A detailed history of Great Lakes Retirement, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Great Lakes Retirement, Inc. holds 142,450 shares of SCHW stock, worth $10.6 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
142,450
Previous 135,347 5.25%
Holding current value
$10.6 Million
Previous $9.97 Billion 7.43%
% of portfolio
1.18%
Previous 1.37%

Shares

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

Oct 22, 2024

BUY
$61.74 - $76.08 $438,539 - $540,396
7,103 Added 5.25%
142,450 $9.23 Billion
Q2 2024

Aug 09, 2024

BUY
$70.03 - $78.9 $619,485 - $697,949
8,846 Added 6.99%
135,347 $9.97 Billion
Q1 2024

May 09, 2024

SELL
$61.89 - $72.38 $367,007 - $429,213
-5,930 Reduced 4.48%
126,501 $9.15 Billion
Q4 2023

Jan 18, 2024

BUY
$49.33 - $70.98 $617,512 - $888,527
12,518 Added 10.44%
132,431 $9.11 Billion
Q3 2023

Oct 19, 2023

BUY
$54.2 - $67.94 $421,513 - $528,369
7,777 Added 6.94%
119,913 $6.58 Billion
Q2 2023

Aug 03, 2023

BUY
$47.37 - $57.14 $4.81 Million - $5.81 Million
101,605 Added 964.82%
112,136 $6.36 Billion
Q1 2023

May 09, 2023

BUY
$51.91 - $85.6 $44,123 - $72,760
850 Added 8.78%
10,531 $552 Million
Q4 2022

Mar 06, 2023

BUY
$67.43 - $83.26 $94,064 - $116,147
1,395 Added 16.84%
9,681 $806 Million
Q1 2020

Jun 04, 2020

SELL
$28.43 - $49.0 $4,065 - $7,007
-143 Reduced 1.7%
8,286 $280,000
Q4 2019

Feb 18, 2020

BUY
$35.1 - $51.07 $295,857 - $430,469
8,429 New
8,429 $403,000

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 $136B
  • 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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