A detailed history of Glass Jacobson Investment Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 616 shares of SCHW stock, worth $50,056. This represents 0.01% of its overall portfolio holdings.

Number of Shares
616
Previous 615 0.16%
Holding current value
$50,056
Previous $45.3 Million 11.96%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 15, 2024

BUY
$61.74 - $76.08 $61 - $76
1 Added 0.16%
616 $39.9 Million
Q1 2024

Apr 26, 2024

BUY
$61.89 - $72.38 $990 - $1,158
16 Added 2.67%
615 $44.5 Million
Q4 2023

Jan 22, 2024

BUY
$49.33 - $70.98 $13,220 - $19,022
268 Added 80.97%
599 $41.2 Million
Q3 2023

Nov 07, 2023

BUY
$54.2 - $67.94 $54 - $67
1 Added 0.3%
331 $18.1 Million
Q2 2023

Jul 25, 2023

BUY
$47.37 - $57.14 $6,963 - $8,399
147 Added 80.33%
330 $18.7 Million
Q4 2022

Feb 06, 2023

BUY
$67.43 - $83.26 $12,339 - $15,236
183 New
183 $15.2 Million

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 $148B
  • 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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