A detailed history of Beacon Capital Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Beacon Capital Management, LLC holds 318 shares of SCHW stock, worth $25,579. This represents 0.0% of its overall portfolio holdings.

Number of Shares
318
Previous 338 5.92%
Holding current value
$25,579
Previous $21,000 9.52%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 30, 2025

SELL
$63.31 - $82.85 $1,266 - $1,657
-20 Reduced 5.92%
318 $23,000
Q3 2024

Nov 07, 2024

BUY
$61.74 - $76.08 $4,753 - $5,858
77 Added 29.5%
338 $21,000
Q2 2024

Jul 24, 2024

SELL
$70.03 - $78.9 $11,134 - $12,545
-159 Reduced 37.86%
261 $19,000
Q1 2024

May 16, 2024

SELL
$61.89 - $72.38 $14,110 - $16,502
-228 Reduced 35.19%
420 $30,000
Q4 2023

Jan 09, 2024

BUY
$49.33 - $70.98 $49 - $70
1 Added 0.15%
648 $44,000
Q2 2023

Jul 12, 2023

BUY
$47.37 - $57.14 $8,384 - $10,113
177 Added 37.66%
647 $36,000
Q1 2023

Apr 20, 2023

BUY
$51.91 - $85.6 $24,397 - $40,232
470 New
470 $24,000

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 $146B
  • 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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