A detailed history of Bay Colony Advisory Group, Inc D transactions in Schwab Charles Corp stock. As of the latest transaction made, Bay Colony Advisory Group, Inc D holds 3,122 shares of SCHW stock, worth $233,650. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,122
Previous 3,124 0.06%
Holding current value
$233,650
Previous $230,000 12.17%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 24, 2024

SELL
$61.74 - $76.08 $123 - $152
-2 Reduced 0.06%
3,122 $202,000
Q2 2024

Jul 24, 2024

BUY
$70.03 - $78.9 $218,773 - $246,483
3,124 New
3,124 $230,000
Q4 2023

Jan 29, 2024

BUY
$49.33 - $70.98 $144,832 - $208,397
2,936 New
2,936 $201,000

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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