A detailed history of Boston Financial Mangement LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Boston Financial Mangement LLC holds 4,314 shares of SCHW stock, worth $320,573. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,314
Previous 4,338 0.55%
Holding current value
$320,573
Previous $319,000 12.54%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024

SELL
$61.74 - $76.08 $1,481 - $1,825
-24 Reduced 0.55%
4,314 $279,000
Q2 2024

Jul 29, 2024

BUY
$70.03 - $78.9 $1,680 - $1,893
24 Added 0.56%
4,338 $319,000
Q4 2023

Feb 12, 2024

SELL
$49.33 - $70.98 $200,279 - $288,178
-4,060 Reduced 48.48%
4,314 $296,000
Q3 2023

Nov 09, 2023

BUY
$54.2 - $67.94 $3,252 - $4,076
60 Added 0.72%
8,374 $459,000
Q2 2023

Aug 07, 2023

SELL
$47.37 - $57.14 $19,374 - $23,370
-409 Reduced 4.69%
8,314 $471,000
Q1 2023

May 12, 2023

SELL
$51.91 - $85.6 $11,212 - $18,489
-216 Reduced 2.42%
8,723 $456,000
Q4 2022

Jan 27, 2023

BUY
$67.43 - $83.26 $20,903 - $25,810
310 Added 3.59%
8,939 $0
Q3 2022

Nov 09, 2022

SELL
$21.16 - $74.92 $296 - $1,048
-14 Reduced 0.16%
8,629 $620,000
Q2 2022

Aug 08, 2022

BUY
$59.99 - $83.83 $9,238 - $12,909
154 Added 1.81%
8,643 $546,000
Q1 2022

May 13, 2022

BUY
$75.69 - $95.53 $32,925 - $41,555
435 Added 5.4%
8,489 $716,000
Q1 2021

May 07, 2021

SELL
$51.54 - $67.65 $43,809 - $57,502
-850 Reduced 9.55%
8,054 $525,000
Q1 2020

May 05, 2020

BUY
$28.43 - $49.0 $253,140 - $436,296
8,904 New
8,904 $299,000

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 $135B
  • 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
Track This Portfolio

Track Boston Financial Mangement LLC Portfolio

Follow Boston Financial Mangement LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Financial Mangement LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Financial Mangement LLC with notifications on news.