A detailed history of Calton & Associates, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Calton & Associates, Inc. holds 4,094 shares of SCHW stock, worth $333,210. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,094
Previous 922 344.03%
Holding current value
$333,210
Previous $59,000 349.15%
% of portfolio
0.11%
Previous 0.01%

Shares

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

Oct 21, 2024

BUY
$61.74 - $76.08 $195,839 - $241,325
3,172 Added 344.03%
4,094 $265,000
Q3 2024

Oct 18, 2024

SELL
$61.74 - $76.08 $158,486 - $195,297
-2,567 Reduced 73.57%
922 $59,000
Q2 2024

Jul 19, 2024

SELL
$70.03 - $78.9 $56,024 - $63,120
-800 Reduced 18.65%
3,489 $257,000
Q1 2024

Apr 16, 2024

BUY
$61.89 - $72.38 $265,446 - $310,437
4,289 New
4,289 $310,000
Q1 2018

Apr 17, 2018

SELL
$48.9 - $57.76 $24,156 - $28,533
-494 Closed
0 $0
Q4 2017

Feb 05, 2018

BUY
$43.27 - $52.28 $21,375 - $25,826
494
494 $27,000

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 $148B
  • 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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