A detailed history of Harfst & Associates, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Harfst & Associates, Inc. holds 46,483 shares of SCHW stock, worth $3.49 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
46,483
Previous 44,728 3.92%
Holding current value
$3.49 Million
Previous $3.3 Million 8.62%
% of portfolio
0.68%
Previous 0.77%

Shares

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

Oct 18, 2024

BUY
$61.74 - $76.08 $108,353 - $133,520
1,755 Added 3.92%
46,483 $3.01 Million
Q2 2024

Aug 01, 2024

SELL
$70.03 - $78.9 $57,004 - $64,224
-814 Reduced 1.79%
44,728 $3.3 Million
Q1 2024

Apr 22, 2024

SELL
$61.89 - $72.38 $30,326 - $35,466
-490 Reduced 1.06%
45,542 $3.29 Million
Q4 2023

Feb 07, 2024

BUY
$49.33 - $70.98 $22,494 - $32,366
456 Added 1.0%
46,032 $3.17 Million
Q3 2023

Nov 07, 2023

BUY
$54.2 - $67.94 $46,666 - $58,496
861 Added 1.93%
45,576 $2.5 Million
Q2 2023

Aug 07, 2023

BUY
$47.37 - $57.14 $607,283 - $732,534
12,820 Added 40.19%
44,715 $2.53 Million
Q1 2023

May 10, 2023

SELL
$51.91 - $85.6 $3,633 - $5,992
-70 Reduced 0.22%
31,895 $1.67 Million
Q4 2022

Feb 13, 2023

BUY
$67.43 - $83.26 $606 - $749
9 Added 0.03%
31,965 $2.66 Million
Q3 2022

Oct 27, 2022

BUY
$21.16 - $74.92 $79,032 - $279,826
3,735 Added 13.23%
31,956 $2.3 Million
Q2 2022

Jul 28, 2022

BUY
$59.99 - $83.83 $93,584 - $130,774
1,560 Added 5.85%
28,221 $1.78 Million
Q1 2022

Apr 28, 2022

BUY
$75.69 - $95.53 $70,921 - $89,511
937 Added 3.64%
26,661 $2.25 Million
Q4 2021

Feb 07, 2022

BUY
$73.23 - $85.82 $263,115 - $308,351
3,593 Added 16.24%
25,724 $2.16 Million
Q3 2021

Oct 28, 2021

BUY
$66.68 - $77.38 $5,201 - $6,035
78 Added 0.35%
22,131 $1.61 Million
Q2 2021

Aug 11, 2021

SELL
$63.69 - $76.01 $233,551 - $278,728
-3,667 Reduced 14.26%
22,053 $1.61 Million
Q1 2021

May 10, 2021

BUY
$51.54 - $67.65 $123,747 - $162,427
2,401 Added 10.3%
25,720 $1.68 Million
Q4 2020

Jan 25, 2021

BUY
$36.75 - $53.04 $268,899 - $388,093
7,317 Added 45.73%
23,319 $1.24 Million
Q3 2020

Nov 04, 2020

SELL
$33.02 - $36.28 $8,056 - $8,852
-244 Reduced 1.5%
16,002 $579,000
Q2 2020

Aug 07, 2020

BUY
$31.75 - $42.82 $17,843 - $24,064
562 Added 3.58%
16,246 $548,000
Q1 2020

May 05, 2020

BUY
$28.43 - $49.0 $40,001 - $68,943
1,407 Added 9.86%
15,684 $527,000
Q4 2019

Feb 14, 2020

BUY
$35.1 - $51.07 $22,113 - $32,174
630 Added 4.62%
14,277 $679,000
Q3 2019

Nov 14, 2019

BUY
$36.12 - $44.28 $17,554 - $21,520
486 Added 3.69%
13,647 $570,000
Q2 2019

Aug 14, 2019

BUY
$39.15 - $46.26 $166,661 - $196,928
4,257 Added 47.81%
13,161 $528,000
Q1 2019

May 01, 2019

BUY
$40.72 - $47.98 $100,944 - $118,942
2,479 Added 38.58%
8,904 $380,000
Q4 2018

Feb 06, 2019

BUY
$38.25 - $52.17 $38,288 - $52,222
1,001 Added 18.46%
6,425 $266,000
Q3 2018

Oct 31, 2018

BUY
$49.15 - $54.22 $266,589 - $294,089
5,424 New
5,424 $266,000
Q3 2017

Nov 07, 2017

SELL
$38.11 - $44.04 $685 - $792
-18 Closed
0 $0
Q2 2017

Aug 11, 2017

BUY
N/A
18
18 $0

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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