A detailed history of Family Legacy, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Family Legacy, Inc. holds 6,310 shares of SCHW stock, worth $522,215. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,310
Previous 6,310 -0.0%
Holding current value
$522,215
Previous $464,000 12.07%
% of portfolio
0.14%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 13, 2023

BUY
$54.2 - $67.94 $8,130 - $10,191
150 Added 2.44%
6,310 $346,000
Q2 2023

Aug 04, 2023

BUY
$47.37 - $57.14 $3,742 - $4,514
79 Added 1.3%
6,160 $349,000
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $37,323 - $61,546
719 Added 13.41%
6,081 $318,000
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $2,764 - $3,413
41 Added 0.77%
5,362 $446,000
Q4 2020

Feb 08, 2021

BUY
$36.75 - $53.04 $195,546 - $282,225
5,321 New
5,321 $282,000

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 $150B
  • 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
Track This Portfolio

Track Family Legacy, Inc. Portfolio

Follow Family Legacy, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Legacy, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Legacy, Inc. with notifications on news.