A detailed history of Equitable Holdings, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Equitable Holdings, Inc. holds 155,719 shares of SCHW stock, worth $11.7 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
155,719
Previous 145,730 6.85%
Holding current value
$11.7 Million
Previous $10.7 Million 6.02%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Nov 14, 2024

BUY
$61.74 - $76.08 $616,720 - $759,963
9,989 Added 6.85%
155,719 $10.1 Million
Q2 2024

Aug 14, 2024

BUY
$70.03 - $78.9 $601,347 - $677,514
8,587 Added 6.26%
145,730 $10.7 Million
Q1 2024

May 14, 2024

SELL
$61.89 - $72.38 $28,469 - $33,294
-460 Reduced 0.33%
137,143 $9.92 Million
Q4 2023

Feb 12, 2024

BUY
$49.33 - $70.98 $210,441 - $302,800
4,266 Added 3.2%
137,603 $9.47 Million
Q3 2023

Nov 14, 2023

SELL
$54.2 - $67.94 $322,652 - $404,446
-5,953 Reduced 4.27%
133,337 $7.32 Million
Q2 2023

Aug 15, 2023

BUY
$47.37 - $57.14 $791,789 - $955,095
16,715 Added 13.64%
139,290 $7.89 Million
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $6.1 Million - $10.1 Million
117,534 Added 2331.56%
122,575 $6.42 Million
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $98,717 - $121,892
1,464 Added 40.93%
5,041 $419,000
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $75,689 - $267,988
3,577 New
3,577 $257,000
Q2 2022

Aug 15, 2022

SELL
$59.99 - $83.83 $315,487 - $440,861
-5,259 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$75.69 - $95.53 $176,357 - $222,584
2,330 Added 79.55%
5,259 $443,000
Q4 2021

Feb 11, 2022

BUY
$73.23 - $85.82 $214,490 - $251,366
2,929 New
2,929 $246,000

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 $136B
  • 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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