $230,847 - $303,004
4,479 New
4,479 $292,000
Q2 2020

Jul 29, 2020
SELL
$31.75 - $42.82 $12,858 - $17,342
-405 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
$28.43 - $49.0 $255 - $441
9 Added 2.27%
405 $14,000
Q2 2018

Aug 14, 2018
BUY
$50.11 - $59.59 $2,405 - $2,860
48 Added 13.79%
396 $20,000
Q1 2018

May 15, 2018
SELL
$48.9 - $57.76 $978 - $1,155
-20 Reduced 5.43%
348 $18,000
Q4 2017

Feb 14, 2018
BUY
$43.27 - $52.28 $822 - $993
19 Added 5.44%
368 $19,000
Q3 2017

Nov 15, 2017
BUY
$38.11 - $44.04 $13,300 - $15,369
349
349 $15,000

Others Institutions Holding SCHW

# of Institutions
2,081
Shares Held
1.44B
Call Options Held
16.9M
Put Options Held
22.3M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $136B
  • 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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