A detailed history of Garrison Point Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Garrison Point Advisors, LLC holds 7,055 shares of SCHW stock, worth $582,743. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,055
Previous 7,055 -0.0%
Holding current value
$582,743
Previous $519,000 11.95%
% of portfolio
0.29%
Previous 0.35%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 17, 2023

SELL
$54.2 - $67.94 $2,710 - $3,397
-50 Reduced 0.7%
7,055 $387,000
Q2 2023

Jul 25, 2023

SELL
$47.37 - $57.14 $3,789 - $4,571
-80 Reduced 1.11%
7,105 $402,000
Q1 2022

May 06, 2022

SELL
$75.69 - $95.53 $7,947 - $10,030
-105 Reduced 1.44%
7,185 $606,000
Q1 2020

Apr 20, 2020

SELL
$28.43 - $49.0 $14,072 - $24,255
-495 Reduced 6.36%
7,290 $245,000
Q4 2019

Jan 24, 2020

SELL
$35.1 - $51.07 $35,802 - $52,091
-1,020 Reduced 11.58%
7,785 $370,000
Q3 2019

Nov 12, 2019

SELL
$36.12 - $44.28 $3,611 - $4,428
-100 Reduced 1.12%
8,805 $368,000
Q2 2019

Jul 30, 2019

BUY
$39.15 - $46.26 $195 - $231
5 Added 0.06%
8,905 $358,000
Q4 2018

Feb 11, 2019

BUY
$38.25 - $52.17 $340,425 - $464,313
8,900 New
8,900 $370,000

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
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