A detailed history of Cva Family Office, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Cva Family Office, LLC holds 620 shares of SCHW stock, worth $40,145. This represents 0.01% of its overall portfolio holdings.

Number of Shares
620
Previous 577 7.45%
Holding current value
$40,145
Previous $41,000 9.76%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024

BUY
$70.03 - $78.9 $3,011 - $3,392
43 Added 7.45%
620 $45,000
Q1 2024

Apr 10, 2024

SELL
$61.89 - $72.38 $2,042 - $2,388
-33 Reduced 5.41%
577 $41,000
Q4 2023

Jan 16, 2024

BUY
$49.33 - $70.98 $30,091 - $43,297
610 New
610 $41,000
Q2 2023

Jul 10, 2023

SELL
$47.37 - $57.14 $7,768 - $9,370
-164 Reduced 22.56%
563 $31,000
Q1 2023

Apr 26, 2023

BUY
$51.91 - $85.6 $4,619 - $7,618
89 Added 13.95%
727 $38,000
Q4 2022

Feb 21, 2023

BUY
$67.43 - $83.26 $9,103 - $11,240
135 Added 26.84%
638 $53,000
Q2 2022

Jul 11, 2022

BUY
$59.99 - $83.83 $59 - $83
1 Added 0.2%
503 $32,000
Q4 2021

Jan 25, 2022

BUY
$73.23 - $85.82 $2,782 - $3,261
38 Added 8.19%
502 $42,000
Q3 2021

Oct 12, 2021

SELL
$66.68 - $77.38 $27,072 - $31,416
-406 Reduced 46.67%
464 $17,000
Q2 2021

Jul 13, 2021

SELL
$63.69 - $76.01 $52,225 - $62,328
-820 Reduced 48.52%
870 $63,000
Q1 2021

Apr 14, 2021

BUY
$51.54 - $67.65 $63,188 - $82,938
1,226 Added 264.22%
1,690 $110,000
Q3 2020

Oct 27, 2020

BUY
$33.02 - $36.28 $33 - $36
1 Added 0.22%
464 $17,000
Q2 2020

Jul 31, 2020

BUY
$31.75 - $42.82 $31 - $42
1 Added 0.22%
463 $16,000
Q1 2020

May 28, 2020

BUY
$28.43 - $49.0 $13,134 - $22,638
462 New
462 $16,000

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 $118B
  • 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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