Hcr Wealth Advisors Schwab Charles Corp Transaction History

Hcr Wealth Advisors

  • $757 Million
  • Q3 2024

A detailed history of Hcr Wealth Advisors transactions in Schwab Charles Corp stock. As of the latest transaction made, Hcr Wealth Advisors holds 12,974 shares of SCHW stock, worth $959,167. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,974
Previous 12,720 2.0%
Holding current value
$959,167
Previous $937,000 10.35%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Oct 10, 2024
BUY
$61.74 - $76.08 $15,681 - $19,324
254 Added 2.0%
12,974 $840,000
Q2 2024

Aug 06, 2024
SELL
$70.03 - $78.9 $116,459 - $131,210
-1,663 Reduced 11.56%
12,720 $937,000
Q1 2024

May 10, 2024
BUY
$61.89 - $72.38 $96,610 - $112,985
1,561 Added 12.17%
14,383 $1.04 Million
Q4 2023

Feb 09, 2024
BUY
$49.33 - $70.98 $146,707 - $211,094
2,974 Added 30.2%
12,822 $882,000
Q3 2023

Oct 20, 2023
SELL
$54.2 - $67.94 $297,503 - $372,922
-5,489 Reduced 35.79%
9,848 $540,000
Q2 2023

Aug 09, 2023
BUY
$47.37 - $57.14 $164,989 - $199,018
3,483 Added 29.38%
15,337 $869,000
Q1 2023

May 12, 2023
BUY
$51.91 - $85.6 $30,367 - $50,076
585 Added 5.19%
11,854 $620,000
Q4 2022

Feb 13, 2023
SELL
$67.43 - $83.26 $30,410 - $37,550
-451 Reduced 3.85%
11,269 $938,000
Q3 2022

Nov 07, 2022
SELL
$21.16 - $74.92 $634 - $2,247
-30 Reduced 0.26%
11,720 $842,000
Q2 2022

Aug 12, 2022
SELL
$59.99 - $83.83 $32,814 - $45,855
-547 Reduced 4.45%
11,750 $742,000
Q1 2022

May 05, 2022
SELL
$75.69 - $95.53 $37,542 - $47,382
-496 Reduced 3.88%
12,297 $1.04 Million
Q4 2021

Feb 04, 2022
SELL
$73.23 - $85.82 $51,480 - $60,331
-703 Reduced 5.21%
12,793 $1.08 Million
Q3 2021

Nov 02, 2021
SELL
$66.68 - $77.38 $11,935 - $13,851
-179 Reduced 1.31%
13,496 $983,000
Q2 2021

Jul 21, 2021
BUY
$63.69 - $76.01 $51,461 - $61,416
808 Added 6.28%
13,675 $996,000
Q1 2021

May 13, 2021
SELL
$51.54 - $67.65 $124,520 - $163,442
-2,416 Reduced 15.81%
12,867 $839,000
Q4 2020

Feb 04, 2021
BUY
$36.75 - $53.04 $3,601 - $5,197
98 Added 0.65%
15,283 $811,000
Q3 2020

Nov 05, 2020
BUY
$33.02 - $36.28 $33,416 - $36,715
1,012 Added 7.14%
15,185 $564,000
Q2 2020

Jul 30, 2020
BUY
$31.75 - $42.82 $16,287 - $21,966
513 Added 3.76%
14,173 $472,000
Q1 2020

May 08, 2020
BUY
$28.43 - $49.0 $4,406 - $7,595
155 Added 1.15%
13,660 $459,000
Q4 2019

Feb 07, 2020
SELL
$35.1 - $51.07 $174,201 - $253,460
-4,963 Reduced 26.87%
13,505 $642,000
Q3 2019

Nov 07, 2019
BUY
$36.12 - $44.28 $246,049 - $301,635
6,812 Added 58.44%
18,468 $768,000
Q2 2019

Jul 25, 2019
BUY
$39.15 - $46.26 $167,444 - $197,854
4,277 Added 57.96%
11,656 $468,000
Q1 2019

May 10, 2019
SELL
$40.72 - $47.98 $1.12 Million - $1.32 Million
-27,440 Reduced 78.81%
7,379 $374,000
Q4 2018

Jan 31, 2019
SELL
$38.25 - $52.17 $130,241 - $177,638
-3,405 Reduced 8.91%
34,819 $1.45 Million
Q3 2018

Nov 09, 2018
BUY
$49.15 - $54.22 $53,131 - $58,611
1,081 Added 2.91%
38,224 $1.73 Million
Q2 2018

Aug 14, 2018
BUY
$50.11 - $59.59 $137,501 - $163,514
2,744 Added 7.98%
37,143 $1.9 Million
Q1 2018

May 15, 2018
SELL
$48.9 - $57.76 $51,100 - $60,359
-1,045 Reduced 2.95%
34,399 $1.8 Million
Q4 2017

Feb 13, 2018
BUY
$43.27 - $52.28 $14,149 - $17,095
327 Added 0.93%
35,444 $1.82 Million
Q3 2017

Nov 13, 2017
BUY
$38.11 - $44.04 $36,509 - $42,190
958 Added 2.8%
35,117 $1.54 Million
Q2 2017

Aug 16, 2017
BUY
N/A
27,978 Added 452.65%
34,159 $1.47 Million
Q2 2017

Aug 15, 2017
BUY
N/A
6,181
6,181 $266,000

Others Institutions Holding SCHW

# of Institutions
2,081
Shares Held
1.44B
Call Options Held
16.9M
Put Options Held
22.3M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $134B
  • 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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