A detailed history of Childress Capital Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Childress Capital Advisors, LLC holds 3,323 shares of SCHW stock, worth $249,391. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,323
Previous 3,527 5.78%
Holding current value
$249,391
Previous $259,000 16.99%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 25, 2024

SELL
$61.74 - $76.08 $12,594 - $15,520
-204 Reduced 5.78%
3,323 $215,000
Q2 2024

Aug 05, 2024

SELL
$70.03 - $78.9 $4,481 - $5,049
-64 Reduced 1.78%
3,527 $259,000
Q1 2024

Apr 24, 2024

SELL
$61.89 - $72.38 $115,424 - $134,988
-1,865 Reduced 34.18%
3,591 $259,000
Q4 2023

Feb 16, 2024

SELL
$49.33 - $70.98 $197 - $283
-4 Reduced 0.07%
5,456 $375,000
Q3 2023

Nov 06, 2023

BUY
$54.2 - $67.94 $295,932 - $370,952
5,460 New
5,460 $299,000
Q4 2022

Feb 03, 2023

BUY
$67.43 - $83.26 $62,372 - $77,015
925 Added 19.05%
5,781 $481,000
Q3 2022

Nov 03, 2022

SELL
$21.16 - $74.92 $1,311 - $4,645
-62 Reduced 1.26%
4,856 $354,000
Q2 2022

Aug 15, 2022

SELL
$59.99 - $83.83 $15,597 - $21,795
-260 Reduced 5.02%
4,918 $311,000
Q1 2022

May 10, 2022

BUY
$75.69 - $95.53 $85,529 - $107,948
1,130 Added 27.92%
5,178 $436,000
Q4 2021

Jan 26, 2022

BUY
$73.23 - $85.82 $27,754 - $32,525
379 Added 10.33%
4,048 $340,000
Q3 2021

Nov 15, 2021

SELL
$66.68 - $77.38 $2,000 - $2,321
-30 Reduced 0.81%
3,669 $267,000
Q2 2021

Jul 28, 2021

SELL
$63.69 - $76.01 $891 - $1,064
-14 Reduced 0.38%
3,699 $269,000
Q1 2021

May 21, 2021

BUY
$51.54 - $67.65 $92,153 - $120,958
1,788 Added 92.88%
3,713 $242,000
Q4 2020

Mar 09, 2021

BUY
$36.75 - $53.04 $70,743 - $102,102
1,925 New
1,925 $102,000

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
Track This Portfolio

Track Childress Capital Advisors, LLC Portfolio

Follow Childress Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Childress Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Childress Capital Advisors, LLC with notifications on news.