A detailed history of Frank, Rimerman Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Frank, Rimerman Advisors LLC holds 14,069 shares of SCHW stock, worth $1.06 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,069
Previous 17,990 21.8%
Holding current value
$1.06 Million
Previous $1.33 Million 31.25%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Oct 24, 2024

SELL
$61.74 - $76.08 $242,082 - $298,309
-3,921 Reduced 21.8%
14,069 $911,000
Q2 2024

Aug 13, 2024

BUY
$70.03 - $78.9 $1.14 Million - $1.28 Million
16,232 Added 923.32%
17,990 $1.33 Million
Q1 2024

May 09, 2024

SELL
$61.89 - $72.38 $4,641 - $5,428
-75 Reduced 4.09%
1,758 $127,000
Q4 2023

Feb 13, 2024

BUY
$49.33 - $70.98 $90,421 - $130,106
1,833 New
1,833 $126 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 $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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