Bragg Financial Advisors, Inc Schwab Charles Corp Transaction History

Bragg Financial Advisors, Inc

  • $2.4 Billion
  • Q3 2024

A detailed history of Bragg Financial Advisors, Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 6,821 shares of SCHW stock, worth $563,414. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,821
Previous 8,776 22.28%
Holding current value
$563,414
Previous $646,000 31.58%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2024
SELL
$61.74 - $76.08 $120,701 - $148,736
-1,955 Reduced 22.28%
6,821 $442,000
Q2 2024

Aug 15, 2024
BUY
$70.03 - $78.9 $135,858 - $153,066
1,940 Added 28.38%
8,776 $646,000
Q4 2023

Feb 14, 2024
SELL
$49.33 - $70.98 $1,973 - $2,839
-40 Reduced 0.58%
6,836 $470,000
Q3 2023

Nov 14, 2023
SELL
$54.2 - $67.94 $25,040 - $31,388
-462 Reduced 6.3%
6,876 $377,000
Q1 2023

May 15, 2023
SELL
$51.91 - $85.6 $1,713 - $2,824
-33 Reduced 0.45%
7,338 $384,000
Q3 2022

Nov 14, 2022
SELL
$21.16 - $74.92 $7,152 - $25,322
-338 Reduced 4.38%
7,371 $530,000
Q1 2022

May 11, 2022
BUY
$75.69 - $95.53 $4,162 - $5,254
55 Added 0.72%
7,709 $650,000
Q3 2021

Nov 15, 2021
BUY
$66.68 - $77.38 $2,200 - $2,553
33 Added 0.43%
7,654 $558,000
Q2 2021

Aug 16, 2021
SELL
$63.69 - $76.01 $3,502 - $4,180
-55 Reduced 0.72%
7,621 $555,000
Q1 2021

May 14, 2021
BUY
$51.54 - $67.65 $1,288 - $1,691
25 Added 0.33%
7,676 $500,000
Q4 2020

Feb 11, 2021
SELL
$36.75 - $53.04 $3,675 - $5,304
-100 Reduced 1.29%
7,651 $406,000
Q3 2020

Nov 13, 2020
SELL
$33.02 - $36.28 $13,208 - $14,512
-400 Reduced 4.91%
7,751 $281,000
Q2 2020

Aug 14, 2020
SELL
$31.75 - $42.82 $25,400 - $34,256
-800 Reduced 8.94%
8,151 $275,000
Q1 2020

May 15, 2020
SELL
$28.43 - $49.0 $1,421 - $2,450
-50 Reduced 0.56%
8,951 $301,000
Q3 2019

Nov 14, 2019
SELL
$36.12 - $44.28 $3,323 - $4,073
-92 Reduced 1.01%
9,001 $377,000
Q4 2018

Feb 14, 2019
BUY
$38.25 - $52.17 $3,901 - $5,321
102 Added 1.13%
9,093 $378,000
Q3 2018

Nov 14, 2018
BUY
$49.15 - $54.22 $3,293 - $3,632
67 Added 0.75%
8,991 $442,000
Q2 2018

Aug 14, 2018
BUY
$50.11 - $59.59 $66,997 - $79,671
1,337 Added 17.62%
8,924 $456,000
Q1 2018

May 14, 2018
SELL
$48.9 - $57.76 $26,552 - $31,363
-543 Reduced 6.68%
7,587 $396,000
Q4 2017

Feb 14, 2018
BUY
$43.27 - $52.28 $10,514 - $12,704
243 Added 3.08%
8,130 $418,000
Q3 2017

Nov 14, 2017
BUY
$38.11 - $44.04 $300,573 - $347,343
7,887
7,887 $345,000

Others Institutions Holding SCHW

# of Institutions
2,083
Shares Held
1.44B
Call Options Held
16.9M
Put Options Held
22.3M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $150B
  • 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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