A detailed history of Eagle Bay Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Eagle Bay Advisors LLC holds 60 shares of SCHW stock, worth $4,875. This represents 0.0% of its overall portfolio holdings.

Number of Shares
60
Previous 60 -0.0%
Holding current value
$4,875
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 24, 2023

BUY
$51.91 - $85.6 $1,401 - $2,311
27 Added 81.82%
60 $3,000
Q3 2022

Nov 22, 2022

SELL
$21.16 - $74.92 $6,348 - $22,476
-300 Reduced 90.09%
33 $2,000
Q2 2022

Aug 19, 2022

BUY
$59.99 - $83.83 $19,976 - $27,915
333 New
333 $21 Million
Q1 2022

May 11, 2022

SELL
$75.69 - $95.53 $54,799 - $69,163
-724 Closed
0 $0
Q4 2021

Jan 21, 2022

SELL
$73.23 - $85.82 $112,041 - $131,304
-1,530 Reduced 67.88%
724 $61,000
Q3 2021

Nov 12, 2021

BUY
$66.68 - $77.38 $34,873 - $40,469
523 Added 30.21%
2,254 $140,000
Q2 2021

Jul 30, 2021

BUY
$63.69 - $76.01 $110,247 - $131,573
1,731 New
1,731 $127,000

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 $148B
  • 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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