Gerber Kawasaki Wealth & Investment Management Schwab Charles Corp Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 08, 2023	SELL	$67.43 - $83.26 $89,412 - $110,402	-1,326 Reduced 19.92%	5,330 $443,000
Q3 2022 Nov 14, 2022	SELL	$21.16 - $74.92 $88,956 - $314,963	-4,204 Reduced 38.71%	6,656 $478,000
Q2 2022 Aug 04, 2022	SELL	$59.99 - $83.83 $1.01 Million - $1.41 Million	-16,874 Reduced 60.84%	10,860 $686,000
Q1 2022 May 12, 2022	BUY	$75.69 - $95.53 $1.91 Million - $2.41 Million	25,234 Added 1009.36%	27,734 $2.38 Million
Q4 2021 Feb 11, 2022	BUY	$73.23 - $85.82 $127,346 - $149,240	1,739 Added 228.52%	2,500 $234,000
Q3 2021 Nov 15, 2021	BUY	$66.68 - $77.38 $50,743 - $58,886	761 New	761 $54,000

Others Institutions Holding SCHW

# of Institutions

2,083

Shares Held

1.44B

Call Options Held

16.9M

Put Options Held

22.3M

Toronto Dominion Bank Toronto, Ontario, A6

185M
Shares

$13.7 Billion
21.59% of portfolio
Vanguard Group Inc Valley Forge, PA

127M
Shares

$9.42 Billion
0.15% of portfolio
Black Rock Inc. New York, NY

101M
Shares

$7.47 Billion
0.17% of portfolio
Dodge & Cox San Francisco, CA

89.6M
Shares

$6.63 Billion
3.52% of portfolio
Price T Rowe Associates Inc Baltimore, MD

87.8M
Shares

$6.5 Billion
0.66% of portfolio

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $134B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Account