Everett Harris & CO Schwab Charles Corp Transaction History

Everett Harris & CO

  • $8 Billion
  • Q3 2025

A detailed history of Everett Harris & CO transactions in Schwab Charles Corp stock. As of the latest transaction made, Everett Harris & CO holds 212,302 shares of SCHW stock, worth $19.5 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
212,302
Previous 210,831 0.7%
Holding current value
$19.5 Million
Previous $19.2 Million 5.36%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Nov 03, 2025
BUY
$91.03 - $98.69 $133,905 - $145,172
1,471 Added 0.7%
212,302 $20.3 Million
Q2 2025

Aug 08, 2025
BUY
$69.06 - $91.24 $26,242 - $34,671
380 Added 0.18%
210,831 $19.2 Million
Q1 2025

May 12, 2025
BUY
$71.24 - $83.64 $8,335 - $9,785
117 Added 0.06%
210,451 $16.5 Million
Q4 2024

Jan 23, 2025
BUY
$63.31 - $82.85 $69,957 - $91,549
1,105 Added 0.53%
210,334 $15.6 Million
Q3 2024

Oct 18, 2024
SELL
$61.74 - $76.08 $115,392 - $142,193
-1,869 Reduced 0.89%
209,229 $13.6 Million
Q2 2024

Aug 01, 2024
SELL
$70.03 - $78.9 $169,612 - $191,095
-2,422 Reduced 1.13%
211,098 $15.6 Million
Q1 2024

Apr 19, 2024
SELL
$61.89 - $72.38 $96,672 - $113,057
-1,562 Reduced 0.73%
213,520 $15.4 Million
Q4 2023

Jan 18, 2024
SELL
$49.33 - $70.98 $11.1 Million - $15.9 Million
-224,163 Reduced 51.03%
215,082 $14.8 Million
Q3 2023

Oct 23, 2023
SELL
$54.2 - $67.94 $154,199 - $193,289
-2,845 Reduced 0.64%
439,245 $24.1 Million
Q2 2023

Jul 26, 2023
BUY
$47.37 - $57.14 $5.42 Million - $6.54 Million
114,386 Added 34.91%
442,090 $25.1 Million
Q1 2023

Apr 24, 2023
BUY
$51.91 - $85.6 $430,645 - $710,137
8,296 Added 2.6%
327,704 $17.2 Million
Q4 2022

Jan 20, 2023
SELL
$67.43 - $83.26 $273,024 - $337,119
-4,049 Reduced 1.25%
319,408 $0
Q3 2022

Oct 21, 2022
BUY
$21.16 - $74.92 $94,796 - $335,641
4,480 Added 1.4%
323,457 $23.2 Million
Q2 2022

Jul 22, 2022
BUY
$59.99 - $83.83 $411,531 - $575,073
6,860 Added 2.2%
318,977 $20.2 Million
Q1 2022

Apr 22, 2022
SELL
$75.69 - $95.53 $96,883 - $122,278
-1,280 Reduced 0.41%
312,117 $26.3 Million
Q4 2021

Feb 02, 2022
SELL
$73.23 - $85.82 $360,730 - $422,749
-4,926 Reduced 1.55%
313,397 $26.4 Million
Q3 2021

Nov 03, 2021
SELL
$66.68 - $77.38 $45,009 - $52,231
-675 Reduced 0.21%
318,323 $23.2 Million
Q2 2021

Jul 29, 2021
SELL
$63.69 - $76.01 $208,966 - $249,388
-3,281 Reduced 1.02%
318,998 $23.2 Million
Q1 2021

May 13, 2021
SELL
$51.54 - $67.65 $19,585 - $25,707
-380 Reduced 0.12%
322,279 $21 Million
Q4 2020

Feb 04, 2021
SELL
$36.75 - $53.04 $209,916 - $302,964
-5,712 Reduced 1.74%
322,659 $17.1 Million
Q3 2020

Nov 03, 2020
BUY
$33.02 - $36.28 $36,652 - $40,270
1,110 Added 0.34%
328,371 $11.9 Million
Q2 2020

Jul 29, 2020
SELL
$31.75 - $42.82 $545,719 - $735,990
-17,188 Reduced 4.99%
327,261 $11 Million
Q1 2020

Apr 29, 2020
SELL
$28.43 - $49.0 $6.12 Million - $10.6 Million
-215,359 Reduced 38.47%
344,449 $11.6 Million
Q4 2019

Jan 27, 2020
SELL
$35.1 - $51.07 $186,205 - $270,926
-5,305 Reduced 0.94%
559,808 $26.6 Million
Q3 2019

Nov 06, 2019
SELL
$36.12 - $44.28 $3.3 Million - $4.04 Million
-91,270 Reduced 13.9%
565,113 $23.6 Million
Q2 2019

Aug 13, 2019
BUY
$39.15 - $46.26 $11.8 Million - $14 Million
301,830 Added 85.13%
656,383 $26.4 Million
Q1 2019

May 13, 2019
BUY
$40.72 - $47.98 $8.53 Million - $10.1 Million
209,470 Added 144.38%
354,553 $15.2 Million
Q4 2018

Feb 13, 2019
SELL
$38.25 - $52.17 $2.55 Million - $3.48 Million
-66,790 Reduced 31.52%
145,083 $6.03 Million
Q3 2018

Nov 14, 2018
BUY
$49.15 - $54.22 $10.4 Million - $11.5 Million
211,873 New
211,873 $10.4 Million

Others Institutions Holding SCHW

# of Institutions
2,509
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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