A detailed history of Greenwich Wealth Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Greenwich Wealth Management LLC holds 86,121 shares of SCHW stock, worth $6.93 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
86,121
Holding current value
$6.93 Million
% of portfolio
0.38%

Shares

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

Oct 29, 2024

BUY
$61.74 - $76.08 $5.32 Million - $6.55 Million
86,121 New
86,121 $5.58 Million
Q4 2022

Feb 06, 2023

BUY
$67.43 - $83.26 $33,310 - $41,130
494 Added 0.1%
480,866 $40 Million
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $6,728 - $23,824
318 Added 0.07%
480,372 $34.5 Million
Q2 2022

Aug 08, 2022

BUY
$59.99 - $83.83 $9,298 - $12,993
155 Added 0.03%
480,054 $30.3 Million
Q1 2022

May 11, 2022

SELL
$75.69 - $95.53 $2,195 - $2,770
-29 Reduced 0.01%
479,899 $40.5 Million
Q4 2021

Jan 28, 2022

SELL
$73.23 - $85.82 $2,855 - $3,346
-39 Reduced 0.01%
479,928 $40.4 Million
Q3 2021

Oct 19, 2021

BUY
$66.68 - $77.38 $1,133 - $1,315
17 Added 0.0%
479,967 $35 Million
Q2 2021

Jul 27, 2021

BUY
$63.69 - $76.01 $1,719 - $2,052
27 Added 0.01%
479,950 $34.9 Million
Q1 2021

May 06, 2021

SELL
$51.54 - $67.65 $1,082 - $1,420
-21 Reduced -0.0%
479,923 $31.3 Million
Q4 2020

Feb 12, 2021

BUY
$36.75 - $53.04 $17.6 Million - $25.5 Million
479,944 New
479,944 $25.5 Million
Q4 2019

Feb 10, 2020

SELL
$35.1 - $51.07 $23.2 Million - $33.8 Million
-661,980 Closed
0 $0
Q3 2019

Nov 12, 2019

SELL
$36.12 - $44.28 $420,183 - $515,109
-11,633 Reduced 1.73%
661,980 $27.7 Million
Q2 2019

Aug 13, 2019

BUY
$39.15 - $46.26 $1,879 - $2,220
48 Added 0.01%
673,613 $27.1 Million
Q4 2018

Feb 11, 2019

BUY
$38.25 - $52.17 $4.66 Million - $6.36 Million
121,856 Added 22.09%
673,565 $28 Million
Q3 2018

Nov 07, 2018

BUY
$49.15 - $54.22 $382,337 - $421,777
7,779 Added 1.43%
551,709 $27.1 Million
Q2 2018

Jul 25, 2018

SELL
$50.11 - $59.59 $6.49 Million - $7.72 Million
-129,527 Reduced 19.23%
543,930 $27.8 Million
Q1 2018

May 02, 2018

BUY
$48.9 - $57.76 $26.1 Million - $30.8 Million
532,874 Added 379.05%
673,457 $35.2 Million
Q4 2017

Feb 07, 2018

SELL
$43.27 - $52.28 $23.1 Million - $27.9 Million
-533,184 Reduced 79.13%
140,583 $7.22 Million
Q3 2017

Nov 14, 2017

BUY
$38.11 - $44.04 $19.4 Million - $22.4 Million
508,359 Added 307.34%
673,767 $29.5 Million
Q2 2017

Aug 14, 2017

BUY
N/A
165,408
165,408 $7.11 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 $146B
  • 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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