A detailed history of Cws Financial Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 3,352 shares of SCHW stock, worth $238,327. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,352
Previous 3,351 0.03%
Holding current value
$238,327
Previous $242,000 2.07%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jul 31, 2024

BUY
$70.03 - $78.9 $70 - $78
1 Added 0.03%
3,352 $247,000
Q1 2024

May 01, 2024

SELL
$61.89 - $72.38 $3,094 - $3,619
-50 Reduced 1.47%
3,351 $242,000
Q4 2023

Feb 08, 2024

BUY
$49.33 - $70.98 $167,771 - $241,402
3,401 New
3,401 $233,000
Q4 2022

Feb 10, 2023

BUY
$67.43 - $83.26 $31,759 - $39,215
471 Added 13.41%
3,982 $331,000
Q3 2022

Nov 09, 2022

BUY
$21.16 - $74.92 $2,073 - $7,342
98 Added 2.87%
3,511 $252,000
Q2 2022

Aug 08, 2022

SELL
$59.99 - $83.83 $479 - $670
-8 Reduced 0.23%
3,413 $216,000
Q1 2022

May 03, 2022

BUY
$75.69 - $95.53 $908 - $1,146
12 Added 0.35%
3,421 $288,000
Q4 2021

Feb 15, 2022

SELL
$73.23 - $85.82 $2,416 - $2,832
-33 Reduced 0.96%
3,409 $287,000
Q2 2021

Aug 06, 2021

SELL
$63.69 - $76.01 $34,392 - $41,045
-540 Reduced 13.56%
3,442 $251,000
Q1 2021

May 13, 2021

BUY
$51.54 - $67.65 $2,886 - $3,788
56 Added 1.43%
3,982 $260,000
Q4 2020

Feb 12, 2021

BUY
$36.75 - $53.04 $144,280 - $208,235
3,926 New
3,926 $208,000

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 $129B
  • 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 Cws Financial Advisors, LLC Portfolio

Follow Cws Financial Advisors, LLC 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 Cws Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cws Financial Advisors, LLC with notifications on news.