A detailed history of First Western Trust Bank transactions in Schwab Charles Corp stock. As of the latest transaction made, First Western Trust Bank holds 8,973 shares of SCHW stock, worth $725,018. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,973
Previous 9,880 9.18%
Holding current value
$725,018
Previous $728,000 20.19%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 07, 2024

SELL
$61.74 - $76.08 $55,998 - $69,004
-907 Reduced 9.18%
8,973 $581,000
Q2 2024

Aug 02, 2024

SELL
$70.03 - $78.9 $5.04 Million - $5.68 Million
-72,034 Reduced 87.94%
9,880 $728,000
Q1 2024

May 16, 2024

SELL
$61.89 - $72.38 $256,967 - $300,521
-4,152 Reduced 4.82%
81,914 $5.93 Million
Q4 2023

Feb 07, 2024

SELL
$49.33 - $70.98 $101,225 - $145,650
-2,052 Reduced 2.33%
86,066 $5.92 Million
Q3 2023

Nov 14, 2023

SELL
$54.2 - $67.94 $280,756 - $351,929
-5,180 Reduced 5.55%
88,118 $4.84 Million
Q2 2023

Aug 10, 2023

SELL
$47.37 - $57.14 $534,902 - $645,224
-11,292 Reduced 10.8%
93,298 $5.29 Million
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $215,686 - $355,668
4,155 Added 4.14%
104,590 $5.48 Million
Q4 2022

Feb 10, 2023

BUY
$67.43 - $83.26 $314,088 - $387,825
4,658 Added 4.86%
100,435 $8.36 Million
Q3 2022

Nov 08, 2022

SELL
$21.16 - $74.92 $590,935 - $2.09 Million
-27,927 Reduced 22.58%
95,777 $6.88 Million
Q2 2022

Aug 12, 2022

SELL
$59.99 - $83.83 $531,751 - $743,069
-8,864 Reduced 6.69%
123,704 $7.87 Million
Q1 2022

May 13, 2022

BUY
$75.69 - $95.53 $10 Million - $12.7 Million
132,568 New
132,568 $11.8 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 $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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