A detailed history of Farther Finance Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 27,350 shares of SCHW stock, worth $2.05 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
27,350
Previous 26,599 2.82%
Holding current value
$2.05 Million
Previous $1.95 Billion 9.24%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Oct 28, 2024

BUY
$61.74 - $76.08 $46,366 - $57,136
751 Added 2.82%
27,350 $1.77 Billion
Q2 2024

Jul 31, 2024

SELL
$70.03 - $78.9 $87,047 - $98,072
-1,243 Reduced 4.46%
26,599 $1.95 Billion
Q1 2024

May 13, 2024

BUY
$61.89 - $72.38 $904,089 - $1.06 Million
14,608 Added 110.38%
27,842 $2.01 Billion
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $276,839 - $398,339
5,612 Added 26.02%
27,184 $1.87 Billion
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $451,919 - $566,483
8,338 Added 63.0%
21,572 $1.18 Billion
Q2 2023

May 13, 2024

BUY
$47.37 - $57.14 $498,758 - $601,627
10,529 Added 389.24%
13,234 $750 Million
Q2 2023

Sep 12, 2023

BUY
$47.37 - $57.14 $498,758 - $601,627
10,529 Added 389.24%
13,234 $750 Million
Q1 2023

May 13, 2024

SELL
$51.91 - $85.6 $1.27 Million - $2.1 Million
-24,479 Reduced 90.05%
2,705 $142 Million
Q1 2023

Sep 12, 2023

BUY
$51.91 - $85.6 $101,691 - $167,690
1,959 Added 262.6%
2,705 $142 Million
Q4 2022

Sep 11, 2023

BUY
$67.43 - $83.26 $50,302 - $62,111
746 New
746 $62.1 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 $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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