A detailed history of Asb Consultores, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Asb Consultores, LLC holds 6,709 shares of SCHW stock, worth $424,746. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,709
Previous 13,698 51.02%
Holding current value
$424,746
Previous $990,000 50.1%
% of portfolio
0.18%
Previous 0.26%

Shares

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

Aug 12, 2024

SELL
$70.03 - $78.9 $489,439 - $551,432
-6,989 Reduced 51.02%
6,709 $494,000
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $847,769 - $991,461
13,698 New
13,698 $990,000
Q4 2022

Feb 13, 2023

SELL
$67.43 - $83.26 $58,664 - $72,436
-870 Reduced 15.19%
4,859 $404,000
Q3 2022

Jan 11, 2023

BUY
$21.16 - $74.92 $39,442 - $139,650
1,864 Added 48.23%
5,729 $412,000
Q2 2022

Jan 11, 2023

SELL
$59.99 - $83.83 $241,159 - $336,996
-4,020 Reduced 50.98%
3,865 $244,000
Q1 2022

Jan 11, 2023

BUY
$75.69 - $95.53 $596,815 - $753,254
7,885 New
7,885 $665,000
Q4 2021

Jan 11, 2023

BUY
$73.23 - $85.82 $73,522 - $86,163
1,004 Added 17.52%
6,733 $566,000

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 $115B
  • 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 Asb Consultores, LLC Portfolio

Follow Asb Consultores, 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 Asb Consultores, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asb Consultores, LLC with notifications on news.