A detailed history of Aberdeen Wealth Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Aberdeen Wealth Management LLC holds 4,244 shares of SCHW stock, worth $317,196. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,244
Previous 3,818 11.16%
Holding current value
$317,196
Previous $281,000 2.14%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Nov 08, 2024

BUY
$61.74 - $76.08 $26,301 - $32,410
426 Added 11.16%
4,244 $275,000
Q2 2024

Aug 02, 2024

SELL
$70.03 - $78.9 $104,974 - $118,271
-1,499 Reduced 28.19%
3,818 $281,000
Q1 2024

May 14, 2024

SELL
$61.89 - $72.38 $9,159 - $10,712
-148 Reduced 2.71%
5,317 $384,000
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $49 - $70
1 Added 0.02%
5,465 $375,000
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $108 - $135
2 Added 0.04%
5,464 $299,000
Q2 2023

Aug 03, 2023

BUY
$47.37 - $57.14 $2,415 - $2,914
51 Added 0.94%
5,462 $309,000
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $51 - $85
1 Added 0.02%
5,411 $283,000
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $67 - $83
1 Added 0.02%
5,410 $450,000
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $21 - $74
1 Added 0.02%
5,409 $389,000
Q2 2022

Aug 10, 2022

BUY
$59.99 - $83.83 $59 - $83
1 Added 0.02%
5,408 $342,000
Q1 2022

May 12, 2022

BUY
$75.69 - $95.53 $13,321 - $16,813
176 Added 3.36%
5,407 $456,000
Q4 2021

Feb 14, 2022

BUY
$73.23 - $85.82 $18,380 - $21,540
251 Added 5.04%
5,231 $440,000
Q3 2021

Nov 15, 2021

SELL
$66.68 - $77.38 $6,668 - $7,738
-100 Reduced 1.97%
4,980 $363,000
Q2 2021

Jul 23, 2021

BUY
$63.69 - $76.01 $63 - $76
1 Added 0.02%
5,080 $370,000
Q1 2021

May 13, 2021

SELL
$51.54 - $67.65 $7,627 - $10,012
-148 Reduced 2.83%
5,079 $331,000
Q4 2020

Feb 10, 2021

BUY
$36.75 - $53.04 $192,092 - $277,240
5,227 New
5,227 $277,000
Q1 2020

May 08, 2020

SELL
$28.43 - $49.0 $137,544 - $237,062
-4,838 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$35.1 - $51.07 $169,813 - $247,076
4,838 New
4,838 $230,000

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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