A detailed history of Flc Capital Advisors transactions in Schwab Charles Corp stock. As of the latest transaction made, Flc Capital Advisors holds 6,131 shares of SCHW stock, worth $454,613. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,131
Previous 8,396 26.98%
Holding current value
$454,613
Previous $577,000 23.22%
% of portfolio
0.11%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$61.89 - $72.38 $140,180 - $163,940
-2,265 Reduced 26.98%
6,131 $443,000
Q3 2023

Jan 18, 2024

SELL
$54.2 - $67.94 $21,029 - $26,360
-388 Reduced 4.42%
8,396 $460,000
Q2 2023

Aug 11, 2023

BUY
$47.37 - $57.14 $31,406 - $37,883
663 Added 8.16%
8,784 $497,000
Q1 2023

Apr 26, 2023

BUY
$51.91 - $85.6 $77,865 - $128,399
1,500 Added 22.66%
8,121 $425,000
Q4 2022

Jan 27, 2023

BUY
$67.43 - $83.26 $24,139 - $29,807
358 Added 5.72%
6,621 $551,000
Q3 2022

Oct 14, 2022

BUY
$21.16 - $74.92 $12,632 - $44,727
597 Added 10.54%
6,263 $450,000
Q2 2022

Jul 27, 2022

BUY
$59.99 - $83.83 $177,510 - $248,052
2,959 Added 109.31%
5,666 $358,000
Q1 2022

Apr 25, 2022

SELL
$75.69 - $95.53 $15,138 - $19,106
-200 Reduced 6.88%
2,707 $228,000
Q4 2021

Jan 26, 2022

SELL
$73.23 - $85.82 $194,059 - $227,422
-2,650 Reduced 47.69%
2,907 $244,000
Q2 2021

Aug 12, 2021

BUY
$63.69 - $76.01 $12,738 - $15,202
200 Added 3.73%
5,557 $405,000
Q1 2021

Apr 23, 2021

BUY
$51.54 - $67.65 $276,099 - $362,401
5,357 New
5,357 $349,000

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 $135B
  • 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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