Institute For Wealth Management, Llc. Schwab Charles Corp Transaction History

Institute For Wealth Management, Llc.

$911 Million
Q4 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 11,031 shares of SCHW stock, worth $1.01 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,031

Previous 11,220 1.68%

Holding current value

$1.01 Million

Previous $1.07 Million 5.42%

% of portfolio

0.11%

Previous 0.12%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	SELL	$91.91 - $97.71 $17,370 - $18,467	-189 Reduced 1.68%	11,031 $1.01 Million
Q3 2025 Oct 17, 2025	SELL	$91.03 - $98.69 $3,823 - $4,144	-42 Reduced 0.37%	11,220 $1.07 Million
Q2 2025 Jul 18, 2025	SELL	$69.06 - $91.24 $1,588 - $2,098	-23 Reduced 0.2%	11,262 $1.03 Million
Q1 2025 Apr 21, 2025	SELL	$71.24 - $83.64 $213 - $250	-3 Reduced 0.03%	11,285 $883,000
Q4 2024 Jan 23, 2025	SELL	$63.31 - $82.85 $10,952 - $14,333	-173 Reduced 1.51%	11,288 $835,000

Q3 2024 Nov 12, 2024	BUY	$61.74 - $76.08 $172,933 - $213,100	2,801 Added 32.34%	11,461 $742,000
Q2 2024 Jul 25, 2024	BUY	$70.03 - $78.9 $8,473 - $9,546	121 Added 1.42%	8,660 $638,000
Q1 2024 Apr 30, 2024	BUY	$61.89 - $72.38 $88,564 - $103,575	1,431 Added 20.13%	8,539 $617,000
Q4 2023 Jan 31, 2024	BUY	$49.33 - $70.98 $77,053 - $110,870	1,562 Added 28.16%	7,108 $489,000
Q3 2023 Oct 13, 2023	SELL	$54.2 - $67.94 $14,092 - $17,664	-260 Reduced 4.48%	5,546 $304,000
Q2 2023 Jul 25, 2023	BUY	$47.37 - $57.14 $61,486 - $74,167	1,298 Added 28.79%	5,806 $329,000
Q1 2023 Apr 20, 2023	BUY	$51.91 - $85.6 $11,679 - $19,260	225 Added 5.25%	4,508 $236,000
Q4 2022 Feb 02, 2023	SELL	$67.43 - $83.26 $3,169 - $3,913	-47 Reduced 1.09%	4,283 $356,000
Q3 2022 Oct 18, 2022	SELL	$21.16 - $74.92 $634 - $2,247	-30 Reduced 0.69%	4,330 $311,000
Q2 2022 Jul 25, 2022	BUY	$59.99 - $83.83 $8,518 - $11,903	142 Added 3.37%	4,360 $275,000
Q1 2022 Apr 29, 2022	BUY	$75.69 - $95.53 $4,465 - $5,636	59 Added 1.42%	4,218 $356,000
Q4 2021 Jan 21, 2022	BUY	$73.23 - $85.82 $9,300 - $10,899	127 Added 3.15%	4,159 $350,000
Q2 2021 Jul 21, 2021	SELL	$63.69 - $76.01 $4,139 - $4,940	-65 Reduced 1.59%	4,032 $294,000
Q1 2021 May 04, 2021	SELL	$51.54 - $67.65 $1,546 - $2,029	-30 Reduced 0.73%	4,097 $267,000
Q4 2020 Feb 01, 2021	BUY	$36.75 - $53.04 $151,667 - $218,896	4,127 New	4,127 $219,000
Q1 2018 May 15, 2018	SELL	$48.9 - $57.76 $209,438 - $247,386	-4,283 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$43.27 - $52.28 $185,325 - $223,915	4,283 New	4,283 $220,000
Q3 2017 Nov 14, 2017	SELL	$38.11 - $44.04 $198,210 - $229,052	-5,201 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	5,201	5,201 $222,000

Others Institutions Holding SCHW

# of Institutions

2,541

Shares Held

1.43B

Call Options Held

15.3M

Put Options Held

19M

View Full List

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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Institute For Wealth Management, Llc. Schwab Charles Corp Transaction History