A detailed history of H&H Retirement Design & Management Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 12,236 shares of SCHW stock, worth $1.01 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
12,236
Previous 12,435 1.6%
Holding current value
$1.01 Million
Previous $916,000 13.43%
% of portfolio
0.47%
Previous 0.58%

Shares

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

Oct 16, 2024

SELL
$61.74 - $76.08 $12,286 - $15,139
-199 Reduced 1.6%
12,236 $793,000
Q2 2024

Jul 23, 2024

BUY
$70.03 - $78.9 $23,880 - $26,904
341 Added 2.82%
12,435 $916,000
Q1 2024

Apr 23, 2024

BUY
$61.89 - $72.38 $748,497 - $875,363
12,094 New
12,094 $874,000
Q2 2023

Jul 14, 2023

BUY
$47.37 - $57.14 $189,480 - $228,560
4,000 Added 100.0%
8,000 $453,000
Q1 2023

Apr 14, 2023

BUY
$51.91 - $85.6 $207,640 - $342,400
4,000 New
4,000 $209,000

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 $150B
  • 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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