A detailed history of Boothbay Fund Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Boothbay Fund Management, LLC holds 8,909 shares of SCHW stock, worth $668,620. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,909
Previous 5,170 72.32%
Holding current value
$668,620
Previous $380,000 51.84%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$61.74 - $76.08 $230,845 - $284,463
3,739 Added 72.32%
8,909 $577,000
Q2 2024

Aug 14, 2024

BUY
$70.03 - $78.9 $362,055 - $407,913
5,170 New
5,170 $380,000
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $2.49 Million - $3.01 Million
52,605 Added 413.11%
65,339 $3.7 Million
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $661,021 - $1.09 Million
12,734 New
12,734 $667,000
Q2 2022

Aug 15, 2022

BUY
$59.99 - $83.83 $577,523 - $807,031
9,627 New
9,627 $608,000
Q4 2020

Feb 12, 2021

SELL
$36.75 - $53.04 $288,046 - $415,727
-7,838 Closed
0 $0
Q3 2020

Nov 16, 2020

SELL
$33.02 - $36.28 $143,835 - $158,035
-4,356 Reduced 35.72%
7,838 $284,000
Q2 2020

Aug 14, 2020

BUY
$31.75 - $42.82 $387,159 - $522,147
12,194 New
12,194 $411,000
Q1 2020

May 15, 2020

SELL
$28.43 - $49.0 $213,765 - $368,431
-7,519 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$35.1 - $51.07 $263,916 - $383,995
7,519 New
7,519 $358,000
Q1 2019

May 15, 2019

SELL
$40.72 - $47.98 $218,381 - $257,316
-5,363 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$38.25 - $52.17 $205,134 - $279,787
5,363 New
5,363 $223,000
Q3 2018

Nov 14, 2018

SELL
$49.15 - $54.22 $241,965 - $266,925
-4,923 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
$50.11 - $59.59 $246,691 - $293,361
4,923 New
4,923 $252,000

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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