A detailed history of Wealthfront Advisers LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Wealthfront Advisers LLC holds 5,861 shares of SCHW stock, worth $471,458. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,861
Previous 91,623 93.6%
Holding current value
$471,458
Previous $5.94 Million 92.71%
% of portfolio
0.0%
Previous 0.02%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $146B
  • 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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