A detailed history of Hfr Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Hfr Wealth Management, LLC holds 176,916 shares of SCHW stock, worth $14.4 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
176,916
Previous 174,753 1.24%
Holding current value
$14.4 Million
Previous $12.9 Million 10.97%
% of portfolio
2.79%
Previous 3.29%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $133,543 - $164,561
2,163 Added 1.24%
176,916 $11.5 Million
Q2 2024

Aug 13, 2024

BUY
$70.03 - $78.9 $26,121 - $29,429
373 Added 0.21%
174,753 $12.9 Million
Q1 2024

May 13, 2024

SELL
$61.89 - $72.38 $37,381 - $43,717
-604 Reduced 0.35%
174,380 $12.6 Million
Q4 2023

Feb 13, 2024

BUY
$49.33 - $70.98 $97,920 - $140,895
1,985 Added 1.15%
174,984 $12 Million
Q3 2023

Nov 13, 2023

SELL
$54.2 - $67.94 $257,016 - $322,171
-4,742 Reduced 2.67%
172,999 $9.5 Million
Q2 2023

Aug 07, 2023

SELL
$47.37 - $57.14 $5,021 - $6,056
-106 Reduced 0.06%
177,741 $10.1 Million
Q1 2023

May 12, 2023

BUY
$51.91 - $85.6 $1.8 Million - $2.96 Million
34,630 Added 24.18%
177,847 $9.32 Million
Q4 2022

Feb 13, 2023

SELL
$67.43 - $83.26 $88,872 - $109,736
-1,318 Reduced 0.91%
143,217 $11.9 Million
Q3 2022

Nov 07, 2022

SELL
$21.16 - $74.92 $43,229 - $153,061
-2,043 Reduced 1.39%
144,535 $10.4 Million
Q2 2022

Aug 11, 2022

BUY
$59.99 - $83.83 $1.58 Million - $2.21 Million
26,373 Added 21.94%
146,578 $9.26 Million
Q1 2022

May 10, 2022

SELL
$75.69 - $95.53 $2.34 Million - $2.95 Million
-30,906 Reduced 20.45%
120,205 $10.1 Million
Q4 2021

Feb 07, 2022

BUY
$73.23 - $85.82 $293,066 - $343,451
4,002 Added 2.72%
151,111 $12.7 Million
Q3 2021

Nov 10, 2021

BUY
$66.68 - $77.38 $43,408 - $50,374
651 Added 0.44%
147,109 $10.7 Million
Q2 2021

Aug 12, 2021

BUY
$63.69 - $76.01 $9.33 Million - $11.1 Million
146,458 New
146,458 $10.7 Million

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 $148B
  • 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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