Ancora Advisors, LLC Schwab Charles Corp Transaction History

Ancora Advisors, LLC

$4.06 Billion
Q3 2024

A detailed history of Ancora Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Ancora Advisors, LLC holds 31,036 shares of SCHW stock, worth $2.33 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

31,036

Previous 33,499 7.35%

Holding current value

$2.33 Million

Previous $2.47 Million 18.52%

% of portfolio

0.05%

Previous 0.07%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$61.74 - $76.08 $152,065 - $187,385	-2,463 Reduced 7.35%	31,036 $2.01 Million
Q2 2024 Aug 14, 2024	SELL	$70.03 - $78.9 $525,154 - $591,671	-7,499 Reduced 18.29%	33,499 $2.47 Million
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

2,081

Shares Held

1.44B

Call Options Held

16.9M

Put Options Held

22.3M

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $136B
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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Ancora Advisors, LLC Schwab Charles Corp Transaction History