A detailed history of Tci Wealth Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 15,830 shares of SCHW stock, worth $1.18 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
15,830
Previous 12,810 23.58%
Holding current value
$1.18 Million
Previous $943,000 8.7%
% of portfolio
0.09%
Previous 0.09%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$61.74 - $76.08 $186,454 - $229,761
3,020 Added 23.58%
15,830 $1.03 Million
Q2 2024

Jul 30, 2024

BUY
$70.03 - $78.9 $141,740 - $159,693
2,024 Added 18.77%
12,810 $943,000
Q1 2024

May 07, 2024

SELL
$61.89 - $72.38 $258,762 - $302,620
-4,181 Reduced 27.93%
10,786 $780,000
Q4 2023

Feb 06, 2024

SELL
$49.33 - $70.98 $52,141 - $75,025
-1,057 Reduced 6.6%
14,967 $1.03 Million
Q3 2023

Oct 31, 2023

SELL
$54.2 - $67.94 $25,636 - $32,135
-473 Reduced 2.87%
16,024 $879,000
Q2 2023

Aug 04, 2023

SELL
$47.37 - $57.14 $108,429 - $130,793
-2,289 Reduced 12.18%
16,497 $935,000
Q1 2023

May 03, 2023

BUY
$51.91 - $85.6 $625,826 - $1.03 Million
12,056 Added 179.14%
18,786 $984,000
Q4 2022

Feb 06, 2023

BUY
$67.43 - $83.26 $29,871 - $36,884
443 Added 7.05%
6,730 $560,000
Q3 2022

Nov 08, 2022

SELL
$21.16 - $74.92 $19,001 - $67,278
-898 Reduced 12.5%
6,287 $452,000
Q2 2022

Jul 19, 2022

SELL
$59.99 - $83.83 $71,748 - $100,260
-1,196 Reduced 14.27%
7,185 $454,000
Q1 2022

Apr 29, 2022

BUY
$75.69 - $95.53 $44,127 - $55,693
583 Added 7.48%
8,381 $707,000
Q4 2021

Jan 24, 2022

BUY
$73.23 - $85.82 $93,441 - $109,506
1,276 Added 19.56%
7,798 $656,000
Q3 2021

Oct 29, 2021

BUY
$66.68 - $77.38 $7,934 - $9,208
119 Added 1.86%
6,522 $475,000
Q2 2021

Aug 02, 2021

BUY
$63.69 - $76.01 $1,592 - $1,900
25 Added 0.39%
6,403 $466,000
Q1 2021

Apr 29, 2021

SELL
$51.54 - $67.65 $530,243 - $695,983
-10,288 Reduced 61.73%
6,378 $416,000
Q4 2020

Jan 21, 2021

BUY
$36.75 - $53.04 $17,125 - $24,716
466 Added 2.88%
16,666 $884,000
Q3 2020

Oct 20, 2020

BUY
$33.02 - $36.28 $235,795 - $259,075
7,141 Added 78.83%
16,200 $587,000
Q2 2020

Jul 20, 2020

BUY
$31.75 - $42.82 $32,670 - $44,061
1,029 Added 12.81%
9,059 $306,000
Q1 2020

Apr 14, 2020

SELL
$28.43 - $49.0 $12,907 - $22,246
-454 Reduced 5.35%
8,030 $270,000
Q4 2019

Jan 27, 2020

BUY
$35.1 - $51.07 $15,408 - $22,419
439 Added 5.46%
8,484 $403,000
Q3 2019

Oct 17, 2019

SELL
$36.12 - $44.28 $24,597 - $30,154
-681 Reduced 7.8%
8,045 $337,000
Q2 2019

Jul 23, 2019

SELL
$39.15 - $46.26 $104,060 - $122,959
-2,658 Reduced 23.35%
8,726 $351,000
Q1 2019

Apr 11, 2019

BUY
$40.72 - $47.98 $67,310 - $79,310
1,653 Added 16.99%
11,384 $487,000
Q4 2018

Jan 17, 2019

BUY
$38.25 - $52.17 $52,479 - $71,577
1,372 Added 16.41%
9,731 $404,000
Q3 2018

Nov 02, 2018

SELL
$49.15 - $54.22 $2,310 - $2,548
-47 Reduced 0.56%
8,359 $411,000
Q2 2018

Jul 27, 2018

SELL
$50.11 - $59.59 $8,218 - $9,772
-164 Reduced 1.91%
8,406 $430,000
Q1 2018

Apr 30, 2018

SELL
$48.9 - $57.76 $41,124 - $48,576
-841 Reduced 8.94%
8,570 $448,000
Q4 2017

Feb 01, 2018

BUY
$43.27 - $52.28 $61,919 - $74,812
1,431 Added 17.93%
9,411 $483,000
Q3 2017

Oct 24, 2017

SELL
$38.11 - $44.04 $41,997 - $48,532
-1,102 Reduced 12.13%
7,980 $349,000
Q2 2017

Aug 10, 2017

BUY
N/A
9,082
9,082 $390,000

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 $136B
  • 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
Track This Portfolio

Track Tci Wealth Advisors, Inc. Portfolio

Follow Tci Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.