A detailed history of Beaird Harris Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 292 shares of SCHW stock, worth $21,824. This represents 0.0% of its overall portfolio holdings.

Number of Shares
292
Previous 292 -0.0%
Holding current value
$21,824
Previous $21,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$61.89 - $72.38 $2,661 - $3,112
-43 Reduced 12.84%
292 $21,000
Q4 2023

Feb 27, 2024

BUY
$49.33 - $70.98 $2,861 - $4,116
58 Added 20.94%
335 $23,000
Q1 2023

Apr 24, 2023

BUY
$51.91 - $85.6 $14,379 - $23,711
277 New
277 $14,000
Q2 2022

Aug 12, 2022

SELL
$59.99 - $83.83 $5,939 - $8,299
-99 Closed
0 $0
Q1 2022

May 27, 2022

BUY
$75.69 - $95.53 $7,493 - $9,457
99 New
99 $8,000

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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