A detailed history of American Money Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, American Money Management, LLC holds 79,249 shares of SCHW stock, worth $6.39 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
79,249
Previous 81,794 3.11%
Holding current value
$6.39 Million
Previous $6.03 Million 14.78%
% of portfolio
1.04%
Previous 1.29%

Shares

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

Nov 12, 2024

SELL
$61.74 - $76.08 $157,128 - $193,623
-2,545 Reduced 3.11%
79,249 $5.14 Million
Q2 2024

Aug 13, 2024

SELL
$70.03 - $78.9 $145,662 - $164,112
-2,080 Reduced 2.48%
81,794 $6.03 Million
Q1 2024

May 09, 2024

BUY
$61.89 - $72.38 $194,334 - $227,273
3,140 Added 3.89%
83,874 $6.07 Million
Q4 2023

Feb 13, 2024

BUY
$49.33 - $70.98 $110,696 - $159,279
2,244 Added 2.86%
80,734 $5.55 Million
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $2.29 Million - $2.87 Million
42,298 Added 116.87%
78,490 $4.31 Million
Q2 2023

Aug 08, 2023

BUY
$47.37 - $57.14 $1.44 Million - $1.74 Million
30,428 Added 527.9%
36,192 $2.05 Million
Q1 2023

May 09, 2023

BUY
$51.91 - $85.6 $22,580 - $37,236
435 Added 8.16%
5,764 $301,000
Q3 2022

Nov 10, 2022

BUY
$21.16 - $74.92 $2,221 - $7,866
105 Added 2.01%
5,329 $383,000
Q2 2022

Aug 02, 2022

SELL
$59.99 - $83.83 $13,797 - $19,280
-230 Reduced 4.22%
5,224 $330,000
Q1 2022

May 12, 2022

SELL
$75.69 - $95.53 $81,669 - $103,076
-1,079 Reduced 16.52%
5,454 $460,000
Q4 2021

Feb 11, 2022

BUY
$73.23 - $85.82 $49,942 - $58,529
682 Added 11.66%
6,533 $549,000
Q3 2021

Nov 12, 2021

SELL
$66.68 - $77.38 $16,536 - $19,190
-248 Reduced 4.07%
5,851 $426,000
Q2 2021

Aug 10, 2021

SELL
$63.69 - $76.01 $98,337 - $117,359
-1,544 Reduced 20.2%
6,099 $444,000
Q1 2021

May 12, 2021

SELL
$51.54 - $67.65 $1,494 - $1,961
-29 Reduced 0.38%
7,643 $498,000
Q4 2020

Feb 10, 2021

SELL
$36.75 - $53.04 $2.77 Million - $4 Million
-75,391 Reduced 90.76%
7,672 $407,000
Q3 2020

Nov 12, 2020

SELL
$33.02 - $36.28 $188,346 - $206,941
-5,704 Reduced 6.43%
83,063 $3.01 Million
Q2 2020

Aug 13, 2020

BUY
$31.75 - $42.82 $331,501 - $447,083
10,441 Added 13.33%
88,767 $3 Million
Q1 2020

May 13, 2020

SELL
$28.43 - $49.0 $82,475 - $142,149
-2,901 Reduced 3.57%
78,326 $2.63 Million
Q4 2019

Feb 12, 2020

SELL
$35.1 - $51.07 $45,594 - $66,339
-1,299 Reduced 1.57%
81,227 $3.86 Million
Q3 2019

Nov 14, 2019

BUY
$36.12 - $44.28 $78,163 - $95,821
2,164 Added 2.69%
82,526 $3.45 Million
Q2 2019

Aug 12, 2019

BUY
$39.15 - $46.26 $172,534 - $203,867
4,407 Added 5.8%
80,362 $3.23 Million
Q1 2019

May 08, 2019

BUY
$40.72 - $47.98 $427,885 - $504,173
10,508 Added 16.06%
75,955 $3.25 Million
Q4 2018

Feb 12, 2019

BUY
$38.25 - $52.17 $131,235 - $178,995
3,431 Added 5.53%
65,447 $2.72 Million
Q3 2018

Nov 14, 2018

BUY
$49.15 - $54.22 $582,574 - $642,669
11,853 Added 23.63%
62,016 $3.05 Million
Q2 2018

Aug 10, 2018

BUY
$50.11 - $59.59 $2.51 Million - $2.99 Million
50,163 New
50,163 $0

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 $147B
  • 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
Track This Portfolio

Track American Money Management, LLC Portfolio

Follow American Money Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of American Money Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on American Money Management, LLC with notifications on news.