A detailed history of Advisor Resource Council transactions in Schwab Charles Corp stock. As of the latest transaction made, Advisor Resource Council holds 4,821 shares of SCHW stock, worth $398,214. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,821
Holding current value
$398,214
% of portfolio
0.1%

Shares

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

Oct 31, 2024

BUY
$61.74 - $76.08 $297,648 - $366,781
4,821 New
4,821 $312,000
Q4 2023

Jan 12, 2024

BUY
$49.33 - $70.98 $354,633 - $510,275
7,189 New
7,189 $494,000
Q1 2023

Apr 25, 2023

BUY
$51.91 - $85.6 $1.34 Million - $2.21 Million
25,872 New
25,872 $1.36 Million
Q2 2022

Jul 27, 2022

BUY
$59.99 - $83.83 $331,024 - $462,573
5,518 New
5,518 $348,000
Q1 2022

Apr 20, 2022

SELL
$75.69 - $95.53 $391,090 - $493,603
-5,167 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$73.23 - $85.82 $378,379 - $443,431
5,167 New
5,167 $435,000
Q3 2021

Nov 16, 2021

SELL
$66.68 - $77.38 $313,529 - $363,840
-4,702 Closed
0 $0
Q2 2021

Aug 19, 2021

BUY
$63.69 - $76.01 $277,688 - $331,403
4,360 Added 1274.85%
4,702 $342,000
Q2 2021

Aug 13, 2021

BUY
$63.69 - $76.01 $21,781 - $25,995
342 New
342 $24,000

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 $150B
  • 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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