A detailed history of Red Door Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Red Door Wealth Management, LLC holds 3,423 shares of SCHW stock, worth $314,607. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,423
Previous 3,415 0.23%
Holding current value
$314,607
Previous $326,000 3.68%
% of portfolio
0.03%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

BUY
$91.91 - $97.71 $735 - $781
8 Added 0.23%
3,423 $314,000
Q3 2025

Oct 10, 2025

BUY
$91.03 - $98.69 $28,310 - $30,692
311 Added 10.02%
3,415 $326,000
Q1 2025

Apr 25, 2025

BUY
$71.24 - $83.64 $2,137 - $2,509
30 Added 0.98%
3,104 $242,000
Q4 2024

Jan 17, 2025

SELL
$63.31 - $82.85 $15,827 - $20,712
-250 Reduced 7.52%
3,074 $227,000
Q3 2024

Oct 16, 2024

BUY
$61.74 - $76.08 $15,435 - $19,020
250 Added 8.13%
3,324 $215,000
Q1 2024

Apr 17, 2024

SELL
$61.89 - $72.38 $41,837 - $48,928
-676 Reduced 18.03%
3,074 $222,000
Q4 2023

Jan 17, 2024

BUY
$49.33 - $70.98 $1,973 - $2,839
40 Added 1.08%
3,750 $258,000
Q3 2023

Oct 19, 2023

SELL
$54.2 - $67.94 $61,679 - $77,315
-1,138 Reduced 23.47%
3,710 $203,000
Q2 2023

Aug 07, 2023

BUY
$47.37 - $57.14 $229,649 - $277,014
4,848 New
4,848 $274,000
Q3 2021

Oct 14, 2021

SELL
$66.68 - $77.38 $24,071 - $27,934
-361 Closed
0 $0
Q2 2021

Jul 29, 2021

BUY
$63.69 - $76.01 $22,992 - $27,439
361 New
361 $26,000

Others Institutions Holding SCHW

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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