Douglas Lane & Associates, LLC Schwab Charles Corp Transaction History

Douglas Lane & Associates, LLC

  • $6.9 Billion
  • Q3 2025

A detailed history of Douglas Lane & Associates, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Douglas Lane & Associates, LLC holds 2,637 shares of SCHW stock, worth $242,366. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,637
Previous 2,652 0.57%
Holding current value
$242,366
Previous $241,000 4.15%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 10, 2025
SELL
$91.03 - $98.69 $1,365 - $1,480
-15 Reduced 0.57%
2,637 $251,000
Q2 2025

Jul 07, 2025
BUY
$69.06 - $91.24 $183,147 - $241,968
2,652 New
2,652 $241,000
Q4 2022

Jan 17, 2023
BUY
$67.43 - $83.26 $191,973 - $237,041
2,847 New
2,847 $237,000
Q1 2022

Apr 25, 2022
SELL
$75.69 - $95.53 $196,264 - $247,709
-2,593 Closed
0 $0
Q4 2021

Jan 25, 2022
SELL
$73.23 - $85.82 $39,910 - $46,771
-545 Reduced 17.37%
2,593 $218,000
Q3 2021

Oct 21, 2021
SELL
$66.68 - $77.38 $15,669 - $18,184
-235 Reduced 6.97%
3,138 $229,000
Q2 2021

Jul 19, 2021
SELL
$63.69 - $76.01 $14,521 - $17,330
-228 Reduced 6.33%
3,373 $246,000
Q1 2021

Apr 19, 2021
SELL
$51.54 - $67.65 $225,642 - $296,171
-4,378 Reduced 54.87%
3,601 $235,000
Q4 2020

Jan 14, 2021
SELL
$36.75 - $53.04 $284,555 - $410,688
-7,743 Reduced 49.25%
7,979 $423,000
Q3 2020

Oct 19, 2020
SELL
$33.02 - $36.28 $247,484 - $271,918
-7,495 Reduced 32.28%
15,722 $570,000
Q2 2020

Jul 28, 2020
SELL
$31.75 - $42.82 $867,981 - $1.17 Million
-27,338 Reduced 54.08%
23,217 $783,000
Q1 2020

Apr 20, 2020
SELL
$28.43 - $49.0 $8.71 Million - $15 Million
-306,451 Reduced 85.84%
50,555 $1.7 Million
Q4 2019

Jan 27, 2020
SELL
$35.1 - $51.07 $2.84 Million - $4.13 Million
-80,808 Reduced 18.46%
357,006 $17 Million
Q3 2019

Oct 16, 2019
SELL
$36.12 - $44.28 $1.23 Million - $1.5 Million
-33,947 Reduced 7.2%
437,814 $18.3 Million
Q2 2019

Jul 08, 2019
BUY
$39.15 - $46.26 $115,688 - $136,698
2,955 Added 0.63%
471,761 $19 Million
Q1 2019

Apr 23, 2019
BUY
$40.72 - $47.98 $284,469 - $335,188
6,986 Added 1.51%
468,806 $20 Million
Q4 2018

Jan 17, 2019
BUY
$38.25 - $52.17 $1.62 Million - $2.21 Million
42,401 Added 10.11%
461,820 $19.2 Million
Q3 2018

Oct 09, 2018
BUY
$49.15 - $54.22 $673,649 - $743,139
13,706 Added 3.38%
419,419 $20.6 Million
Q2 2018

Jul 23, 2018
BUY
$50.11 - $59.59 $108,588 - $129,131
2,167 Added 0.54%
405,713 $20.7 Million
Q1 2018

Apr 23, 2018
BUY
$48.9 - $57.76 $48,900 - $57,760
1,000 Added 0.25%
403,546 $21.1 Million
Q4 2017

Jan 24, 2018
SELL
$43.27 - $52.28 $131,324 - $158,669
-3,035 Reduced 0.75%
402,546 $20.7 Million
Q3 2017

Oct 19, 2017
BUY
$38.11 - $44.04 $15.5 Million - $17.9 Million
405,581
405,581 $17.7 Million

Others Institutions Holding SCHW

# of Institutions
2,508
Shares Held
1.42B
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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