A detailed history of Angeles Investment Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Angeles Investment Advisors, LLC holds 7,230 shares of SCHW stock, worth $534,803. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,230
Previous 7,230 -0.0%
Holding current value
$534,803
Previous $532,000 12.03%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$70.03 - $78.9 $67,368 - $75,901
-962 Reduced 11.74%
7,230 $532,000
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $19,062 - $22,293
308 Added 3.91%
8,192 $592,000
Q4 2023

Feb 13, 2024

BUY
$49.33 - $70.98 $16,426 - $23,636
333 Added 4.41%
7,884 $542,000
Q3 2023

Nov 09, 2023

SELL
$54.2 - $67.94 $3,631 - $4,551
-67 Reduced 0.88%
7,551 $414,000
Q2 2023

Aug 10, 2023

SELL
$47.37 - $57.14 $41,259 - $49,768
-871 Reduced 10.26%
7,618 $431,000
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $120,327 - $198,420
2,318 Added 37.56%
8,489 $444,000
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $416,110 - $513,797
6,171 New
6,171 $513,000
Q1 2022

May 16, 2022

SELL
$75.69 - $95.53 $77,279 - $97,536
-1,021 Reduced 14.61%
5,965 $503,000
Q4 2021

Feb 14, 2022

BUY
$73.23 - $85.82 $68,836 - $80,670
940 Added 15.55%
6,986 $588,000
Q3 2021

Nov 15, 2021

BUY
$66.68 - $77.38 $403,147 - $467,839
6,046 New
6,046 $440,000

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 $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
Track This Portfolio

Track Angeles Investment Advisors, LLC Portfolio

Follow Angeles Investment Advisors, 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 Angeles Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Angeles Investment Advisors, LLC with notifications on news.