A detailed history of Coastline Trust CO transactions in Schwab Charles Corp stock. As of the latest transaction made, Coastline Trust CO holds 43,541 shares of SCHW stock, worth $3.09 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
43,541
Previous 43,941 0.91%
Holding current value
$3.09 Million
Previous $3.18 Million 0.94%
% of portfolio
0.38%
Previous 0.39%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

SELL
$70.03 - $78.9 $28,012 - $31,560
-400 Reduced 0.91%
43,541 $3.21 Million
Q1 2024

Apr 26, 2024

BUY
$61.89 - $72.38 $87,945 - $102,851
1,421 Added 3.34%
43,941 $3.18 Million
Q4 2023

Jan 23, 2024

BUY
$49.33 - $70.98 $898,792 - $1.29 Million
18,220 Added 74.98%
42,520 $2.93 Million
Q3 2023

Oct 17, 2023

BUY
$54.2 - $67.94 $532,515 - $667,510
9,825 Added 67.88%
24,300 $1.33 Million
Q2 2023

Aug 07, 2023

BUY
$47.37 - $57.14 $685,680 - $827,101
14,475 New
14,475 $820,000
Q1 2021

May 10, 2021

SELL
$51.54 - $67.65 $404,589 - $531,052
-7,850 Closed
0 $0
Q4 2019

Jan 15, 2020

SELL
$35.1 - $51.07 $50,895 - $74,051
-1,450 Reduced 15.59%
7,850 $373,000
Q3 2019

Oct 18, 2019

SELL
$36.12 - $44.28 $234,779 - $287,820
-6,500 Reduced 41.14%
9,300 $389,000
Q4 2017

Jan 17, 2018

BUY
$43.27 - $52.28 $683,666 - $826,024
15,800
15,800 $812,000

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 $129B
  • 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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