A detailed history of Harbour Investments, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Harbour Investments, Inc. holds 7,612 shares of SCHW stock, worth $612,461. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,612
Previous 7,119 6.93%
Holding current value
$612,461
Previous $524,000 5.92%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2024

BUY
$61.74 - $76.08 $30,437 - $37,507
493 Added 6.93%
7,612 $493,000
Q2 2024

Jul 26, 2024

SELL
$70.03 - $78.9 $17,577 - $19,803
-251 Reduced 3.41%
7,119 $524,000
Q1 2024

Jul 22, 2024

SELL
$61.89 - $72.38 $48,397 - $56,601
-782 Reduced 9.59%
7,370 $533,000
Q4 2023

Feb 16, 2024

BUY
$49.33 - $70.98 $15,489 - $22,287
314 Added 4.01%
8,152 $560,000
Q3 2023

Nov 15, 2023

SELL
$54.2 - $67.94 $53,441 - $66,988
-986 Reduced 11.17%
7,838 $430,000
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $43,580 - $52,568
920 Added 11.64%
8,824 $500,000
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $57,568 - $94,930
1,109 Added 16.32%
7,904 $414,000
Q4 2022

Feb 15, 2023

BUY
$67.43 - $83.26 $17,396 - $21,481
258 Added 3.95%
6,795 $565,000
Q2 2022

Aug 15, 2022

BUY
$59.99 - $83.83 $24,295 - $33,951
405 Added 6.6%
6,537 $413,000
Q4 2021

Feb 16, 2022

SELL
$73.23 - $85.82 $171,651 - $201,162
-2,344 Reduced 27.65%
6,132 $516,000
Q3 2021

Nov 15, 2021

SELL
$66.68 - $77.38 $5,334 - $6,190
-80 Reduced 0.94%
8,476 $617,000
Q2 2021

Aug 16, 2021

BUY
$63.69 - $76.01 $22,992 - $27,439
361 Added 4.41%
8,556 $623,000
Q1 2021

Aug 17, 2021

BUY
$51.54 - $67.65 $406,495 - $533,555
7,887 Added 2560.71%
8,195 $534,000
Q1 2021

May 12, 2021

BUY
$51.54 - $67.65 $15,874 - $20,836
308 New
308 $20,000

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 $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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