A detailed history of Bard Financial Services, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Bard Financial Services, Inc. holds 31,275 shares of SCHW stock, worth $2.34 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
31,275
Previous 24,025 30.18%
Holding current value
$2.34 Million
Previous $1.56 Million 30.12%
% of portfolio
0.24%
Previous 0.33%

Shares

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

Nov 20, 2024

BUY
$61.74 - $76.08 $447,615 - $551,580
7,250 Added 30.18%
31,275 $2.03 Million
Q3 2024

Oct 04, 2024

SELL
$61.74 - $76.08 $571,095 - $703,740
-9,250 Reduced 27.8%
24,025 $1.56 Million
Q1 2024

May 06, 2024

SELL
$61.89 - $72.38 $7,736 - $9,047
-125 Reduced 0.37%
33,275 $2.41 Million
Q4 2023

Feb 09, 2024

BUY
$49.33 - $70.98 $291,047 - $418,782
5,900 Added 21.45%
33,400 $2.3 Million
Q3 2023

Oct 16, 2023

BUY
$54.2 - $67.94 $163,955 - $205,518
3,025 Added 12.36%
27,500 $1.51 Million
Q2 2023

Jul 11, 2023

BUY
$47.37 - $57.14 $914,241 - $1.1 Million
19,300 Added 372.95%
24,475 $1.39 Million
Q1 2023

Apr 26, 2023

BUY
$51.91 - $85.6 $268,634 - $442,979
5,175 New
5,175 $271,000

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 $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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