A detailed history of Garde Capital, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Garde Capital, Inc. holds 1,788 shares of SCHW stock, worth $147,688. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,788
Previous 3,038 41.15%
Holding current value
$147,688
Previous $219,000 39.73%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Aug 19, 2024

SELL
$70.03 - $78.9 $87,537 - $98,625
-1,250 Reduced 41.15%
1,788 $132,000
Q1 2024

May 29, 2024

BUY
$61.89 - $72.38 $84,974 - $99,377
1,373 Added 82.46%
3,038 $219,000
Q4 2023

Feb 21, 2024

SELL
$49.33 - $70.98 $73,896 - $106,328
-1,498 Reduced 47.36%
1,665 $115,000
Q3 2023

Nov 17, 2023

SELL
$54.2 - $67.94 $281,569 - $352,948
-5,195 Reduced 62.16%
3,163 $174,000
Q2 2023

Aug 28, 2023

BUY
$47.37 - $57.14 $20,369 - $24,570
430 Added 5.42%
8,358 $474,000
Q1 2023

May 24, 2023

BUY
$51.91 - $85.6 $89,337 - $147,317
1,721 Added 27.73%
7,928 $415,000
Q4 2022

Feb 24, 2023

BUY
$67.43 - $83.26 $179,363 - $221,471
2,660 Added 74.99%
6,207 $517,000
Q3 2022

Nov 30, 2022

SELL
$21.16 - $74.92 $83,010 - $293,911
-3,923 Reduced 52.52%
3,547 $255,000
Q2 2022

Aug 23, 2022

BUY
$59.99 - $83.83 $448,125 - $626,210
7,470 New
7,470 $472,000
Q4 2018

Feb 20, 2019

SELL
$38.25 - $52.17 $192,091 - $261,997
-5,022 Closed
0 $0
Q4 2017

Feb 23, 2018

SELL
$43.27 - $52.28 $16,832 - $20,336
-389 Reduced 7.19%
5,022 $258,000
Q3 2017

Nov 17, 2017

BUY
$38.11 - $44.04 $206,213 - $238,300
5,411
5,411 $237,000

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 $150B
  • 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
Track This Portfolio

Track Garde Capital, Inc. Portfolio

Follow Garde Capital, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Garde Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Garde Capital, Inc. with notifications on news.