Ancora Advisors, LLC Schwab Charles Corp Transaction History

Ancora Advisors, LLC

  • $3.98 Billion
  • Q1 2024

A detailed history of Ancora Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Ancora Advisors, LLC holds 40,998 shares of SCHW stock, worth $3.02 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
40,998
Previous 41,037 0.1%
Holding current value
$3.02 Million
Previous $2.82 Million 5.03%
% of portfolio
0.07%
Previous 0.07%

Shares

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

May 15, 2024
SELL
$61.89 - $72.38 $2,413 - $2,822
-39 Reduced 0.1%
40,998 $2.97 Million
Q4 2023

Feb 14, 2024
BUY
$49.33 - $70.98 $73,995 - $106,470
1,500 Added 3.79%
41,037 $2.82 Million
Q3 2023

Nov 14, 2023
SELL
$54.2 - $67.94 $4,769 - $5,978
-88 Reduced 0.22%
39,537 $2.17 Million
Q2 2023

Aug 14, 2023
SELL
$47.37 - $57.14 $328,842 - $396,665
-6,942 Reduced 14.91%
39,625 $2.25 Million
Q1 2023

May 15, 2023
BUY
$51.91 - $85.6 $846,755 - $1.4 Million
16,312 Added 53.92%
46,567 $2.44 Million
Q4 2022

Feb 14, 2023
SELL
$67.43 - $83.26 $31,894 - $39,381
-473 Reduced 1.54%
30,255 $2.52 Million
Q3 2022

Nov 14, 2022
BUY
$21.16 - $74.92 $12,442 - $44,052
588 Added 1.95%
30,728 $2.21 Million
Q2 2022

Aug 15, 2022
SELL
$59.99 - $83.83 $469,961 - $656,724
-7,834 Reduced 20.63%
30,140 $1.9 Million
Q1 2022

May 16, 2022
SELL
$75.69 - $95.53 $2.33 Million - $2.94 Million
-30,768 Reduced 44.76%
37,974 $3.2 Million
Q1 2022

May 13, 2022
BUY
$75.69 - $95.53 $2.17 Million - $2.74 Million
28,650 Added 71.46%
68,742 $4.48 Million
Q4 2021

Feb 14, 2022
SELL
$73.23 - $85.82 $146,899 - $172,154
-2,006 Reduced 4.77%
40,092 $3.37 Million
Q3 2021

Nov 15, 2021
SELL
$66.68 - $77.38 $694,738 - $806,222
-10,419 Reduced 19.84%
42,098 $3.07 Million
Q2 2021

Aug 13, 2021
SELL
$63.69 - $76.01 $1.03 Million - $1.23 Million
-16,225 Reduced 23.6%
52,517 $3.82 Million
Q1 2021

May 14, 2021
SELL
$51.54 - $67.65 $976,167 - $1.28 Million
-18,940 Reduced 21.6%
68,742 $4.48 Million
Q4 2020

Feb 12, 2021
BUY
$36.75 - $53.04 $234,942 - $339,084
6,393 Added 7.86%
87,682 $4.65 Million
Q3 2020

Nov 13, 2020
BUY
$33.02 - $36.28 $250,489 - $275,220
7,586 Added 10.29%
81,289 $2.95 Million
Q2 2020

Aug 14, 2020
SELL
$31.75 - $42.82 $3,270 - $4,410
-103 Reduced 0.14%
73,703 $2.49 Million
Q1 2020

May 14, 2020
BUY
$28.43 - $49.0 $106,271 - $183,162
3,738 Added 5.33%
73,806 $2.48 Million
Q4 2019

Feb 14, 2020
BUY
$35.1 - $51.07 $333,099 - $484,654
9,490 Added 15.67%
70,068 $3.33 Million
Q3 2019

Nov 14, 2019
BUY
$36.12 - $44.28 $501,056 - $614,252
13,872 Added 29.7%
60,578 $2.53 Million
Q2 2019

Aug 12, 2019
SELL
$39.15 - $46.26 $25,917 - $30,624
-662 Reduced 1.4%
46,706 $1.88 Million
Q1 2019

May 15, 2019
BUY
$40.72 - $47.98 $28,789 - $33,921
707 Added 1.52%
47,368 $2.03 Million
Q4 2018

Feb 15, 2019
BUY
$38.25 - $52.17 $326,693 - $445,583
8,541 Added 22.41%
46,661 $1.94 Million
Q3 2018

Nov 13, 2018
BUY
$49.15 - $54.22 $27,622 - $30,471
562 Added 1.5%
38,120 $1.87 Million
Q2 2018

Aug 10, 2018
SELL
$50.11 - $59.59 $130,686 - $155,410
-2,608 Reduced 6.49%
37,558 $1.92 Million
Q1 2018

May 15, 2018
BUY
$48.9 - $57.76 $103,374 - $122,104
2,114 Added 5.56%
40,166 $2.1 Million
Q4 2017

Feb 14, 2018
BUY
$43.27 - $52.28 $322,361 - $389,486
7,450 Added 24.34%
38,052 $1.96 Million
Q3 2017

Nov 14, 2017
BUY
$38.11 - $44.04 $1.17 Million - $1.35 Million
30,602
30,602 $1.34 Million

Others Institutions Holding SCHW

# of Institutions
2,074
Shares Held
1.49B
Call Options Held
18.1M
Put Options Held
27.5M
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 $134B
  • 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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