A detailed history of Gps Wealth Strategies Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 320 shares of SCHW stock, worth $24,563. This represents 0.0% of its overall portfolio holdings.

Number of Shares
320
Previous 322 0.62%
Holding current value
$24,563
Previous $23,000 13.04%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 29, 2024

SELL
$61.74 - $76.08 $123 - $152
-2 Reduced 0.62%
320 $20,000
Q2 2024

Jul 16, 2024

BUY
$70.03 - $78.9 $1,540 - $1,735
22 Added 7.33%
322 $23,000
Q2 2023

Jul 17, 2023

BUY
$47.37 - $57.14 $9,000 - $10,856
190 Added 172.73%
300 $17,000
Q1 2023

Apr 17, 2023

BUY
$51.91 - $85.6 $5,710 - $9,416
110 New
110 $5,000
Q4 2021

Feb 11, 2022

BUY
$73.23 - $85.82 $4,100 - $4,805
56 New
56 $5,000

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 $140B
  • 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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