A detailed history of Boyar Asset Management Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Boyar Asset Management Inc. holds 3,950 shares of SCHW stock, worth $294,788. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,950
Previous 5,548 28.8%
Holding current value
$294,788
Previous $381,000 25.2%
% of portfolio
0.19%
Previous 0.29%

Shares

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

May 06, 2024

SELL
$61.89 - $72.38 $98,900 - $115,663
-1,598 Reduced 28.8%
3,950 $285,000
Q4 2023

Feb 14, 2024

SELL
$49.33 - $70.98 $19,090 - $27,469
-387 Reduced 6.52%
5,548 $381,000
Q1 2023

Apr 27, 2023

BUY
$51.91 - $85.6 $134,187 - $221,275
2,585 Added 77.16%
5,935 $310,000
Q1 2022

Apr 27, 2022

SELL
$75.69 - $95.53 $15,138 - $19,106
-200 Reduced 5.63%
3,350 $282,000
Q4 2021

Feb 10, 2022

BUY
$73.23 - $85.82 $14,646 - $17,164
200 Added 5.97%
3,550 $299,000
Q1 2021

May 04, 2021

BUY
$51.54 - $67.65 $172,659 - $226,627
3,350 New
3,350 $218,000

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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