Credential Qtrade Securities Inc. Schwab Charles Corp Transaction History

Credential Qtrade Securities Inc.

  • $1.86 Trillion
  • Q1 2024

A detailed history of Credential Qtrade Securities Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Credential Qtrade Securities Inc. holds 7,778 shares of SCHW stock, worth $714,875. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,778
Previous 8,025 3.08%
Holding current value
$714,875
Previous $552 Million 1.91%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jul 21, 2025
SELL
$61.89 - $72.38 $15,286 - $17,877
-247 Reduced 3.08%
7,778 $563 Million
Q4 2023

Jul 21, 2025
SELL
$49.33 - $70.98 $80,457 - $115,768
-1,631 Reduced 16.89%
8,025 $552 Million
Q3 2023

Jul 21, 2025
BUY
$54.2 - $67.94 $38,265 - $47,965
706 Added 7.89%
9,656 $530 Million
Q2 2023

Jul 21, 2025
BUY
$47.37 - $57.14 $76,313 - $92,052
1,611 Added 21.95%
8,950 $507 Million
Q1 2023

Jul 21, 2025
BUY
$51.91 - $85.6 $90,063 - $148,516
1,735 Added 30.96%
7,339 $384 Million
Q4 2022

Jul 21, 2025
SELL
$67.43 - $83.26 $2,427 - $2,997
-36 Reduced 0.64%
5,604 $467 Million
Q3 2022

Jul 21, 2025
SELL
$21.16 - $74.92 $423 - $1,498
-20 Reduced 0.35%
5,640 $405 Million
Q2 2022

Jul 21, 2025
SELL
$59.99 - $83.83 $5,939 - $8,299
-99 Reduced 1.72%
5,660 $358 Million
Q1 2022

Jul 21, 2025
BUY
$75.69 - $95.53 $13,775 - $17,386
182 Added 3.26%
5,759 $486 Million
Q4 2021

Jul 21, 2025
BUY
$73.23 - $85.82 $22,408 - $26,260
306 Added 5.81%
5,577 $469 Million
Q3 2021

Jul 21, 2025
BUY
$66.68 - $77.38 $26,738 - $31,029
401 Added 8.23%
5,271 $384 Million
Q2 2021

Jul 21, 2025
BUY
$63.69 - $76.01 $12,483 - $14,897
196 Added 4.19%
4,870 $355 Million
Q1 2021

Jul 21, 2025
BUY
$51.54 - $67.65 $18,657 - $24,489
362 Added 8.4%
4,674 $305 Million
Q4 2020

Jul 21, 2025
BUY
$36.75 - $53.04 $150,711 - $217,517
4,101 Added 1943.6%
4,312 $229 Million
Q1 2020

Jul 21, 2025
SELL
$28.43 - $49.0 $14,641 - $25,235
-515 Reduced 70.94%
211 $7.09 Million
Q4 2019

Jul 21, 2025
SELL
$35.1 - $51.07 $55,142 - $80,230
-1,571 Reduced 68.39%
726 $34.5 Million
Q3 2019

Jul 21, 2025
BUY
$36.12 - $44.28 $1,155 - $1,416
32 Added 1.41%
2,297 $96.1 Million
Q2 2019

Jul 21, 2025
SELL
$39.15 - $46.26 $89,888 - $106,212
-2,296 Reduced 50.34%
2,265 $91 Million
Q1 2019

Jul 21, 2025
SELL
$40.72 - $47.98 $118,047 - $139,094
-2,899 Reduced 38.86%
4,561 $195 Million
Q4 2018

Jul 21, 2025
SELL
$38.25 - $52.17 $50,031 - $68,238
-1,308 Reduced 14.92%
7,460 $310 Million
Q3 2018

Jul 21, 2025
BUY
$49.15 - $54.22 $430,947 - $475,400
8,768 New
8,768 $431 Million

Others Institutions Holding SCHW

# of Institutions
2,520
Shares Held
1.43B
Call Options Held
15.3M
Put Options Held
19M
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 $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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