A detailed history of Abound Wealth Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Abound Wealth Management holds 292 shares of SCHW stock, worth $22,849. This represents 0.01% of its overall portfolio holdings.

Number of Shares
292
Previous 258 13.18%
Holding current value
$22,849
Previous $19 Million 0.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024

BUY
$61.74 - $76.08 $2,099 - $2,586
34 Added 13.18%
292 $18.9 Million
Q2 2024

Aug 09, 2024

SELL
$70.03 - $78.9 $980 - $1,104
-14 Reduced 5.15%
258 $19 Million
Q1 2024

Aug 08, 2024

SELL
$61.89 - $72.38 $123 - $144
-2 Reduced 0.73%
272 $19.7 Million
Q4 2023

Aug 08, 2024

SELL
$49.33 - $70.98 $14,601 - $21,010
-296 Reduced 51.93%
274 $18.9 Million
Q3 2023

Aug 08, 2024

BUY
$54.2 - $67.94 $2,113 - $2,649
39 Added 7.34%
570 $31.3 Million
Q2 2023

Aug 08, 2024

BUY
$47.37 - $57.14 $2,415 - $2,914
51 Added 10.63%
531 $30.1 Million
Q1 2023

Aug 07, 2024

BUY
$51.91 - $85.6 $24,916 - $41,088
480 New
480 $25.1 Million
Q4 2022

Aug 07, 2024

SELL
$67.43 - $83.26 $6,338 - $7,826
-94 Reduced 17.44%
445 $37.1 Million
Q3 2022

Aug 07, 2024

BUY
$21.16 - $74.92 $1,248 - $4,420
59 Added 12.29%
539 $38.7 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 $142B
  • 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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