A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Schwab Charles Corp stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 137 shares of SCHW stock, worth $10,239. This represents 0.0% of its overall portfolio holdings.

Number of Shares
137
Previous 33 315.15%
Holding current value
$10,239
Previous $2.13 Million 316.2%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$61.74 - $76.08 $6,420 - $7,912
104 Added 315.15%
137 $8.86 Million
Q2 2024

Aug 29, 2024

SELL
$70.03 - $78.9 $7,143 - $8,047
-102 Reduced 75.56%
33 $2.13 Million
Q4 2023

Feb 13, 2024

SELL
$49.33 - $70.98 $561,918 - $808,533
-11,391 Reduced 98.83%
135 $9.3 Million
Q3 2023

Nov 14, 2023

BUY
$54.2 - $67.94 $613,760 - $769,352
11,324 Added 5605.94%
11,526 $702 Million
Q2 2023

Aug 15, 2023

SELL
$47.37 - $57.14 $1,468 - $1,771
-31 Reduced 13.3%
202 $10.6 Million
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $12,095 - $19,944
233 New
233 $12.2 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 $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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