A detailed history of Drive Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Drive Wealth Management, LLC holds 9,841 shares of SCHW stock, worth $735,516. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,841
Previous 9,841 -0.0%
Holding current value
$735,516
Previous $637,000 -0.0%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Nov 07, 2024

BUY
$61.74 - $76.08 $31,055 - $38,268
503 Added 5.39%
9,841 $637,000
Q2 2024

Jul 31, 2024

BUY
$70.03 - $78.9 $3,361 - $3,787
48 Added 0.52%
9,338 $688,000
Q1 2024

Apr 22, 2024

SELL
$61.89 - $72.38 $78,847 - $92,212
-1,274 Reduced 12.06%
9,290 $672,000
Q4 2023

Jan 22, 2024

SELL
$49.33 - $70.98 $23,974 - $34,496
-486 Reduced 4.4%
10,564 $726,000
Q3 2023

Oct 10, 2023

BUY
$54.2 - $67.94 $80,649 - $101,094
1,488 Added 15.56%
11,050 $606,000
Q2 2023

Jul 14, 2023

SELL
$47.37 - $57.14 $14,021 - $16,913
-296 Reduced 3.0%
9,562 $541,000
Q1 2023

Apr 13, 2023

BUY
$51.91 - $85.6 $511,728 - $843,844
9,858 New
9,858 $516,000
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $677 - $2,397
32 Added 0.33%
9,700 $697,000
Q2 2022

Nov 14, 2022

BUY
$59.99 - $83.83 $579,983 - $810,468
9,668 New
9,668 $611,000

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 $136B
  • 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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