A detailed history of Everett Harris & CO transactions in Schwab Charles Corp stock. As of the latest transaction made, Everett Harris & CO holds 209,229 shares of SCHW stock, worth $15.3 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
209,229
Previous 211,098 0.89%
Holding current value
$15.3 Million
Previous $15.6 Million 12.83%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Oct 18, 2024

SELL
$61.74 - $76.08 $115,392 - $142,193
-1,869 Reduced 0.89%
209,229 $13.6 Million
Q2 2024

Aug 01, 2024

SELL
$70.03 - $78.9 $169,612 - $191,095
-2,422 Reduced 1.13%
211,098 $15.6 Million
Q1 2024

Apr 19, 2024

SELL
$61.89 - $72.38 $96,672 - $113,057
-1,562 Reduced 0.73%
213,520 $15.4 Million
Q4 2023

Jan 18, 2024

SELL
$49.33 - $70.98 $11.1 Million - $15.9 Million
-224,163 Reduced 51.03%
215,082 $14.8 Million
Q3 2023

Oct 23, 2023

SELL
$54.2 - $67.94 $154,199 - $193,289
-2,845 Reduced 0.64%
439,245 $24.1 Million
Q2 2023

Jul 26, 2023

BUY
$47.37 - $57.14 $5.42 Million - $6.54 Million
114,386 Added 34.91%
442,090 $25.1 Million
Q1 2023

Apr 24, 2023

BUY
$51.91 - $85.6 $430,645 - $710,137
8,296 Added 2.6%
327,704 $17.2 Million
Q4 2022

Jan 20, 2023

SELL
$67.43 - $83.26 $273,024 - $337,119
-4,049 Reduced 1.25%
319,408 $0
Q3 2022

Oct 21, 2022

BUY
$21.16 - $74.92 $94,796 - $335,641
4,480 Added 1.4%
323,457 $23.2 Million
Q2 2022

Jul 22, 2022

BUY
$59.99 - $83.83 $411,531 - $575,073
6,860 Added 2.2%
318,977 $20.2 Million
Q1 2022

Apr 22, 2022

SELL
$75.69 - $95.53 $96,883 - $122,278
-1,280 Reduced 0.41%
312,117 $26.3 Million
Q4 2021

Feb 02, 2022

SELL
$73.23 - $85.82 $360,730 - $422,749
-4,926 Reduced 1.55%
313,397 $26.4 Million
Q3 2021

Nov 03, 2021

SELL
$66.68 - $77.38 $45,009 - $52,231
-675 Reduced 0.21%
318,323 $23.2 Million
Q2 2021

Jul 29, 2021

SELL
$63.69 - $76.01 $208,966 - $249,388
-3,281 Reduced 1.02%
318,998 $23.2 Million
Q1 2021

May 13, 2021

SELL
$51.54 - $67.65 $19,585 - $25,707
-380 Reduced 0.12%
322,279 $21 Million
Q4 2020

Feb 04, 2021

SELL
$36.75 - $53.04 $209,916 - $302,964
-5,712 Reduced 1.74%
322,659 $17.1 Million
Q3 2020

Nov 03, 2020

BUY
$33.02 - $36.28 $36,652 - $40,270
1,110 Added 0.34%
328,371 $11.9 Million
Q2 2020

Jul 29, 2020

SELL
$31.75 - $42.82 $545,719 - $735,990
-17,188 Reduced 4.99%
327,261 $11 Million
Q1 2020

Apr 29, 2020

SELL
$28.43 - $49.0 $6.12 Million - $10.6 Million
-215,359 Reduced 38.47%
344,449 $11.6 Million
Q4 2019

Jan 27, 2020

SELL
$35.1 - $51.07 $186,205 - $270,926
-5,305 Reduced 0.94%
559,808 $26.6 Million
Q3 2019

Nov 06, 2019

SELL
$36.12 - $44.28 $3.3 Million - $4.04 Million
-91,270 Reduced 13.9%
565,113 $23.6 Million
Q2 2019

Aug 13, 2019

BUY
$39.15 - $46.26 $11.8 Million - $14 Million
301,830 Added 85.13%
656,383 $26.4 Million
Q1 2019

May 13, 2019

BUY
$40.72 - $47.98 $8.53 Million - $10.1 Million
209,470 Added 144.38%
354,553 $15.2 Million
Q4 2018

Feb 13, 2019

SELL
$38.25 - $52.17 $2.55 Million - $3.48 Million
-66,790 Reduced 31.52%
145,083 $6.03 Million
Q3 2018

Nov 14, 2018

BUY
$49.15 - $54.22 $10.4 Million - $11.5 Million
211,873 New
211,873 $10.4 Million

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 $133B
  • 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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