A detailed history of Everhart Financial Group, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 6,408 shares of SCHW stock, worth $454,583. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,408
Previous 5,207 23.07%
Holding current value
$454,583
Previous $376,000 25.53%
% of portfolio
0.12%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$70.03 - $78.9 $84,106 - $94,758
1,201 Added 23.07%
6,408 $472,000
Q1 2024

May 13, 2024

BUY
$61.89 - $72.38 $75,320 - $88,086
1,217 Added 30.5%
5,207 $376,000
Q4 2023

Jan 12, 2024

SELL
$49.33 - $70.98 $43,854 - $63,101
-889 Reduced 18.22%
3,990 $274,000
Q3 2023

Oct 25, 2023

BUY
$54.2 - $67.94 $264,441 - $331,479
4,879 New
4,879 $267,000
Q4 2022

Feb 09, 2023

SELL
$67.43 - $83.26 $106,202 - $131,134
-1,575 Reduced 31.75%
3,385 $281,000
Q3 2022

Oct 12, 2022

BUY
$21.16 - $74.92 $27,761 - $98,295
1,312 Added 35.96%
4,960 $357,000
Q2 2022

Jul 12, 2022

BUY
$59.99 - $83.83 $218,843 - $305,811
3,648 New
3,648 $231,000

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 $129B
  • 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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