A detailed history of Financial Enhancement Group LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Financial Enhancement Group LLC holds 65,479 shares of SCHW stock, worth $4.9 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
65,479
Holding current value
$4.9 Million
% of portfolio
0.75%

Shares

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

Oct 31, 2024

BUY
$61.74 - $76.08 $4.04 Million - $4.98 Million
65,479 New
65,479 $4.24 Million
Q2 2023

Aug 10, 2023

BUY
$47.37 - $57.14 $12,742 - $15,370
269 Added 0.41%
65,748 $3.73 Million
Q1 2023

May 17, 2023

BUY
$51.91 - $85.6 $282,753 - $466,263
5,447 Added 9.07%
65,479 $3.43 Million
Q4 2022

Feb 09, 2023

BUY
$67.43 - $83.26 $3.75 Million - $4.63 Million
55,645 Added 1268.41%
60,032 $5 Million
Q3 2022

Oct 27, 2022

BUY
$21.16 - $74.92 $2,454 - $8,690
116 Added 2.72%
4,387 $315,000
Q2 2022

Aug 09, 2022

BUY
$59.99 - $83.83 $46,792 - $65,387
780 Added 22.34%
4,271 $270,000
Q1 2022

May 18, 2022

SELL
$75.69 - $95.53 $1,513 - $1,910
-20 Reduced 0.57%
3,491 $294,000
Q4 2021

Jan 28, 2022

BUY
$73.23 - $85.82 $29,584 - $34,671
404 Added 13.0%
3,511 $295,000
Q3 2021

Oct 14, 2021

BUY
$66.68 - $77.38 $9,135 - $10,601
137 Added 4.61%
3,107 $226,000
Q2 2021

Aug 10, 2021

BUY
$63.69 - $76.01 $12,164 - $14,517
191 Added 6.87%
2,970 $216,000
Q1 2021

May 10, 2021

SELL
$51.54 - $67.65 $7,731 - $10,147
-150 Reduced 5.12%
2,779 $181,000
Q4 2020

Feb 10, 2021

BUY
$36.75 - $53.04 $36 - $53
1 Added 0.03%
2,929 $155,000
Q3 2020

Nov 18, 2020

BUY
$33.02 - $36.28 $3,169 - $3,482
96 Added 3.39%
2,928 $106,000
Q1 2020

May 04, 2020

BUY
$28.43 - $49.0 $12,907 - $22,246
454 Added 19.09%
2,832 $95,000
Q4 2019

Jan 31, 2020

BUY
$35.1 - $51.07 $4,387 - $6,383
125 Added 5.55%
2,378 $113,000
Q3 2019

Nov 08, 2019

BUY
$36.12 - $44.28 $1,408 - $1,726
39 Added 1.76%
2,253 $94,000
Q2 2019

Aug 06, 2019

BUY
$39.15 - $46.26 $4,306 - $5,088
110 Added 5.23%
2,214 $89,000
Q1 2019

May 14, 2019

SELL
$40.72 - $47.98 $113,283 - $133,480
-2,782 Reduced 56.94%
2,104 $90,000
Q2 2018

Aug 08, 2018

BUY
$50.11 - $59.59 $14,381 - $17,102
287 Added 6.24%
4,886 $250,000
Q1 2018

Apr 30, 2018

BUY
$48.9 - $57.76 $224,891 - $265,638
4,599 New
4,599 $240,000
Q4 2017

Feb 07, 2018

SELL
$43.27 - $52.28 $204,796 - $247,441
-4,733 Closed
0 $0
Q4 2017

Feb 07, 2018

BUY
$43.27 - $52.28 $204,796 - $247,441
4,733
4,733 $243,000

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 $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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