A detailed history of Ashton Thomas Private Wealth, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Ashton Thomas Private Wealth, LLC holds 30,198 shares of SCHW stock, worth $2.5 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
30,198
Previous 21,468 40.67%
Holding current value
$2.5 Million
Previous $1.58 Billion 23.71%
% of portfolio
0.1%
Previous 0.09%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$61.74 - $76.08 $538,990 - $664,178
8,730 Added 40.67%
30,198 $1.96 Billion
Q2 2024

Aug 06, 2024

SELL
$70.03 - $78.9 $459,816 - $518,057
-6,566 Reduced 23.42%
21,468 $1.58 Billion
Q1 2024

Apr 19, 2024

SELL
$61.89 - $72.38 $6,807 - $7,961
-110 Reduced 0.39%
28,034 $2.03 Billion
Q4 2023

Apr 19, 2024

SELL
$49.33 - $70.98 $167,722 - $241,332
-3,400 Reduced 10.78%
28,144 $1.94 Billion
Q3 2023

Apr 19, 2024

BUY
$54.2 - $67.94 $1.2 Million - $1.5 Million
22,118 Added 234.65%
31,544 $1.73 Billion
Q2 2023

Apr 22, 2024

SELL
$47.37 - $57.14 $116,577 - $140,621
-2,461 Reduced 7.66%
29,650 $1.68 Billion
Q1 2023

Apr 22, 2024

BUY
$51.91 - $85.6 $211,637 - $348,991
4,077 Added 14.54%
32,111 $1.68 Billion
Q4 2022

Apr 19, 2024

SELL
$67.43 - $83.26 $29,399 - $36,301
-436 Reduced 4.42%
9,426 $785 Million
Q3 2022

Apr 19, 2024

BUY
$21.16 - $74.92 $1,438 - $5,094
68 Added 0.69%
9,862 $709 Million
Q2 2022

Apr 19, 2024

SELL
$59.99 - $83.83 $363,239 - $507,590
-6,055 Reduced 38.2%
9,794 $619 Million
Q1 2022

Apr 19, 2024

BUY
$75.69 - $95.53 $624,215 - $787,835
8,247 Added 108.48%
15,849 $1.34 Billion
Q4 2021

Apr 19, 2024

BUY
$73.23 - $85.82 $28,632 - $33,555
391 Added 5.42%
7,602 $639 Million
Q3 2021

Apr 19, 2024

BUY
$66.68 - $77.38 $6,267 - $7,273
94 Added 1.32%
7,211 $525 Million
Q4 2020

Apr 19, 2024

BUY
$36.75 - $53.04 $42,924 - $61,950
1,168 Added 19.63%
7,117 $377 Million
Q3 2020

Apr 19, 2024

BUY
$33.02 - $36.28 $196,435 - $215,829
5,949 New
5,949 $216 Million
Q1 2020

Apr 19, 2024

SELL
$28.43 - $49.0 $163,529 - $281,848
-5,752 Closed
0 $0
Q4 2019

Apr 19, 2024

BUY
$35.1 - $51.07 $201,895 - $293,754
5,752 New
5,752 $274 Million

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 $150B
  • 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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