A detailed history of David R. Rahn & Associates Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, David R. Rahn & Associates Inc. holds 6,137 shares of SCHW stock, worth $507,898. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,137
Previous 7,850 21.82%
Holding current value
$507,898
Previous $578,000 31.31%
% of portfolio
0.12%
Previous 0.19%

Shares

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

Nov 13, 2024

SELL
$61.74 - $76.08 $105,760 - $130,325
-1,713 Reduced 21.82%
6,137 $397,000
Q2 2024

Jul 24, 2024

BUY
$70.03 - $78.9 $549,735 - $619,365
7,850 New
7,850 $578,000
Q4 2023

Jan 12, 2024

BUY
$49.33 - $70.98 $290,800 - $418,427
5,895 New
5,895 $405,000
Q1 2018

Apr 16, 2018

SELL
$48.9 - $57.76 $773,451 - $913,589
-15,817 Closed
0 $0
Q4 2017

Jan 26, 2018

SELL
$43.27 - $52.28 $199,777 - $241,376
-4,617 Reduced 22.59%
15,817 $813,000
Q3 2017

Oct 23, 2017

BUY
$38.11 - $44.04 $778,739 - $899,913
20,434
20,434 $894,000

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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