Pettee Investors, Inc. Schwab Charles Corp Transaction History

Pettee Investors, Inc.

$175 Million
Q3 2025

A detailed history of Pettee Investors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Pettee Investors, Inc. holds 22,157 shares of SCHW stock, worth $2.04 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

22,157

Previous 22,157 -0.0%

Holding current value

$2.04 Million

Previous $2.02 Million 4.65%

% of portfolio

1.21%

Previous 1.25%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	SELL	$69.06 - $91.24 $1.46 Million - $1.93 Million	-21,130 Reduced 48.81%	22,157 $2.02 Million
Q1 2025 May 02, 2025	SELL	$71.24 - $83.64 $99,736 - $117,096	-1,400 Reduced 3.13%	43,287 $3.39 Million
Q3 2023 Oct 20, 2023	BUY	$54.2 - $67.94 $7,588 - $9,511	140 Added 0.31%	44,687 $2.45 Million
Q2 2023 Aug 08, 2023	BUY	$47.37 - $57.14 $21,316 - $25,713	450 Added 1.02%	44,547 $2.52 Million
Q1 2023 May 05, 2023	BUY	$51.91 - $85.6 $49,054 - $80,892	945 Added 2.19%	44,097 $2.31 Million

Q2 2022 Jul 25, 2022	BUY	$59.99 - $83.83 $383,995 - $536,595	6,401 Added 17.42%	43,152 $2.73 Million
Q1 2022 May 16, 2022	BUY	$75.69 - $95.53 $121,104 - $152,848	1,600 Added 4.55%	36,751 $3.1 Million
Q3 2021 Nov 02, 2021	BUY	$66.68 - $77.38 $7,668 - $8,898	115 Added 0.33%	35,151 $2.56 Million
Q2 2021 Aug 02, 2021	SELL	$63.69 - $76.01 $46,302 - $55,259	-727 Reduced 2.03%	35,036 $2.55 Million
Q1 2021 May 03, 2021	SELL	$51.54 - $67.65 $15,462 - $20,295	-300 Reduced 0.83%	35,763 $2.33 Million
Q2 2020 Aug 04, 2020	SELL	$31.75 - $42.82 $4,762 - $6,423	-150 Reduced 0.41%	36,063 $1.22 Million
Q1 2020 May 12, 2020	BUY	$28.43 - $49.0 $28,430 - $49,000	1,000 Added 2.84%	36,213 $1.22 Million
Q4 2019 Feb 14, 2020	SELL	$35.1 - $51.07 $5,791 - $8,426	-165 Reduced 0.47%	35,213 $1.68 Million
Q3 2019 Oct 30, 2019	BUY	$36.12 - $44.28 $39,732 - $48,708	1,100 Added 3.21%	35,378 $1.48 Million
Q2 2019 Aug 07, 2019	SELL	$39.15 - $46.26 $123,322 - $145,719	-3,150 Reduced 8.42%	34,278 $1.38 Million
Q1 2019 Apr 26, 2019	BUY	$40.72 - $47.98 $12,216 - $14,393	300 Added 0.81%	37,428 $1.6 Million
Q4 2018 Feb 06, 2019	SELL	$38.25 - $52.17 $53,550 - $73,038	-1,400 Reduced 3.63%	37,128 $1.54 Million
Q3 2018 Nov 02, 2018	BUY	$49.15 - $54.22 $98,300 - $108,440	2,000 Added 5.48%	38,528 $1.89 Million
Q4 2017 Feb 06, 2018	BUY	$43.27 - $52.28 $13,630 - $16,468	315 Added 0.87%	36,528 $1.88 Million
Q3 2017 Nov 02, 2017	BUY	$38.11 - $44.04 $1.38 Million - $1.59 Million	36,213	36,213 $1.58 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

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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Pettee Investors, Inc. Schwab Charles Corp Transaction History