Wealthfront Advisers LLC Schwab Charles Corp Transaction History

Wealthfront Advisers LLC

  • $34 Billion
  • Q4 2024

A detailed history of Wealthfront Advisers LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Wealthfront Advisers LLC holds 106,055 shares of SCHW stock, worth $8.08 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
106,055
Previous 5,861 1709.5%
Holding current value
$8.08 Million
Previous $433,000 1712.7%
% of portfolio
0.02%
Previous 0.0%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Apr 01, 2025
BUY
$63.31 - $82.85 $6.34 Million - $8.3 Million
100,194 Added 1709.5%
106,055 $7.85 Million
Q4 2024

Feb 07, 2025
SELL
$63.31 - $82.85 $5.43 Million - $7.11 Million
-85,762 Reduced 93.6%
5,861 $433,000
Q3 2024

Nov 12, 2024
SELL
$61.74 - $76.08 $1.82 Million - $2.24 Million
-29,501 Reduced 24.36%
91,623 $5.94 Million
Q2 2024

Aug 14, 2024
BUY
$70.03 - $78.9 $718,157 - $809,119
10,255 Added 9.25%
121,124 $8.93 Million
Q1 2024

Apr 19, 2024
BUY
$61.89 - $72.38 $65,789 - $76,939
1,063 Added 0.97%
110,869 $8.02 Million
Q4 2023

Feb 09, 2024
SELL
$49.33 - $70.98 $180,646 - $259,928
-3,662 Reduced 3.23%
109,806 $7.55 Million
Q3 2023

Nov 01, 2023
BUY
$54.2 - $67.94 $433,925 - $543,927
8,006 Added 7.59%
113,468 $6.23 Million
Q2 2023

Aug 07, 2023
BUY
$47.37 - $57.14 $2.9 Million - $3.5 Million
61,315 Added 138.89%
105,462 $5.98 Million
Q1 2023

Apr 28, 2023
SELL
$51.91 - $85.6 $4.58 Million - $7.55 Million
-88,184 Reduced 66.64%
44,147 $2.31 Million
Q4 2022

Feb 10, 2023
SELL
$67.43 - $83.26 $620,018 - $765,575
-9,195 Reduced 6.5%
132,331 $11 Million
Q3 2022

Nov 14, 2022
BUY
$21.16 - $74.92 $982,755 - $3.48 Million
46,444 Added 48.85%
141,526 $10.2 Million
Q2 2022

Jul 20, 2022
SELL
$59.99 - $83.83 $233,181 - $325,847
-3,887 Reduced 3.93%
95,082 $6.01 Million
Q1 2022

May 16, 2022
SELL
$75.69 - $95.53 $985,483 - $1.24 Million
-13,020 Reduced 11.63%
98,969 $8.34 Million
Q4 2021

Jan 21, 2022
BUY
$73.23 - $85.82 $2.49 Million - $2.91 Million
33,965 Added 43.53%
111,989 $9.42 Million
Q3 2021

Nov 15, 2021
BUY
$66.68 - $77.38 $2.36 Million - $2.74 Million
35,455 Added 83.29%
78,024 $5.68 Million
Q2 2021

Aug 16, 2021
BUY
$63.69 - $76.01 $462,516 - $551,984
7,262 Added 20.57%
42,569 $3.1 Million
Q1 2021

May 14, 2021
BUY
$51.54 - $67.65 $130,396 - $171,154
2,530 Added 7.72%
35,307 $2.3 Million
Q4 2020

Feb 16, 2021
BUY
$36.75 - $53.04 $121,128 - $174,819
3,296 Added 11.18%
32,777 $1.74 Million
Q3 2020

Nov 16, 2020
BUY
$33.02 - $36.28 $10,203 - $11,210
309 Added 1.06%
29,481 $1.07 Million
Q2 2020

Aug 14, 2020
SELL
$31.75 - $42.82 $1.01 Million - $1.36 Million
-31,710 Reduced 52.08%
29,172 $984,000
Q1 2020

May 15, 2020
BUY
$28.43 - $49.0 $431,396 - $743,526
15,174 Added 33.2%
60,882 $2.05 Million
Q4 2019

Jan 21, 2020
SELL
$35.1 - $51.07 $131,589 - $191,461
-3,749 Reduced 7.58%
45,708 $2.17 Million
Q3 2019

Oct 15, 2019
BUY
$36.12 - $44.28 $933,918 - $1.14 Million
25,856 Added 109.55%
49,457 $2.07 Million
Q2 2019

Aug 13, 2019
SELL
$39.15 - $46.26 $493,759 - $583,431
-12,612 Reduced 34.83%
23,601 $949,000
Q1 2019

May 13, 2019
SELL
$40.72 - $47.98 $154,736 - $182,324
-3,800 Reduced 9.5%
36,213 $1.55 Million
Q4 2018

Feb 14, 2019
BUY
$38.25 - $52.17 $1.53 Million - $2.09 Million
40,013 New
40,013 $1.66 Million

Others Institutions Holding SCHW

# of Institutions
2,252
Shares Held
1.48B
Call Options Held
17.3M
Put Options Held
27.9M
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 $138B
  • 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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