Destination Wealth Management Schwab Charles Corp Transaction History

Destination Wealth Management

  • $2.98 Billion
  • Q1 2024

A detailed history of Destination Wealth Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Destination Wealth Management holds 351,347 shares of SCHW stock, worth $25.9 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
351,347
Previous 338,191 3.89%
Holding current value
$25.9 Million
Previous $23.3 Million 9.24%
% of portfolio
0.85%
Previous 0.81%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$61.89 - $72.38 $814,224 - $952,231
13,156 Added 3.89%
351,347 $25.4 Million
Q4 2023

Feb 13, 2024
SELL
$49.33 - $70.98 $1.39 Million - $2 Million
-28,135 Reduced 7.68%
338,191 $23.3 Million
Q3 2023

Nov 14, 2023
BUY
$54.2 - $67.94 $92,790 - $116,313
1,712 Added 0.47%
366,326 $20.1 Million
Q2 2023

Aug 11, 2023
BUY
$47.37 - $57.14 $5.04 Million - $6.08 Million
106,357 Added 41.18%
364,614 $20.7 Million
Q1 2023

May 05, 2023
BUY
$51.91 - $85.6 $12.6 Million - $20.8 Million
243,121 Added 1606.24%
258,257 $13.5 Million
Q4 2022

Feb 10, 2023
SELL
$67.43 - $83.26 $29,197 - $36,051
-433 Reduced 2.78%
15,136 $1.26 Million
Q3 2022

Nov 10, 2022
SELL
$21.16 - $74.92 $46,488 - $164,599
-2,197 Reduced 12.37%
15,569 $1.12 Million
Q2 2022

Jul 29, 2022
SELL
$59.99 - $83.83 $928,225 - $1.3 Million
-15,473 Reduced 46.55%
17,766 $1.12 Million
Q1 2022

May 12, 2022
BUY
$75.69 - $95.53 $333,868 - $421,382
4,411 Added 15.3%
33,239 $2.8 Million
Q4 2021

Feb 04, 2022
BUY
$73.23 - $85.82 $948,767 - $1.11 Million
12,956 Added 81.63%
28,828 $2.42 Million
Q3 2021

Oct 25, 2021
SELL
$66.68 - $77.38 $1.02 Million - $1.18 Million
-15,257 Reduced 49.01%
15,872 $1.16 Million
Q2 2021

Aug 13, 2021
SELL
$63.69 - $76.01 $221,067 - $263,830
-3,471 Reduced 10.03%
31,129 $2.27 Million
Q1 2021

May 05, 2021
BUY
$51.54 - $67.65 $225,539 - $296,036
4,376 Added 14.48%
34,600 $2.26 Million
Q4 2020

Feb 11, 2021
BUY
$36.75 - $53.04 $50,898 - $73,460
1,385 Added 4.8%
30,224 $1.6 Million
Q3 2020

Nov 12, 2020
SELL
$33.02 - $36.28 $88,361 - $97,085
-2,676 Reduced 8.49%
28,839 $1.05 Million
Q2 2020

Aug 14, 2020
SELL
$31.75 - $42.82 $8,921 - $12,032
-281 Reduced 0.88%
31,515 $1.06 Million
Q1 2020

May 13, 2020
BUY
$28.43 - $49.0 $142 - $245
5 Added 0.02%
31,796 $1.07 Million
Q4 2019

Feb 12, 2020
SELL
$35.1 - $51.07 $34,994 - $50,916
-997 Reduced 3.04%
31,791 $1.51 Million
Q3 2019

Nov 13, 2019
SELL
$36.12 - $44.28 $53,999 - $66,198
-1,495 Reduced 4.36%
32,788 $1.37 Million
Q2 2019

Jul 19, 2019
SELL
$39.15 - $46.26 $20,436 - $24,147
-522 Reduced 1.5%
34,283 $1.38 Million
Q1 2019

May 01, 2019
BUY
$40.72 - $47.98 $244 - $287
6 Added 0.02%
34,805 $1.49 Million
Q4 2018

Feb 05, 2019
BUY
$38.25 - $52.17 $133,377 - $181,916
3,487 Added 11.14%
34,799 $1.45 Million
Q3 2018

Nov 07, 2018
BUY
$49.15 - $54.22 $196 - $216
4 Added 0.01%
31,312 $1.54 Million
Q2 2018

Jul 31, 2018
SELL
$50.11 - $59.59 $420,623 - $500,198
-8,394 Reduced 21.14%
31,308 $1.6 Million
Q1 2018

Apr 05, 2018
SELL
$48.9 - $57.76 $695,944 - $822,040
-14,232 Reduced 26.39%
39,702 $2.07 Million
Q4 2017

Feb 09, 2018
SELL
$43.27 - $52.28 $824,596 - $996,299
-19,057 Reduced 26.11%
53,934 $2.77 Million
Q3 2017

Nov 09, 2017
SELL
$38.11 - $44.04 $165,816 - $191,618
-4,351 Reduced 5.63%
72,991 $3.19 Million
Q2 2017

Aug 11, 2017
BUY
N/A
77,342
77,342 $3.32 Million

Others Institutions Holding SCHW

# of Institutions
2,074
Shares Held
1.49B
Call Options Held
18.1M
Put Options Held
27.5M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $134B
  • 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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