A detailed history of Citizens National Bank Trust Department transactions in Schwab Charles Corp stock. As of the latest transaction made, Citizens National Bank Trust Department holds 9,455 shares of SCHW stock, worth $706,666. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,455
Previous 12,065 21.63%
Holding current value
$706,666
Previous $889,000 31.16%
% of portfolio
0.13%
Previous 0.2%

Shares

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

Oct 29, 2024

SELL
$61.74 - $76.08 $161,141 - $198,568
-2,610 Reduced 21.63%
9,455 $612,000
Q2 2024

Jul 22, 2024

SELL
$70.03 - $78.9 $12,255 - $13,807
-175 Reduced 1.43%
12,065 $889,000
Q1 2024

May 03, 2024

BUY
$61.89 - $72.38 $19,804 - $23,161
320 Added 2.68%
12,240 $885,000
Q2 2023

Jul 24, 2023

BUY
$47.37 - $57.14 $11,368 - $13,713
240 Added 2.05%
11,920 $675,000
Q1 2023

May 03, 2023

BUY
$51.91 - $85.6 $606,308 - $999,807
11,680 New
11,680 $611,000

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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