A detailed history of Ferguson Wellman Capital Management, Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 4,480 shares of SCHW stock, worth $361,267. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,480
Holding current value
$361,267
% of portfolio
0.01%

Shares

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

Nov 06, 2024

BUY
$61.74 - $76.08 $276,595 - $340,838
4,480 New
4,480 $290,000
Q2 2024

Jul 16, 2024

BUY
$70.03 - $78.9 $223,815 - $252,164
3,196 Added 69.27%
7,810 $575,000
Q4 2023

Jan 11, 2024

SELL
$49.33 - $70.98 $1,331 - $1,916
-27 Reduced 0.58%
4,614 $317,000
Q3 2023

Oct 12, 2023

SELL
$54.2 - $67.94 $13,333 - $16,713
-246 Reduced 5.03%
4,641 $254,000
Q2 2023

Jul 11, 2023

SELL
$47.37 - $57.14 $16,863 - $20,341
-356 Reduced 6.79%
4,887 $276,000
Q1 2023

Apr 20, 2023

SELL
$51.91 - $85.6 $10,382 - $17,120
-200 Reduced 3.67%
5,243 $274,000
Q4 2022

Jan 13, 2023

BUY
$67.43 - $83.26 $13,486 - $16,652
200 Added 3.81%
5,443 $453,000
Q3 2022

Oct 17, 2022

BUY
$21.16 - $74.92 $1,417 - $5,019
67 Added 1.29%
5,243 $377,000
Q1 2022

Apr 14, 2022

BUY
$75.69 - $95.53 $21,571 - $27,226
285 Added 5.83%
5,176 $436,000
Q2 2021

Jul 12, 2021

SELL
$63.69 - $76.01 $4,458 - $5,320
-70 Reduced 1.41%
4,891 $356,000
Q4 2020

Feb 04, 2021

BUY
$36.75 - $53.04 $182,316 - $263,131
4,961 New
4,961 $263,000
Q1 2020

Apr 21, 2020

SELL
$28.43 - $49.0 $125,660 - $216,580
-4,420 Closed
0 $0
Q4 2019

Jan 24, 2020

BUY
$35.1 - $51.07 $155,142 - $225,729
4,420 New
4,420 $210,000
Q2 2019

Jul 16, 2019

SELL
$39.15 - $46.26 $196,533 - $232,225
-5,020 Closed
0 $0
Q2 2018

Aug 10, 2018

SELL
$50.11 - $59.59 $28,713 - $34,145
-573 Reduced 10.24%
5,020 $257,000
Q1 2018

Apr 09, 2018

BUY
$48.9 - $57.76 $3,569 - $4,216
73 Added 1.32%
5,593 $292,000
Q4 2017

Jan 24, 2018

BUY
$43.27 - $52.28 $25,962 - $31,368
600 Added 12.2%
5,520 $284,000
Q3 2017

Oct 11, 2017

BUY
$38.11 - $44.04 $187,501 - $216,676
4,920
4,920 $215,000

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 $147B
  • 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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