A detailed history of Global Trust Asset Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Global Trust Asset Management, LLC holds 71 shares of SCHW stock, worth $5,036. This represents 0.0% of its overall portfolio holdings.

Number of Shares
71
Previous 171 58.48%
Holding current value
$5,036
Previous $12,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$61.74 - $76.08 $6,174 - $7,608
-100 Reduced 58.48%
71 $4,000
Q1 2024

Apr 12, 2024

BUY
$61.89 - $72.38 $6,189 - $7,238
100 Added 140.85%
171 $12,000
Q4 2023

Jan 16, 2024

SELL
$49.33 - $70.98 $9,619 - $13,841
-195 Reduced 73.31%
71 $4,000
Q3 2023

Oct 12, 2023

SELL
$54.2 - $67.94 $13,821 - $17,324
-255 Reduced 48.94%
266 $14,000
Q2 2023

Jul 24, 2023

BUY
$47.37 - $57.14 $21,316 - $25,713
450 Added 633.8%
521 $29,000
Q1 2023

Apr 14, 2023

SELL
$51.91 - $85.6 $31,145 - $51,360
-600 Reduced 89.42%
71 $3,000
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $40,458 - $49,956
600 Added 845.07%
671 $55,000
Q1 2022

Apr 12, 2022

SELL
$75.69 - $95.53 $105,966 - $133,742
-1,400 Reduced 95.17%
71 $6,000
Q4 2021

Jan 18, 2022

BUY
$73.23 - $85.82 $102,522 - $120,147
1,400 Added 1971.83%
1,471 $124,000
Q3 2019

Oct 15, 2019

SELL
$36.12 - $44.28 $7,151 - $8,767
-198 Reduced 73.61%
71 $3,000
Q1 2019

Apr 05, 2019

SELL
$40.72 - $47.98 $9,406 - $11,083
-231 Reduced 46.2%
269 $12,000
Q3 2018

Oct 16, 2018

BUY
$49.15 - $54.22 $3,489 - $3,849
71 Added 16.55%
500 $25,000
Q4 2017

Feb 02, 2018

BUY
$43.27 - $52.28 $18,562 - $22,428
429
429 $22,000

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 $129B
  • 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 Global Trust Asset Management, LLC Portfolio

Follow Global Trust Asset Management, LLC 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 Global Trust Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Trust Asset Management, LLC with notifications on news.