A detailed history of Chemistry Wealth Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Chemistry Wealth Management LLC holds 33,151 shares of SCHW stock, worth $2.48 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
33,151
Previous 33,036 0.35%
Holding current value
$2.48 Million
Previous $2.43 Million 11.75%
% of portfolio
0.54%
Previous 0.66%

Shares

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

Oct 07, 2024

BUY
$61.74 - $76.08 $7,100 - $8,749
115 Added 0.35%
33,151 $2.15 Million
Q2 2024

Jul 12, 2024

BUY
$70.03 - $78.9 $50,491 - $56,886
721 Added 2.23%
33,036 $2.43 Million
Q1 2024

Apr 15, 2024

BUY
$61.89 - $72.38 $286,798 - $335,408
4,634 Added 16.74%
32,315 $2.34 Million
Q4 2023

Jan 11, 2024

SELL
$49.33 - $70.98 $108,378 - $155,943
-2,197 Reduced 7.35%
27,681 $1.9 Million
Q3 2023

Oct 11, 2023

SELL
$54.2 - $67.94 $1,842 - $2,309
-34 Reduced 0.11%
29,878 $1.64 Million
Q2 2023

Jul 13, 2023

BUY
$47.37 - $57.14 $183,558 - $221,417
3,875 Added 14.88%
29,912 $1.7 Million
Q1 2023

Apr 10, 2023

BUY
$51.91 - $85.6 $139,897 - $230,691
2,695 Added 11.55%
26,037 $1.36 Million
Q4 2022

Jan 17, 2023

BUY
$67.43 - $83.26 $503,904 - $622,201
7,473 Added 47.09%
23,342 $0
Q3 2022

Oct 21, 2022

BUY
$21.16 - $74.92 $124,420 - $440,529
5,880 Added 58.86%
15,869 $1.14 Million
Q2 2022

Aug 09, 2022

BUY
$59.99 - $83.83 $26,695 - $37,304
445 Added 4.66%
9,989 $631,000
Q1 2022

May 05, 2022

BUY
$75.69 - $95.53 $722,385 - $911,738
9,544 New
9,544 $805,000

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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