A detailed history of Capital Analysts, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Capital Analysts, LLC holds 47,896 shares of SCHW stock, worth $3.59 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
47,896
Previous 41,640 15.02%
Holding current value
$3.59 Million
Previous $3.07 Million 1.17%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Nov 13, 2024

BUY
$61.74 - $76.08 $386,245 - $475,956
6,256 Added 15.02%
47,896 $3.1 Million
Q2 2024

Aug 14, 2024

BUY
$70.03 - $78.9 $206,238 - $232,360
2,945 Added 7.61%
41,640 $3.07 Million
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $59,414 - $69,484
960 Added 2.54%
38,695 $2.8 Million
Q4 2023

Jan 30, 2024

BUY
$49.33 - $70.98 $28,660 - $41,239
581 Added 1.56%
37,735 $2.6 Million
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $74,037 - $92,806
1,366 Added 3.82%
37,154 $2.04 Million
Q2 2023

Aug 11, 2023

BUY
$47.37 - $57.14 $16,958 - $20,456
358 Added 1.01%
35,788 $2.03 Million
Q1 2023

May 05, 2023

BUY
$51.91 - $85.6 $1.83 Million - $3.02 Million
35,307 Added 28704.88%
35,430 $1.86 Million
Q1 2022

May 12, 2022

SELL
$75.69 - $95.53 $60,552 - $76,424
-800 Reduced 86.67%
123 $10,000
Q4 2021

Feb 10, 2022

BUY
$73.23 - $85.82 $58,584 - $68,656
800 Added 650.41%
923 $78,000
Q3 2021

Nov 04, 2021

SELL
$66.68 - $77.38 $11,202 - $12,999
-168 Reduced 57.73%
123 $9,000
Q2 2021

Aug 05, 2021

BUY
$63.69 - $76.01 $10,699 - $12,769
168 Added 136.59%
291 $21,000
Q3 2019

Nov 12, 2019

SELL
$36.12 - $44.28 $1,805 - $2,214
-50 Reduced 28.9%
123 $5,000
Q2 2019

Aug 13, 2019

BUY
$39.15 - $46.26 $1,957 - $2,313
50 Added 40.65%
173 $7,000
Q1 2019

May 13, 2019

BUY
$40.72 - $47.98 $5,008 - $5,901
123 New
123 $5,000

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 $136B
  • 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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