A detailed history of Berger Financial Group, Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Berger Financial Group, Inc holds 3,959 shares of SCHW stock, worth $286,077. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,959
Previous 3,940 0.48%
Holding current value
$286,077
Previous $290,000 11.72%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $1,173 - $1,445
19 Added 0.48%
3,959 $256,000
Q2 2024

Aug 14, 2024

SELL
$70.03 - $78.9 $47,130 - $53,099
-673 Reduced 14.59%
3,940 $290,000
Q1 2024

Apr 16, 2024

SELL
$61.89 - $72.38 $18,752 - $21,931
-303 Reduced 6.16%
4,613 $333,000
Q4 2023

Feb 07, 2024

BUY
$49.33 - $70.98 $20,077 - $28,888
407 Added 9.03%
4,916 $338,000
Q3 2023

Nov 03, 2023

SELL
$54.2 - $67.94 $22,655 - $28,398
-418 Reduced 8.48%
4,509 $247,000
Q2 2023

Aug 10, 2023

BUY
$47.37 - $57.14 $19,658 - $23,713
415 Added 9.2%
4,927 $279,000
Q1 2023

Apr 24, 2023

BUY
$51.91 - $85.6 $234,217 - $386,227
4,512 New
4,512 $236,000
Q2 2022

Aug 08, 2022

SELL
$59.99 - $83.83 $169,891 - $237,406
-2,832 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$75.69 - $95.53 $32,471 - $40,982
429 Added 17.85%
2,832 $239,000
Q4 2021

Jan 26, 2022

BUY
$73.23 - $85.82 $175,971 - $206,225
2,403 New
2,403 $202,000

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 $131B
  • 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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