A detailed history of First Affirmative Financial Network transactions in Schwab Charles Corp stock. As of the latest transaction made, First Affirmative Financial Network holds 3,219 shares of SCHW stock, worth $228,355. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,219
Previous 3,419 5.85%
Holding current value
$228,355
Previous $251,000 17.13%
% of portfolio
0.12%
Previous 0.18%

Shares

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

Oct 10, 2024

SELL
$61.74 - $76.08 $12,348 - $15,216
-200 Reduced 5.85%
3,219 $208,000
Q2 2024

Jul 10, 2024

SELL
$70.03 - $78.9 $5,952 - $6,706
-85 Reduced 2.43%
3,419 $251,000
Q1 2024

Apr 11, 2024

SELL
$61.89 - $72.38 $8,540 - $9,988
-138 Reduced 3.79%
3,504 $253,000
Q4 2023

Jan 08, 2024

BUY
$49.33 - $70.98 $179,659 - $258,509
3,642 New
3,642 $250,000
Q4 2022

Jan 23, 2023

SELL
$67.43 - $83.26 $56,641 - $69,938
-840 Reduced 25.67%
2,432 $0
Q3 2022

Oct 20, 2022

SELL
$21.16 - $74.92 $20,186 - $71,473
-954 Reduced 22.57%
3,272 $235,000
Q2 2022

Jul 13, 2022

SELL
$59.99 - $83.83 $21,356 - $29,843
-356 Reduced 7.77%
4,226 $267,000
Q1 2022

Apr 12, 2022

BUY
$75.69 - $95.53 $20,284 - $25,602
268 Added 6.21%
4,582 $386,000
Q4 2021

Feb 15, 2022

BUY
$73.23 - $85.82 $26,582 - $31,152
363 Added 9.19%
4,314 $362,000
Q3 2021

Oct 26, 2021

BUY
$66.68 - $77.38 $263,452 - $305,728
3,951 New
3,951 $288,000

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
Track This Portfolio

Track First Affirmative Financial Network Portfolio

Follow First Affirmative Financial Network 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 First Affirmative Financial Network, based on Form 13F filings with the SEC.

News

Stay updated on First Affirmative Financial Network with notifications on news.