A detailed history of Atlas Private Wealth Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Atlas Private Wealth Management holds 6,625 shares of SCHW stock, worth $538,347. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,625
Previous 5,999 10.44%
Holding current value
$538,347
Previous $412,000 16.26%
% of portfolio
0.21%
Previous 0.2%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$61.89 - $72.38 $38,743 - $45,309
626 Added 10.44%
6,625 $479,000
Q4 2023

Jan 19, 2024

BUY
$49.33 - $70.98 $5,524 - $7,949
112 Added 1.9%
5,999 $412,000
Q3 2023

Oct 23, 2023

BUY
$54.2 - $67.94 $28,617 - $35,872
528 Added 9.85%
5,887 $323,000
Q2 2023

Jul 13, 2023

BUY
$47.37 - $57.14 $10,895 - $13,142
230 Added 4.48%
5,359 $303,000
Q1 2023

Apr 26, 2023

BUY
$51.91 - $85.6 $43,500 - $71,732
838 Added 19.53%
5,129 $268,000
Q4 2022

Jan 18, 2023

BUY
$67.43 - $83.26 $31,152 - $38,466
462 Added 12.07%
4,291 $0
Q3 2022

Oct 26, 2022

BUY
$21.16 - $74.92 $3,195 - $11,312
151 Added 4.11%
3,829 $275,000
Q2 2022

Jul 19, 2022

BUY
$59.99 - $83.83 $539 - $754
9 Added 0.25%
3,678 $232,000
Q1 2022

Apr 25, 2022

SELL
$75.69 - $95.53 $4,692 - $5,922
-62 Reduced 1.66%
3,669 $309,000
Q4 2021

Feb 07, 2022

SELL
$73.23 - $85.82 $81,797 - $95,860
-1,117 Reduced 23.04%
3,731 $314,000
Q3 2021

Oct 25, 2021

BUY
$66.68 - $77.38 $33,740 - $39,154
506 Added 11.65%
4,848 $353,000
Q2 2021

Aug 05, 2021

BUY
$63.69 - $76.01 $23,310 - $27,819
366 Added 9.21%
4,342 $316,000
Q1 2021

Apr 26, 2021

BUY
$51.54 - $67.65 $28,192 - $37,004
547 Added 15.95%
3,976 $259,000
Q4 2020

Jan 27, 2021

BUY
$36.75 - $53.04 $17,934 - $25,883
488 Added 16.59%
3,429 $182,000
Q3 2020

Nov 05, 2020

BUY
$33.02 - $36.28 $97,111 - $106,699
2,941 New
2,941 $107,000
Q2 2020

Aug 04, 2020

SELL
$31.75 - $42.82 $1,587 - $2,141
-50 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$35.1 - $51.07 $1,755 - $2,553
50 New
50 $2,000

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 $148B
  • 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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