A detailed history of Founders Financial Alliance, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 722 shares of SCHW stock, worth $58,763. This represents 0.01% of its overall portfolio holdings.

Number of Shares
722
Previous 722 -0.0%
Holding current value
$58,763
Previous $53,000 13.21%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 23, 2024

BUY
$70.03 - $78.9 $50,561 - $56,965
722 New
722 $53,000
Q4 2023

Feb 09, 2024

BUY
$49.33 - $70.98 $91,753 - $132,022
1,860 New
1,860 $127,000
Q2 2022

Aug 15, 2022

BUY
$59.99 - $83.83 $921,746 - $1.29 Million
15,365 New
15,365 $971,000
Q2 2021

Aug 02, 2021

SELL
$63.69 - $76.01 $63,753 - $76,086
-1,001 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$51.54 - $67.65 $51,591 - $67,717
1,001 New
1,001 $65,000
Q4 2020

Feb 04, 2021

SELL
$36.75 - $53.04 $3,711 - $5,357
-101 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
$33.02 - $36.28 $3,335 - $3,664
101 New
101 $4,000

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 $148B
  • 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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