Acropolis Investment Management, LLC Schwab Charles Corp Transaction History

Acropolis Investment Management, LLC

  • $1.67 Billion
  • Q4 2024

A detailed history of Acropolis Investment Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Acropolis Investment Management, LLC holds 1,781 shares of SCHW stock, worth $143,085. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,781
Previous 1,781 -0.0%
Holding current value
$143,085
Previous $115,000 13.91%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$61.74 - $76.08 $123 - $152
-2 Reduced 0.11%
1,781 $115,000
Q2 2024

Jul 16, 2024
SELL
$70.03 - $78.9 $9,384 - $10,572
-134 Reduced 6.99%
1,783 $131,000
Q4 2023

Jan 16, 2024
BUY
$49.33 - $70.98 $98 - $141
2 Added 0.1%
1,917 $131,000
Q3 2023

Oct 11, 2023
SELL
$54.2 - $67.94 $17,018 - $21,333
-314 Reduced 14.09%
1,915 $105,000
Q2 2023

Jul 13, 2023
SELL
$47.37 - $57.14 $37,943 - $45,769
-801 Reduced 26.44%
2,229 $126,000
Q1 2023

Apr 11, 2023
BUY
$51.91 - $85.6 $3,633 - $5,992
70 Added 2.36%
3,030 $158,000
Q4 2022

Jan 11, 2023
BUY
$67.43 - $83.26 $1,550 - $1,914
23 Added 0.78%
2,960 $0
Q2 2022

Jul 15, 2022
SELL
$59.99 - $83.83 $3,239 - $4,526
-54 Reduced 1.81%
2,937 $186,000
Q1 2022

Apr 08, 2022
BUY
$75.69 - $95.53 $26,794 - $33,817
354 Added 13.42%
2,991 $252,000
Q3 2021

Oct 12, 2021
BUY
$66.68 - $77.38 $19,337 - $22,440
290 Added 12.36%
2,637 $189,000
Q4 2020

Jan 13, 2021
BUY
$36.75 - $53.04 $86,252 - $124,484
2,347 New
2,347 $124,000
Q1 2020

Apr 10, 2020
SELL
$28.43 - $49.0 $63,882 - $110,103
-2,247 Closed
0 $0
Q4 2019

Jan 14, 2020
BUY
$35.1 - $51.07 $78,869 - $114,754
2,247 New
2,247 $107,000
Q4 2018

Jan 10, 2019
SELL
$38.25 - $52.17 $93,215 - $127,138
-2,437 Closed
0 $0
Q3 2018

Oct 03, 2018
BUY
$49.15 - $54.22 $9,338 - $10,301
190 Added 8.46%
2,437 $120,000
Q2 2018

Jul 12, 2018
BUY
$50.11 - $59.59 $112,597 - $133,898
2,247 New
2,247 $115,000

Others Institutions Holding SCHW

# of Institutions
2,216
Shares Held
1.48B
Call Options Held
17.4M
Put Options Held
27.2M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $146B
  • 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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