A detailed history of Brookstone Capital Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Brookstone Capital Management holds 8,468 shares of SCHW stock, worth $699,456. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,468
Previous 8,046 5.24%
Holding current value
$699,456
Previous $592,000 7.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 08, 2024

BUY
$61.74 - $76.08 $26,054 - $32,105
422 Added 5.24%
8,468 $548,000
Q2 2024

Jul 18, 2024

SELL
$70.03 - $78.9 $201,826 - $227,389
-2,882 Reduced 26.37%
8,046 $592,000
Q1 2024

Apr 15, 2024

BUY
$61.89 - $72.38 $146,803 - $171,685
2,372 Added 27.72%
10,928 $790,000
Q4 2023

Jan 11, 2024

SELL
$49.33 - $70.98 $25,503 - $36,696
-517 Reduced 5.7%
8,556 $588,000
Q3 2023

Oct 20, 2023

BUY
$54.2 - $67.94 $29,539 - $37,027
545 Added 6.39%
9,073 $498,000
Q2 2023

Jul 11, 2023

SELL
$47.37 - $57.14 $647,879 - $781,503
-13,677 Reduced 61.59%
8,528 $483,000
Q1 2023

Apr 18, 2023

SELL
$51.91 - $85.6 $1.58 Million - $2.6 Million
-30,412 Reduced 57.8%
22,205 $1.16 Million
Q4 2022

Jan 09, 2023

BUY
$67.43 - $83.26 $1.27 Million - $1.57 Million
18,841 Added 55.78%
52,617 $0
Q3 2022

Oct 13, 2022

BUY
$21.16 - $74.92 $714,700 - $2.53 Million
33,776 New
33,776 $2.43 Million
Q2 2022

Jul 11, 2022

SELL
$59.99 - $83.83 $148,715 - $207,814
-2,479 Closed
0 $0
Q1 2022

Apr 12, 2022

SELL
$75.69 - $95.53 $372,470 - $470,103
-4,921 Reduced 66.5%
2,479 $202,000
Q4 2021

Jan 11, 2022

BUY
$73.23 - $85.82 $541,902 - $635,068
7,400 New
7,400 $679,000

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
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