A detailed history of Atomi Financial Group, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 12,745 shares of SCHW stock, worth $1.04 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,745
Previous 13,118 2.84%
Holding current value
$1.04 Million
Previous $967 Million 14.55%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Oct 08, 2024

SELL
$61.74 - $76.08 $23,029 - $28,377
-373 Reduced 2.84%
12,745 $826 Million
Q2 2024

Jul 26, 2024

BUY
$70.03 - $78.9 $177,035 - $199,459
2,528 Added 23.87%
13,118 $967 Million
Q1 2024

May 07, 2024

BUY
$61.89 - $72.38 $72,473 - $84,756
1,171 Added 12.43%
10,590 $766 Million
Q4 2023

Feb 08, 2024

BUY
$49.33 - $70.98 $109,956 - $158,214
2,229 Added 31.0%
9,419 $648 Million
Q3 2023

Nov 09, 2023

BUY
$54.2 - $67.94 $389,698 - $488,488
7,190 New
7,190 $395 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 $149B
  • 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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