A detailed history of Buttonwood Financial Advisors Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Buttonwood Financial Advisors Inc. holds 44,487 shares of SCHW stock, worth $3.67 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
44,487
Previous 43,044 3.35%
Holding current value
$3.67 Million
Previous $3.17 Million 9.08%
% of portfolio
1.3%
Previous 1.52%

Shares

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

Oct 28, 2024

BUY
$61.74 - $76.08 $89,090 - $109,783
1,443 Added 3.35%
44,487 $2.88 Million
Q2 2024

Aug 08, 2024

SELL
$70.03 - $78.9 $52,032 - $58,622
-743 Reduced 1.7%
43,044 $3.17 Million
Q1 2024

Apr 24, 2024

BUY
$61.89 - $72.38 $455,324 - $532,499
7,357 Added 20.19%
43,787 $3.17 Million
Q4 2023

Jan 22, 2024

BUY
$49.33 - $70.98 $113,311 - $163,041
2,297 Added 6.73%
36,430 $2.51 Million
Q3 2023

Oct 16, 2023

BUY
$54.2 - $67.94 $95,554 - $119,778
1,763 Added 5.45%
34,133 $1.87 Million
Q2 2023

Jul 10, 2023

BUY
$47.37 - $57.14 $1.18 Million - $1.42 Million
24,821 Added 328.8%
32,370 $1.83 Million
Q1 2023

Apr 10, 2023

BUY
$51.91 - $85.6 $214,284 - $353,356
4,128 Added 120.67%
7,549 $395,000
Q4 2022

Jan 13, 2023

BUY
$67.43 - $83.26 $33,175 - $40,963
492 Added 16.8%
3,421 $0
Q3 2022

Oct 14, 2022

BUY
$21.16 - $74.92 $61,977 - $219,440
2,929 New
2,929 $217,000

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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