A detailed history of Cooper Financial Group transactions in Schwab Charles Corp stock. As of the latest transaction made, Cooper Financial Group holds 12,384 shares of SCHW stock, worth $1.02 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,384
Previous 7,158 73.01%
Holding current value
$1.02 Million
Previous $527,000 52.18%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Nov 14, 2024

BUY
$61.74 - $76.08 $322,653 - $397,594
5,226 Added 73.01%
12,384 $802,000
Q2 2024

Jul 15, 2024

BUY
$70.03 - $78.9 $122,132 - $137,601
1,744 Added 32.21%
7,158 $527,000
Q1 2024

Apr 11, 2024

SELL
$61.89 - $72.38 $62,075 - $72,597
-1,003 Reduced 15.63%
5,414 $391,000
Q4 2023

Jan 16, 2024

SELL
$49.33 - $70.98 $92,345 - $132,874
-1,872 Reduced 22.58%
6,417 $441,000
Q3 2023

Oct 13, 2023

BUY
$54.2 - $67.94 $8,401 - $10,530
155 Added 1.91%
8,289 $455,000
Q2 2023

Jul 07, 2023

SELL
$47.37 - $57.14 $6,158 - $7,428
-130 Reduced 1.57%
8,134 $461,000
Q1 2023

May 10, 2023

BUY
$51.91 - $85.6 $428,984 - $707,398
8,264 New
8,264 $432,000

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 $150B
  • 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
Track This Portfolio

Track Cooper Financial Group Portfolio

Follow Cooper Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cooper Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Cooper Financial Group with notifications on news.