A detailed history of Clear Creek Financial Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Clear Creek Financial Management, LLC holds 3,363 shares of SCHW stock, worth $246,171. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,363
Holding current value
$246,171
% of portfolio
0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$61.89 - $72.38 $208,136 - $243,413
3,363 New
3,363 $243,000
Q2 2023

Jul 14, 2023

BUY
$47.37 - $57.14 $171,479 - $206,846
3,620 New
3,620 $205,000
Q2 2022

Jul 27, 2022

SELL
$59.99 - $83.83 $145,835 - $203,790
-2,431 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$75.69 - $95.53 $184,002 - $232,233
2,431 New
2,431 $205,000

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 $133B
  • 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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