A detailed history of Column Capital Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Column Capital Advisors, LLC holds 1,452 shares of SCHW stock, worth $106,286. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,452
Previous 1,467 1.02%
Holding current value
$106,286
Previous $83,000 4.82%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 03, 2023

SELL
$54.2 - $67.94 $813 - $1,019
-15 Reduced 1.02%
1,452 $79,000
Q1 2023

May 09, 2023

BUY
$51.91 - $85.6 $37,115 - $61,203
715 Added 95.08%
1,467 $76,000
Q4 2022

Feb 06, 2023

BUY
$67.43 - $83.26 $17,531 - $21,647
260 Added 52.85%
752 $62,000
Q1 2022

May 03, 2022

SELL
$75.69 - $95.53 $832 - $1,050
-11 Reduced 2.19%
492 $41,000
Q4 2021

Feb 07, 2022

SELL
$73.23 - $85.82 $2,196 - $2,574
-30 Reduced 5.63%
503 $42,000
Q3 2021

Nov 10, 2021

SELL
$66.68 - $77.38 $466 - $541
-7 Reduced 1.3%
533 $39,000
Q2 2021

Aug 05, 2021

SELL
$63.69 - $76.01 $2,483 - $2,964
-39 Reduced 6.74%
540 $39,000
Q1 2021

May 10, 2021

SELL
$51.54 - $67.65 $6,957 - $9,132
-135 Reduced 18.91%
579 $38,000
Q4 2020

Feb 12, 2021

BUY
$36.75 - $53.04 $6,578 - $9,494
179 Added 33.46%
714 $38,000
Q2 2020

Aug 12, 2020

BUY
$31.75 - $42.82 $12,700 - $17,128
400 Added 296.3%
535 $18,000
Q1 2020

May 11, 2020

SELL
$28.43 - $49.0 $10,945 - $18,865
-385 Reduced 74.04%
135 $5,000
Q4 2019

Feb 14, 2020

BUY
$35.1 - $51.07 $18,252 - $26,556
520 New
520 $24,000

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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