A detailed history of Highline Wealth Partners LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Highline Wealth Partners LLC holds 3,330 shares of SCHW stock, worth $239,393. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,330
Holding current value
$239,393
% of portfolio
0.07%

Shares

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

Oct 25, 2024

BUY
$61.74 - $76.08 $205,594 - $253,346
3,330 New
3,330 $216 Million
Q2 2024

Oct 28, 2024

SELL
$70.03 - $78.9 $26,541 - $29,903
-379 Reduced 11.38%
2,951 $217 Million
Q1 2024

Oct 28, 2024

SELL
$61.89 - $72.38 $23,765 - $27,793
-384 Reduced 11.53%
2,946 $213 Million
Q3 2023

Oct 28, 2024

BUY
$54.2 - $67.94 $158,264 - $198,384
2,920 Added 11230.77%
2,946 $162 Million
Q2 2023

Oct 29, 2024

SELL
$47.37 - $57.14 $18,190 - $21,941
-384 Reduced 11.53%
2,946 $167 Million
Q1 2023

Oct 28, 2024

SELL
$51.91 - $85.6 $171,510 - $282,822
-3,304 Reduced 99.22%
26 $1.36 Million
Q4 2022

Oct 29, 2024

SELL
$67.43 - $83.26 $222,046 - $274,175
-3,293 Reduced 98.89%
37 $3.08 Million
Q3 2022

Oct 29, 2024

SELL
$21.16 - $74.92 $69,679 - $246,711
-3,293 Reduced 98.89%
37 $2.66 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 $131B
  • 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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