A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 1,383 shares of SCHW stock, worth $110,902. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,383
Previous 877 57.7%
Holding current value
$110,902
Previous $64,000 39.06%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 06, 2024

BUY
$61.74 - $76.08 $31,240 - $38,496
506 Added 57.7%
1,383 $89,000
Q2 2024

Aug 06, 2024

BUY
$70.03 - $78.9 $27,381 - $30,849
391 Added 80.45%
877 $64,000
Q1 2024

May 14, 2024

SELL
$61.89 - $72.38 $1,732 - $2,026
-28 Reduced 5.45%
486 $35,000
Q4 2023

Feb 06, 2024

SELL
$49.33 - $70.98 $1,825 - $2,626
-37 Reduced 6.72%
514 $35,000
Q3 2023

Nov 14, 2023

SELL
$54.2 - $67.94 $37,669 - $47,218
-695 Reduced 55.78%
551 $30,000
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $44,006 - $53,083
929 Added 293.06%
1,246 $70,000
Q1 2023

May 16, 2023

BUY
$51.91 - $85.6 $15,261 - $25,166
294 Added 1278.26%
317 $16,000
Q4 2022

Feb 24, 2023

SELL
$67.43 - $83.26 $3,371 - $4,163
-50 Reduced 68.49%
23 $1,000
Q3 2022

Nov 03, 2022

SELL
$21.16 - $74.92 $3,216 - $11,387
-152 Reduced 67.56%
73 $5,000
Q2 2022

Aug 22, 2022

BUY
$59.99 - $83.83 $12,837 - $17,939
214 Added 1945.45%
225 $14,000
Q3 2021

Nov 05, 2021

BUY
$66.68 - $77.38 $733 - $851
11 New
11 $1,000
Q3 2020

Nov 12, 2020

SELL
$33.02 - $36.28 $43,685 - $47,998
-1,323 Closed
0 $0
Q1 2020

May 13, 2020

BUY
$28.43 - $49.0 $37,612 - $64,827
1,323 New
1,323 $44,000
Q4 2018

Feb 06, 2019

SELL
$38.25 - $52.17 $6,961 - $9,494
-182 Closed
0 $0
Q3 2018

Nov 06, 2018

SELL
$49.15 - $54.22 $30,128 - $33,236
-613 Reduced 77.11%
182 $9,000
Q2 2018

Aug 21, 2018

BUY
$50.11 - $59.59 $9,671 - $11,500
193 Added 32.06%
795 $40,000
Q1 2018

May 14, 2018

BUY
$48.9 - $57.76 $25,232 - $29,804
516 Added 600.0%
602 $31,000
Q4 2017

Feb 15, 2018

BUY
$43.27 - $52.28 $259 - $313
6 Added 7.5%
86 $4,000
Q3 2017

Nov 15, 2017

BUY
$38.11 - $44.04 $3,048 - $3,523
80
80 $3,000

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 $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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