A detailed history of Fsb Premier Wealth Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 24,436 shares of SCHW stock, worth $1.83 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
24,436
Previous 18,595 31.41%
Holding current value
$1.83 Million
Previous $1.37 Million 15.55%
% of portfolio
0.68%
Previous 0.64%

Shares

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

Nov 14, 2024

BUY
$61.74 - $76.08 $360,623 - $444,383
5,841 Added 31.41%
24,436 $1.58 Million
Q2 2024

Aug 02, 2024

BUY
$70.03 - $78.9 $504,636 - $568,553
7,206 Added 63.27%
18,595 $1.37 Million
Q1 2024

May 10, 2024

BUY
$61.89 - $72.38 $178,243 - $208,454
2,880 Added 33.85%
11,389 $823,000
Q4 2023

Feb 08, 2024

BUY
$49.33 - $70.98 $134,078 - $192,923
2,718 Added 46.93%
8,509 $585,000
Q3 2023

Nov 14, 2023

BUY
$54.2 - $67.94 $62,384 - $78,198
1,151 Added 24.81%
5,791 $317,000
Q2 2023

Aug 11, 2023

BUY
$47.37 - $57.14 $17,290 - $20,856
365 Added 8.54%
4,640 $262,000
Q1 2023

May 04, 2023

SELL
$51.91 - $85.6 $36,752 - $60,604
-708 Reduced 14.21%
4,275 $223,000
Q4 2022

Feb 06, 2023

BUY
$67.43 - $83.26 $117,867 - $145,538
1,748 Added 54.03%
4,983 $414,000
Q3 2022

Nov 23, 2022

BUY
$21.16 - $74.92 $68,452 - $242,366
3,235 New
3,235 $232,000
Q1 2022

Apr 14, 2022

SELL
$75.69 - $95.53 $109,372 - $138,040
-1,445 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$73.23 - $85.82 $105,817 - $124,009
1,445 New
1,445 $121,000

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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