A detailed history of Brighton Jones LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Brighton Jones LLC holds 5,045 shares of SCHW stock, worth $416,717. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,045
Previous 5,039 0.12%
Holding current value
$416,717
Previous $371,000 12.13%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2024

BUY
$61.74 - $76.08 $370 - $456
6 Added 0.12%
5,045 $326,000
Q2 2024

Aug 12, 2024

SELL
$70.03 - $78.9 $52,172 - $58,780
-745 Reduced 12.88%
5,039 $371,000
Q1 2024

May 09, 2024

BUY
$61.89 - $72.38 $55,762 - $65,214
901 Added 18.45%
5,784 $418,000
Q4 2023

Feb 05, 2024

SELL
$49.33 - $70.98 $2,318 - $3,336
-47 Reduced 0.95%
4,883 $335,000
Q3 2023

Oct 25, 2023

BUY
$54.2 - $67.94 $29,376 - $36,823
542 Added 12.35%
4,930 $270,000
Q2 2023

Jul 31, 2023

BUY
$47.37 - $57.14 $207,859 - $250,730
4,388 New
4,388 $248,000
Q4 2022

Feb 02, 2023

BUY
$67.43 - $83.26 $30,478 - $37,633
452 Added 11.94%
4,238 $352,000
Q3 2022

Nov 09, 2022

BUY
$21.16 - $74.92 $2,158 - $7,641
102 Added 2.77%
3,786 $272,000
Q2 2022

Aug 04, 2022

SELL
$59.99 - $83.83 $7,378 - $10,311
-123 Reduced 3.23%
3,684 $233,000
Q1 2022

May 13, 2022

BUY
$75.69 - $95.53 $20,209 - $25,506
267 Added 7.54%
3,807 $321,000
Q4 2021

Feb 03, 2022

BUY
$73.23 - $85.82 $17,282 - $20,253
236 Added 7.14%
3,540 $298,000
Q3 2021

Nov 04, 2021

BUY
$66.68 - $77.38 $6,868 - $7,970
103 Added 3.22%
3,304 $241,000
Q2 2021

Aug 10, 2021

BUY
$63.69 - $76.01 $6,177 - $7,372
97 Added 3.13%
3,201 $233,000
Q1 2021

May 07, 2021

BUY
$51.54 - $67.65 $159,980 - $209,985
3,104 New
3,104 $202,000

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 $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
Track This Portfolio

Track Brighton Jones LLC Portfolio

Follow Brighton Jones 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 Brighton Jones LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brighton Jones LLC with notifications on news.