A detailed history of Argi Investment Services, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Argi Investment Services, LLC holds 12,313 shares of SCHW stock, worth $901,311. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,313
Previous 13,154 6.39%
Holding current value
$901,311
Previous $945,000 8.47%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 02, 2023

SELL
$67.43 - $83.26 $56,708 - $70,021
-841 Reduced 6.39%
12,313 $1.03 Million
Q3 2022

Oct 20, 2022

BUY
$21.16 - $74.92 $16,949 - $60,010
801 Added 6.48%
13,154 $945,000
Q2 2022

Jul 26, 2022

BUY
$59.99 - $83.83 $22,676 - $31,687
378 Added 3.16%
12,353 $780,000
Q1 2022

Apr 27, 2022

BUY
$75.69 - $95.53 $143,886 - $181,602
1,901 Added 18.87%
11,975 $1.01 Million
Q4 2021

Jan 28, 2022

BUY
$73.23 - $85.82 $80,113 - $93,887
1,094 Added 12.18%
10,074 $847,000
Q3 2021

Nov 10, 2021

BUY
$66.68 - $77.38 $96,952 - $112,510
1,454 Added 19.32%
8,980 $654,000
Q2 2021

Aug 03, 2021

BUY
$63.69 - $76.01 $64,326 - $76,770
1,010 Added 15.5%
7,526 $548,000
Q1 2021

May 06, 2021

BUY
$51.54 - $67.65 $335,834 - $440,807
6,516 New
6,516 $425,000

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 $133B
  • 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 Argi Investment Services, LLC Portfolio

Follow Argi Investment Services, 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 Argi Investment Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Argi Investment Services, LLC with notifications on news.