Phoenix Holdings Ltd. Schwab Charles Corp Transaction History

Phoenix Holdings Ltd.

  • $7.93 Billion
  • Q3 2025

A detailed history of Phoenix Holdings Ltd. transactions in Schwab Charles Corp stock. As of the latest transaction made, Phoenix Holdings Ltd. holds 3,643 shares of SCHW stock, worth $334,828. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,643
Previous 3,643 -0.0%
Holding current value
$334,828
Previous $347,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 03, 2025
SELL
$91.03 - $98.69 $198,081 - $214,749
-2,176 Reduced 37.39%
3,643 $347,000
Q2 2025

Jul 30, 2025
BUY
$69.06 - $91.24 $70,372 - $92,973
1,019 Added 21.23%
5,819 $530,000
Q1 2025

May 07, 2025
SELL
$71.24 - $83.64 $34,765 - $40,816
-488 Reduced 9.23%
4,800 $375,000
Q4 2024

Feb 13, 2025
SELL
$63.31 - $82.85 $5.84 Million - $7.64 Million
-92,223 Reduced 94.58%
5,288 $391,000
Q3 2024

Nov 05, 2024
BUY
$61.74 - $76.08 $2.16 Million - $2.66 Million
34,931 Added 55.82%
97,511 $6.32 Million
Q2 2024

Aug 12, 2024
BUY
$70.03 - $78.9 $4.01 Million - $4.52 Million
57,275 Added 1079.64%
62,580 $4.61 Million
Q1 2024

May 15, 2024
SELL
$61.89 - $72.38 $489,488 - $572,453
-7,909 Reduced 59.85%
5,305 $383,000
Q4 2023

Feb 14, 2024
BUY
$49.33 - $70.98 $651,846 - $937,929
13,214 New
13,214 $909,000
Q1 2023

May 11, 2023
BUY
$51.91 - $85.6 $389,221 - $641,828
7,498 Added 22.77%
40,426 $2.12 Million
Q4 2022

Feb 13, 2023
SELL
$67.43 - $83.26 $623,525 - $769,905
-9,247 Reduced 21.93%
32,928 $2.74 Million
Q3 2022

Nov 10, 2022
BUY
$21.16 - $74.92 $69,214 - $245,063
3,271 Added 8.41%
42,175 $3.07 Million
Q2 2022

Aug 15, 2022
BUY
$59.99 - $83.83 $340,863 - $476,322
5,682 Added 17.1%
38,904 $2.46 Million
Q1 2022

May 10, 2022
BUY
$75.69 - $95.53 $2.15 Million - $2.72 Million
28,460 Added 597.65%
33,222 $2.82 Million
Q4 2021

Feb 07, 2022
SELL
$73.23 - $85.82 $38,665 - $45,312
-528 Reduced 9.98%
4,762 $406,000
Q3 2021

Oct 27, 2021
BUY
$66.68 - $77.38 $352,737 - $409,340
5,290 New
5,290 $397,000
Q2 2021

Aug 10, 2021
SELL
$63.69 - $76.01 $376,981 - $449,903
-5,919 Closed
0 $0
Q1 2021

May 10, 2021
SELL
$51.54 - $67.65 $81,175 - $106,548
-1,575 Reduced 21.02%
5,919 $383,000
Q4 2020

Feb 11, 2021
SELL
$36.75 - $53.04 $2.28 Million - $3.29 Million
-61,960 Reduced 89.21%
7,494 $392,000
Q3 2020

Nov 10, 2020
BUY
$33.02 - $36.28 $155,194 - $170,516
4,700 Added 7.26%
69,454 $2.34 Million
Q2 2020

Aug 10, 2020
BUY
$31.75 - $42.82 $237,585 - $320,422
7,483 Added 13.07%
64,754 $2.02 Million
Q1 2020

May 20, 2020
BUY
$28.43 - $49.0 $1.63 Million - $2.81 Million
57,271 New
57,271 $1.87 Million

Others Institutions Holding SCHW

# of Institutions
2,526
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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