Gpm Growth Investors, Inc. Schwab Charles Corp Transaction History

Gpm Growth Investors, Inc.

$204 Million
Q4 2023

A detailed history of Gpm Growth Investors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Gpm Growth Investors, Inc. holds 46,419 shares of SCHW stock, worth $3.03 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

46,419

Previous 46,730 0.67%

Holding current value

$3.03 Million

Previous $2.57 Million 24.48%

% of portfolio

1.57%

Previous 1.4%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	SELL	$49.33 - $70.98 $15,341 - $22,074	-311 Reduced 0.67%	46,419 $3.19 Million
Q3 2023 Oct 31, 2023	SELL	$54.2 - $67.94 $50,297 - $63,048	-928 Reduced 1.95%	46,730 $2.57 Million
Q2 2023 Jul 28, 2023	SELL	$47.37 - $57.14 $9,805 - $11,827	-207 Reduced 0.43%	47,658 $2.7 Million
Q1 2023 Apr 11, 2023	SELL	$51.91 - $85.6 $3.24 Million - $5.34 Million	-62,386 Reduced 56.59%	47,865 $2.51 Million
Q4 2022 Jan 10, 2023	SELL	$67.43 - $83.26 $8,765 - $10,823	-130 Reduced 0.12%	110,251 $0

Q3 2022 Oct 12, 2022	BUY	$21.16 - $74.92 $12,463 - $44,127	589 Added 0.54%	110,381 $7.93 Million
Q2 2022 Jul 12, 2022	BUY	$59.99 - $83.83 $21,596 - $30,178	360 Added 0.33%	109,792 $6.94 Million
Q1 2022 Apr 11, 2022	BUY	$75.69 - $95.53 $49,879 - $62,954	659 Added 0.61%	109,432 $9.23 Million
Q4 2021 Jan 18, 2022	SELL	$73.23 - $85.82 $51,261 - $60,073	-700 Reduced 0.64%	108,773 $9.15 Million
Q3 2021 Oct 20, 2021	BUY	$66.68 - $77.38 $72,681 - $84,344	1,090 Added 1.01%	109,473 $7.97 Million
Q2 2021 Aug 03, 2021	BUY	$63.69 - $76.01 $250,874 - $299,403	3,939 Added 3.77%	108,383 $7.89 Million
Q1 2021 Apr 23, 2021	BUY	$51.54 - $67.65 $1.79 Million - $2.35 Million	34,808 Added 49.99%	104,444 $6.81 Million
Q4 2020 Jan 19, 2021	BUY	$36.75 - $53.04 $2.56 Million - $3.69 Million	69,636 New	69,636 $3.69 Million

Others Institutions Holding SCHW

# of Institutions

2,079

Shares Held

1.49B

Call Options Held

18.2M

Put Options Held

27.8M

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 $119B
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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Gpm Growth Investors, Inc. Schwab Charles Corp Transaction History