A detailed history of Cra Financial Services, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Cra Financial Services, LLC holds 3,455 shares of SCHW stock, worth $285,383. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,455
Previous 3,265 5.82%
Holding current value
$285,383
Previous $240,000 7.08%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 10, 2024

BUY
$61.74 - $76.08 $11,730 - $14,455
190 Added 5.82%
3,455 $223,000
Q2 2024

Jul 11, 2024

SELL
$70.03 - $78.9 $23,670 - $26,668
-338 Reduced 9.38%
3,265 $240,000
Q4 2023

Jan 31, 2024

BUY
$49.33 - $70.98 $177,735 - $255,740
3,603 New
3,603 $247,000

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
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