A detailed history of Frisch Financial Group, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Frisch Financial Group, Inc. holds 16,394 shares of SCHW stock, worth $1.23 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
16,394
Previous 16,358 0.22%
Holding current value
$1.23 Million
Previous $1.21 Million 11.78%
% of portfolio
0.32%
Previous 0.37%

Shares

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

Nov 14, 2024

BUY
$61.74 - $76.08 $2,222 - $2,738
36 Added 0.22%
16,394 $1.06 Million
Q2 2024

Aug 09, 2024

SELL
$70.03 - $78.9 $29,272 - $32,980
-418 Reduced 2.49%
16,358 $1.21 Million
Q1 2024

May 15, 2024

SELL
$61.89 - $72.38 $517,771 - $605,531
-8,366 Reduced 33.27%
16,776 $1.21 Million
Q4 2023

Feb 12, 2024

SELL
$49.33 - $70.98 $446,337 - $642,227
-9,048 Reduced 26.46%
25,142 $1.73 Million
Q3 2023

Nov 14, 2023

BUY
$54.2 - $67.94 $393,817 - $493,652
7,266 Added 26.99%
34,190 $1.88 Million
Q2 2023

Aug 11, 2023

SELL
$47.37 - $57.14 $3,931 - $4,742
-83 Reduced 0.31%
26,924 $1.53 Million
Q1 2023

May 11, 2023

BUY
$51.91 - $85.6 $20,089 - $33,127
387 Added 1.45%
27,007 $1.42 Million
Q4 2022

Feb 13, 2023

BUY
$67.43 - $83.26 $17,329 - $21,397
257 Added 0.97%
26,620 $2.22 Million
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $7,003 - $24,798
331 Added 1.27%
26,363 $1.9 Million
Q2 2022

Aug 15, 2022

BUY
$59.99 - $83.83 $545,669 - $762,517
9,096 Added 53.71%
26,032 $1.65 Million
Q1 2022

May 10, 2022

SELL
$75.69 - $95.53 $681,058 - $859,578
-8,998 Reduced 34.7%
16,936 $1.43 Million
Q4 2021

Feb 09, 2022

SELL
$73.23 - $85.82 $9,446 - $11,070
-129 Reduced 0.49%
25,934 $1.43 Million
Q3 2021

Nov 15, 2021

SELL
$66.68 - $77.38 $37.6 Million - $43.6 Million
-563,605 Reduced 95.58%
26,063 $1.9 Million
Q3 2021

Nov 10, 2021

BUY
$66.68 - $77.38 $37.6 Million - $43.6 Million
563,302 Added 2136.47%
589,668 $8,000
Q2 2021

Aug 12, 2021

BUY
$63.69 - $76.01 $12,483 - $14,897
196 Added 0.75%
26,366 $1.92 Million
Q1 2021

May 13, 2021

BUY
$51.54 - $67.65 $693,522 - $910,298
13,456 Added 105.84%
26,170 $1.71 Million
Q4 2020

Jan 26, 2021

BUY
$36.75 - $53.04 $467,239 - $674,350
12,714 New
12,714 $674,000

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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