Harel Insurance Investments & Financial Services Ltd. Schwab Charles Corp Transaction History

Harel Insurance Investments & Financial Services Ltd.

$5.8 Billion
Q3 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 17, 2023	BUY	$47.37 - $57.14 $183,795 - $221,703	3,880 New	3,880 $222,000
Q3 2022 Oct 31, 2022	BUY	$21.16 - $74.92 $77,445 - $274,207	3,660 New	3,660 $266,000
Q3 2021 Oct 25, 2021	SELL	$66.68 - $77.38 $1.4 Million - $1.62 Million	-20,936 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$63.69 - $76.01 $1.02 Million - $1.21 Million	15,981 Added 322.52%	20,936 $4.97 Million
Q1 2021 Apr 27, 2021	SELL	$51.54 - $67.65 $196,418 - $257,814	-3,811 Reduced 43.47%	4,955 $1.08 Million
Q4 2020 Jan 26, 2021	BUY	$36.75 - $53.04 $48,620 - $70,171	1,323 Added 17.78%	8,766 $1.32 Million
Q3 2020 Oct 20, 2020	BUY	$33.02 - $36.28 $162,755 - $178,824	4,929 Added 196.06%	7,443 $270,000
Q2 2020 Jul 14, 2020	SELL	$31.75 - $42.82 $42,005 - $56,650	-1,323 Reduced 34.48%	2,514 $85,000
Q1 2020 Apr 28, 2020	SELL	$28.43 - $49.0 $190,395 - $328,153	-6,697 Reduced 63.58%	3,837 $129,000
Q4 2019 Jan 23, 2020	BUY	$35.1 - $51.07 $323,306 - $470,405	9,211 Added 696.22%	10,534 $501,000
Q3 2019 Nov 06, 2019	SELL	$36.12 - $44.28 $201,007 - $246,418	-5,565 Reduced 80.79%	1,323 $55,000
Q2 2019 Jul 22, 2019	SELL	$39.15 - $46.26 $146,929 - $173,613	-3,753 Reduced 35.27%	6,888 $277,000
Q1 2019 Apr 18, 2019	BUY	$40.72 - $47.98 $26,101 - $30,755	641 Added 6.41%	10,641 $455,000
Q4 2018 Jan 29, 2019	BUY	$38.25 - $52.17 $382,500 - $521,700	10,000 New	10,000 $415,000

Others Institutions Holding SCHW

# of Institutions

2,081

Shares Held

1.44B

Call Options Held

16.9M

Put Options Held

22.3M

Toronto Dominion Bank Toronto, Ontario, A6

185M
Shares

$13.9 Billion
21.59% of portfolio
Vanguard Group Inc Valley Forge, PA

127M
Shares

$9.52 Billion
0.15% of portfolio
Black Rock Inc. New York, NY

101M
Shares

$7.55 Billion
0.17% of portfolio
Dodge & Cox San Francisco, CA

89.6M
Shares

$6.7 Billion
3.52% of portfolio
Price T Rowe Associates Inc Baltimore, MD

87.8M
Shares

$6.56 Billion
0.66% of portfolio

View Full List

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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