A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 4,803 shares of SCHW stock, worth $372,520. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,803
Holding current value
$372,520
% of portfolio
0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

BUY
$63.31 - $82.85 $304,077 - $397,928
4,803 New
4,803 $355 Million
Q4 2023

Jan 25, 2024

BUY
$49.33 - $70.98 $226,030 - $325,230
4,582 New
4,582 $315 Million
Q4 2023

Jan 19, 2024

SELL
$49.33 - $70.98 $220,899 - $317,848
-4,478 Closed
0 $315 Million
Q4 2023

Jan 08, 2024

SELL
$49.33 - $70.98 $23,925 - $34,425
-485 Reduced 9.77%
4,478 $246 Million
Q3 2023

Oct 17, 2023

BUY
$54.2 - $67.94 $596 - $747
11 Added 0.22%
4,963 $273 Million
Q2 2023

Jul 10, 2023

BUY
$47.37 - $57.14 $234,576 - $282,957
4,952 New
4,952 $281 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 $141B
  • 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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