A detailed history of Hb Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Hb Wealth Management, LLC holds 47,145 shares of SCHW stock, worth $3.53 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
47,145
Previous 33,060 42.6%
Holding current value
$3.53 Million
Previous $2.44 Million 25.41%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024

BUY
$61.74 - $76.08 $869,607 - $1.07 Million
14,085 Added 42.6%
47,145 $3.06 Million
Q2 2024

Jul 26, 2024

BUY
$70.03 - $78.9 $487,969 - $549,775
6,968 Added 26.71%
33,060 $2.44 Million
Q1 2024

Apr 30, 2024

BUY
$61.89 - $72.38 $199,533 - $233,353
3,224 Added 14.1%
26,092 $1.89 Million
Q4 2023

Jan 16, 2024

SELL
$49.33 - $70.98 $21,310 - $30,663
-432 Reduced 1.85%
22,868 $1.57 Million
Q3 2023

Oct 13, 2023

BUY
$54.2 - $67.94 $44,606 - $55,914
823 Added 3.66%
23,300 $1.28 Million
Q2 2023

Jul 13, 2023

BUY
$47.37 - $57.14 $337,558 - $407,179
7,126 Added 46.42%
22,477 $1.27 Million
Q1 2023

Apr 13, 2023

BUY
$51.91 - $85.6 $136,782 - $225,555
2,635 Added 20.72%
15,351 $804,000
Q4 2022

Jan 20, 2023

BUY
$67.43 - $83.26 $297,973 - $367,925
4,419 Added 53.26%
12,716 $0
Q3 2022

Oct 19, 2022

BUY
$21.16 - $74.92 $34,469 - $122,044
1,629 Added 24.43%
8,297 $596,000
Q2 2022

Jul 15, 2022

BUY
$59.99 - $83.83 $47,032 - $65,722
784 Added 13.32%
6,668 $421,000
Q1 2022

May 16, 2022

BUY
$75.69 - $95.53 $179,688 - $226,788
2,374 Added 67.64%
5,884 $496,000
Q4 2021

Feb 15, 2022

BUY
$73.23 - $85.82 $257,037 - $301,228
3,510 New
3,510 $295,000

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 $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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