A detailed history of Gm Advisory Group, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Gm Advisory Group, Inc. holds 19,986 shares of SCHW stock, worth $1.61 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
19,986
Previous 20,386 1.96%
Holding current value
$1.61 Million
Previous $1.5 Million 13.78%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Nov 12, 2024

SELL
$61.74 - $76.08 $24,696 - $30,432
-400 Reduced 1.96%
19,986 $1.3 Million
Q2 2024

Aug 12, 2024

SELL
$70.03 - $78.9 $24,230 - $27,299
-346 Reduced 1.67%
20,386 $1.5 Million
Q1 2024

May 09, 2024

SELL
$61.89 - $72.38 $14,172 - $16,575
-229 Reduced 1.09%
20,732 $1.5 Million
Q4 2023

Feb 12, 2024

BUY
$49.33 - $70.98 $36,997 - $53,235
750 Added 3.71%
20,961 $1.44 Million
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $525,740 - $659,018
9,700 Added 92.28%
20,211 $1.11 Million
Q2 2023

Aug 14, 2023

SELL
$47.37 - $57.14 $414,487 - $499,975
-8,750 Reduced 45.43%
10,511 $595,000
Q1 2023

May 12, 2023

BUY
$51.91 - $85.6 $999,838 - $1.65 Million
19,261 New
19,261 $1.01 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 $147B
  • 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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