A detailed history of Avalon Trust CO transactions in Schwab Charles Corp stock. As of the latest transaction made, Avalon Trust CO holds 10,000 shares of SCHW stock, worth $750,500. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,000
Previous 14,000 28.57%
Holding current value
$750,500
Previous $1.03 Billion 37.18%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Nov 13, 2024

SELL
$61.74 - $76.08 $246,960 - $304,320
-4,000 Reduced 28.57%
10,000 $648 Million
Q3 2023

Nov 13, 2023

SELL
$54.2 - $67.94 $162,600 - $203,820
-3,000 Reduced 17.65%
14,000 $769 Million
Q2 2023

Aug 09, 2023

SELL
$47.37 - $57.14 $8,526 - $10,285
-180 Reduced 1.05%
17,000 $964 Million
Q1 2023

May 11, 2023

BUY
$51.91 - $85.6 $891,813 - $1.47 Million
17,180 New
17,180 $900 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 $136B
  • 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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