Crumly & Associates Inc. Schwab Charles Corp Transaction History

Crumly & Associates Inc.

$318 Million
Q3 2024

A detailed history of Crumly & Associates Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Crumly & Associates Inc. holds 9,425 shares of SCHW stock, worth $755,790. This represents 0.19% of its overall portfolio holdings.

Number of Shares

9,425

Previous 9,195 2.5%

Holding current value

$755,790

Previous $677,000 9.9%

% of portfolio

0.19%

Previous 0.21%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$61.74 - $76.08 $14,200 - $17,498	230 Added 2.5%	9,425 $610,000
Q2 2024 Aug 02, 2024	SELL	$70.03 - $78.9 $1,540 - $1,735	-22 Reduced 0.24%	9,195 $677,000
Q1 2024 May 01, 2024	SELL	$61.89 - $72.38 $13,739 - $16,068	-222 Reduced 2.35%	9,217 $666,000
Q4 2023 Jan 29, 2024	BUY	$49.33 - $70.98 $6,363 - $9,156	129 Added 1.39%	9,439 $649,000
Q4 2023 Jan 29, 2024	SELL	$49.33 - $70.98 $82,282 - $118,394	-1,668 Reduced 15.19%	9,310 $640,000
Q3 2023 Nov 02, 2023	SELL	$54.2 - $67.94 $15,447 - $19,362	-285 Reduced 2.53%	10,978 $602,000
Q2 2023 Jul 21, 2023	SELL	$47.37 - $57.14 $135,383 - $163,306	-2,858 Reduced 20.24%	11,263 $638,000
Q1 2023 Apr 24, 2023	BUY	$51.91 - $85.6 $181,685 - $299,600	3,500 Added 32.95%	14,121 $739,000
Q4 2022 Mar 03, 2023	BUY	$67.43 - $83.26 $175,992 - $217,308	2,610 Added 32.58%	10,621 $884,000
Q3 2022 Oct 25, 2022	SELL	$21.16 - $74.92 $2,391 - $8,465	-113 Reduced 1.39%	8,011 $575,000
Q2 2022 Aug 01, 2022	SELL	$59.99 - $83.83 $208,225 - $290,973	-3,471 Reduced 29.94%	8,124 $513,000
Q1 2022 May 02, 2022	SELL	$75.69 - $95.53 $8,098 - $10,221	-107 Reduced 0.91%	11,595 $977,000
Q4 2021 Feb 04, 2022	SELL	$73.23 - $85.82 $60,634 - $71,058	-828 Reduced 6.61%	11,702 $1.04 Million
Q3 2021 Oct 20, 2021	BUY	$66.68 - $77.38 $209,175 - $242,741	3,137 Added 33.4%	12,530 $913,000
Q2 2021 Aug 09, 2021	BUY	$63.69 - $76.01 $264,058 - $315,137	4,146 Added 79.02%	9,393 $684,000
Q1 2021 Apr 27, 2021	BUY	$51.54 - $67.65 $49,736 - $65,282	965 Added 22.54%	5,247 $342,000
Q4 2020 Jan 25, 2021	BUY	$36.75 - $53.04 $157,363 - $227,117	4,282 New	4,282 $250,000

Others Institutions Holding SCHW

# of Institutions

2,083

Shares Held

1.45B

Call Options Held

16.9M

Put Options Held

22.3M

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $146B
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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Crumly & Associates Inc. Schwab Charles Corp Transaction History