A detailed history of Aspen Grove Capital, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Aspen Grove Capital, LLC holds 7,102 shares of SCHW stock, worth $504,952. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,102
Previous 7,098 0.06%
Holding current value
$504,952
Previous $513 Million 1.93%
% of portfolio
0.12%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$70.03 - $78.9 $280 - $315
4 Added 0.06%
7,102 $523 Million
Q1 2024

May 15, 2024

BUY
$61.89 - $72.38 $33,482 - $39,157
541 Added 8.25%
7,098 $513 Million
Q4 2023

Feb 14, 2024

SELL
$49.33 - $70.98 $11,839 - $17,035
-240 Reduced 3.53%
6,557 $446 Million
Q3 2023

Nov 13, 2023

SELL
$54.2 - $67.94 $3,577 - $4,484
-66 Reduced 0.96%
6,797 $373 Million
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $325,100 - $392,151
6,863 New
6,863 $389 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 $129B
  • 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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