A detailed history of Founders Financial Securities LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Founders Financial Securities LLC holds 8,448 shares of SCHW stock, worth $631,403. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,448
Previous 8,182 3.25%
Holding current value
$631,403
Previous $602,000 9.14%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $16,422 - $20,237
266 Added 3.25%
8,448 $547,000
Q2 2024

Aug 02, 2024

SELL
$70.03 - $78.9 $142,090 - $160,088
-2,029 Reduced 19.87%
8,182 $602,000
Q1 2024

Apr 17, 2024

BUY
$61.89 - $72.38 $990 - $1,158
16 Added 0.16%
10,211 $738,000
Q4 2023

Feb 06, 2024

BUY
$49.33 - $70.98 $887 - $1,277
18 Added 0.18%
10,195 $701,000
Q3 2023

Oct 17, 2023

SELL
$54.2 - $67.94 $102,709 - $128,746
-1,895 Reduced 15.7%
10,177 $558,000
Q2 2023

Aug 11, 2023

SELL
$47.37 - $57.14 $230,976 - $278,614
-4,876 Reduced 28.77%
12,072 $684,000
Q1 2023

May 04, 2023

BUY
$51.91 - $85.6 $51,235 - $84,487
987 Added 6.18%
16,948 $887,000
Q4 2022

Feb 08, 2023

BUY
$67.43 - $83.26 $51,988 - $64,193
771 Added 5.08%
15,961 $1.33 Million
Q3 2022

Oct 27, 2022

BUY
$21.16 - $74.92 $253 - $899
12 Added 0.08%
15,190 $1.09 Million
Q2 2022

Jul 27, 2022

SELL
$59.99 - $83.83 $5,099 - $7,125
-85 Reduced 0.56%
15,178 $959,000
Q1 2022

May 13, 2022

BUY
$75.69 - $95.53 $756 - $955
10 Added 0.07%
15,263 $1.29 Million
Q4 2021

Feb 14, 2022

BUY
$73.23 - $85.82 $659 - $772
9 Added 0.06%
15,253 $1.28 Million
Q3 2021

Nov 15, 2021

BUY
$66.68 - $77.38 $600 - $696
9 Added 0.06%
15,244 $1.11 Million
Q2 2021

Aug 16, 2021

BUY
$63.69 - $76.01 $717,404 - $856,176
11,264 Added 283.66%
15,235 $1.11 Million
Q1 2021

May 14, 2021

BUY
$51.54 - $67.65 $566 - $744
11 Added 0.28%
3,971 $259,000
Q4 2020

Feb 09, 2021

BUY
$36.75 - $53.04 $145,530 - $210,038
3,960 New
3,960 $210,000

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 $136B
  • 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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