A detailed history of Sanctuary Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sanctuary Advisors, LLC holds 198,884 shares of SCHW stock, worth $18.3 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
198,884
Previous 210,547 5.54%
Holding current value
$18.3 Million
Previous $19.2 Billion 18.96%
% of portfolio
0.1%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Jan 13, 2026

SELL
$91.03 - $98.69 $1.9 Million - $2.06 Million
-20,852 Reduced 10.48%
178,032 $17 Billion
Q3 2025

Jan 06, 2026

SELL
$91.03 - $98.69 $1.06 Million - $1.15 Million
-11,663 Reduced 5.54%
198,884 $15.6 Billion
Q2 2025

Jan 06, 2026

BUY
$69.06 - $91.24 $805,446 - $1.06 Million
11,663 Added 5.86%
210,547 $19.2 Billion
Q1 2025

Jan 06, 2026

BUY
$71.24 - $83.64 $143,334 - $168,283
2,012 Added 1.02%
198,884 $15.6 Billion
Q4 2024

Jan 31, 2025

BUY
$63.31 - $82.85 $154,856 - $202,651
2,446 Added 1.26%
196,872 $16.5 Billion
Q3 2024

Nov 25, 2024

BUY
$61.74 - $76.08 $12 Million - $14.8 Million
194,426 New
194,426 $15.8 Billion

Others Institutions Holding SCHW

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
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