A detailed history of Black Diamond Wealth Management Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 3,886 shares of SCHW stock, worth $276,294. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,886
Previous 3,691 5.28%
Holding current value
$276,294
Previous $267,000 7.12%
% of portfolio
0.21%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$70.03 - $78.9 $13,655 - $15,385
195 Added 5.28%
3,886 $286,000
Q1 2024

May 13, 2024

SELL
$61.89 - $72.38 $31,502 - $36,841
-509 Reduced 12.12%
3,691 $267,000
Q4 2023

Feb 09, 2024

SELL
$49.33 - $70.98 $7,596 - $10,930
-154 Reduced 3.54%
4,200 $288,000
Q3 2023

Nov 01, 2023

SELL
$54.2 - $67.94 $2,601 - $3,261
-48 Reduced 1.09%
4,354 $239,000
Q2 2023

Jul 31, 2023

BUY
$47.37 - $57.14 $208,522 - $251,530
4,402 New
4,402 $249,000

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 $129B
  • 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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