A detailed history of Albion Financial Group transactions in Schwab Charles Corp stock. As of the latest transaction made, Albion Financial Group holds 7,951 shares of SCHW stock, worth $590,838. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,951
Previous 7,951 -0.0%
Holding current value
$590,838
Previous $585,000 11.97%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

BUY
$61.89 - $72.38 $2,537 - $2,967
41 Added 0.52%
7,951 $575,000
Q3 2023

Nov 01, 2023

BUY
$54.2 - $67.94 $5,420 - $6,794
100 Added 1.28%
7,910 $434,000
Q3 2022

Oct 27, 2022

SELL
$21.16 - $74.92 $1,290 - $4,570
-61 Reduced 0.77%
7,810 $561,000
Q1 2022

May 09, 2022

SELL
$75.69 - $95.53 $4,617 - $5,827
-61 Reduced 0.77%
7,871 $664,000
Q4 2021

Feb 15, 2022

BUY
$73.23 - $85.82 $8,934 - $10,470
122 Added 1.56%
7,932 $667,000
Q2 2021

Aug 12, 2021

SELL
$63.69 - $76.01 $318,450 - $380,050
-5,000 Reduced 39.03%
7,810 $569,000
Q2 2017

Aug 15, 2017

BUY
N/A
12,810
12,810 $550,000

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 $135B
  • 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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