A detailed history of Great Valley Advisor Group, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 30,228 shares of SCHW stock, worth $2.27 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
30,228
Previous 25,163 20.13%
Holding current value
$2.27 Million
Previous $1.85 Million 5.66%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $312,713 - $385,345
5,065 Added 20.13%
30,228 $1.96 Million
Q2 2024

Jul 16, 2024

BUY
$70.03 - $78.9 $123,112 - $138,706
1,758 Added 7.51%
25,163 $1.85 Million
Q1 2024

May 03, 2024

BUY
$61.89 - $72.38 $49,635 - $58,048
802 Added 3.55%
23,405 $1.69 Million
Q4 2023

Feb 05, 2024

BUY
$49.33 - $70.98 $211,083 - $303,723
4,279 Added 23.35%
22,603 $1.56 Million
Q3 2023

Nov 06, 2023

BUY
$54.2 - $67.94 $148,833 - $186,563
2,746 Added 17.63%
18,324 $1.01 Million
Q2 2023

Aug 10, 2023

BUY
$47.37 - $57.14 $274,935 - $331,640
5,804 Added 59.38%
15,578 $882,000
Q1 2023

May 02, 2023

BUY
$51.91 - $85.6 $507,368 - $836,654
9,774 New
9,774 $511,000

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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