A detailed history of Financial Management Professionals, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Financial Management Professionals, Inc. holds 2,735 shares of SCHW stock, worth $194,020. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,735
Previous 3,169 13.7%
Holding current value
$194,020
Previous $234,000 24.36%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 24, 2024

SELL
$61.74 - $76.08 $26,795 - $33,018
-434 Reduced 13.7%
2,735 $177,000
Q2 2024

Jul 12, 2024

SELL
$70.03 - $78.9 $19,398 - $21,855
-277 Reduced 8.04%
3,169 $234,000
Q1 2024

Apr 16, 2024

BUY
$61.89 - $72.38 $36,205 - $42,342
585 Added 20.45%
3,446 $249,000
Q4 2023

Jan 12, 2024

BUY
$49.33 - $70.98 $14,355 - $20,655
291 Added 11.32%
2,861 $197,000
Q2 2023

Jul 10, 2023

SELL
$47.37 - $57.14 $31,406 - $37,883
-663 Reduced 20.51%
2,570 $146,000
Q1 2023

Apr 13, 2023

SELL
$51.91 - $85.6 $67,431 - $111,194
-1,299 Reduced 28.66%
3,233 $169,000
Q4 2022

Jan 11, 2023

BUY
$67.43 - $83.26 $14,497 - $17,900
215 Added 4.98%
4,532 $377,000
Q3 2022

Oct 27, 2022

BUY
$21.16 - $74.92 $42,700 - $151,188
2,018 Added 87.78%
4,317 $310,000
Q2 2022

Jul 12, 2022

BUY
$59.99 - $83.83 $3,119 - $4,359
52 Added 2.31%
2,299 $145,000
Q1 2022

Apr 27, 2022

BUY
$75.69 - $95.53 $19,603 - $24,742
259 Added 13.03%
2,247 $189,000
Q4 2021

Jan 28, 2022

BUY
$73.23 - $85.82 $31,049 - $36,387
424 Added 27.11%
1,988 $167,000
Q4 2020

Feb 03, 2021

BUY
$36.75 - $53.04 $14,479 - $20,897
394 Added 33.68%
1,564 $83,000
Q3 2020

Oct 26, 2020

SELL
$33.02 - $36.28 $4,292 - $4,716
-130 Reduced 10.0%
1,170 $42,000
Q1 2020

Apr 24, 2020

BUY
$28.43 - $49.0 $16,261 - $28,028
572 Added 78.57%
1,300 $44,000
Q4 2019

Jan 21, 2020

BUY
$35.1 - $51.07 $5,510 - $8,017
157 Added 27.5%
728 $35,000
Q4 2018

Jan 22, 2019

BUY
$38.25 - $52.17 $4,628 - $6,312
121 Added 26.89%
571 $24,000
Q3 2017

Oct 19, 2017

BUY
$38.11 - $44.04 $17,149 - $19,818
450
450 $19,000

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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