A detailed history of Lazari Capital Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Lazari Capital Management, Inc. holds 8,840 shares of SCHW stock, worth $722,846. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,840
Previous 9,201 3.92%
Holding current value
$722,846
Previous $678 Million 15.5%
% of portfolio
0.25%
Previous 0.31%

Shares

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

Oct 22, 2024

SELL
$61.74 - $76.08 $22,288 - $27,464
-361 Reduced 3.92%
8,840 $573 Million
Q2 2024

Sep 09, 2024

SELL
$70.03 - $78.9 $23,109 - $26,037
-330 Reduced 3.46%
9,201 $678 Million
Q1 2024

Jun 24, 2024

BUY
$61.89 - $72.38 $247 - $289
4 Added 0.04%
9,531 $689 Million
Q4 2023

Feb 27, 2024

BUY
$49.33 - $70.98 $50,020 - $71,973
1,014 Added 11.91%
9,527 $655 Million
Q3 2023

Nov 07, 2023

BUY
$54.2 - $67.94 $185,851 - $232,966
3,429 Added 67.45%
8,513 $467 Million
Q2 2023

Jul 20, 2023

BUY
$47.37 - $57.14 $240,829 - $290,499
5,084 New
5,084 $288 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 $149B
  • 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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