A detailed history of Founders Capital Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Founders Capital Management holds 3,680 shares of SCHW stock, worth $302,937. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,680
Previous 3,680 -0.0%
Holding current value
$302,937
Previous $271,000 12.18%
% of portfolio
0.15%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023

BUY
$54.2 - $67.94 $4,336 - $5,435
80 Added 2.22%
3,680 $202,000
Q2 2023

Jul 07, 2023

SELL
$47.37 - $57.14 $5,400 - $6,513
-114 Reduced 3.07%
3,600 $204,000
Q2 2022

Jul 20, 2022

SELL
$59.99 - $83.83 $2,159 - $3,017
-36 Reduced 0.96%
3,714 $235,000
Q1 2020

Apr 22, 2020

SELL
$28.43 - $49.0 $11,372 - $19,600
-400 Reduced 9.64%
3,750 $126,000
Q3 2018

Oct 05, 2018

BUY
$49.15 - $54.22 $4,915 - $5,422
100 Added 2.47%
4,150 $204,000
Q3 2017

Oct 17, 2017

BUY
$38.11 - $44.04 $154,345 - $178,362
4,050
4,050 $177,000

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 $150B
  • 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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