A detailed history of Coastwise Capital Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 6,050 shares of SCHW stock, worth $449,575. This represents 0.32% of its overall portfolio holdings.

Number of Shares
6,050
Previous 5,143 17.64%
Holding current value
$449,575
Previous $378,000 3.7%
% of portfolio
0.32%
Previous 0.37%

Shares

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

Nov 14, 2024

BUY
$61.74 - $76.08 $55,998 - $69,004
907 Added 17.64%
6,050 $392,000
Q2 2024

Aug 14, 2024

SELL
$70.03 - $78.9 $83,755 - $94,364
-1,196 Reduced 18.87%
5,143 $378,000
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $99,766 - $116,676
1,612 Added 34.1%
6,339 $458,000
Q4 2023

Feb 14, 2024

SELL
$49.33 - $70.98 $28,956 - $41,665
-587 Reduced 11.05%
4,727 $325,000
Q3 2023

Nov 13, 2023

SELL
$54.2 - $67.94 $15,772 - $19,770
-291 Reduced 5.19%
5,314 $291,000
Q2 2023

Aug 10, 2023

BUY
$47.37 - $57.14 $265,508 - $320,269
5,605 New
5,605 $317,000

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 $135B
  • 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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