A detailed history of Horan Securities, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Horan Securities, Inc. holds 4,656 shares of SCHW stock, worth $301,755. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,656
Previous 4,658 0.04%
Holding current value
$301,755
Previous $336,000 2.08%
% of portfolio
0.15%
Previous 0.16%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$70.03 - $78.9 $140 - $157
-2 Reduced 0.04%
4,656 $343,000
Q1 2024

May 02, 2024

BUY
$61.89 - $72.38 $6,250 - $7,310
101 Added 2.22%
4,658 $336,000
Q4 2023

Feb 07, 2024

SELL
$49.33 - $70.98 $295 - $425
-6 Reduced 0.13%
4,557 $313,000
Q3 2023

Nov 01, 2023

BUY
$54.2 - $67.94 $4,823 - $6,046
89 Added 1.99%
4,563 $250,000
Q2 2023

Jul 27, 2023

BUY
$47.37 - $57.14 $200,422 - $241,759
4,231 Added 1741.15%
4,474 $253,000
Q1 2023

Apr 18, 2023

BUY
$51.91 - $85.6 $2,855 - $4,708
55 Added 29.26%
243 $12,000
Q4 2022

Jan 17, 2023

SELL
$67.43 - $83.26 $9,237 - $11,406
-137 Reduced 42.15%
188 $0
Q3 2022

Oct 12, 2022

SELL
$21.16 - $74.92 $317 - $1,123
-15 Reduced 4.41%
325 $23,000
Q2 2022

Jul 19, 2022

BUY
$59.99 - $83.83 $899 - $1,257
15 Added 4.62%
340 $21,000
Q1 2021

May 14, 2021

BUY
$51.54 - $67.65 $16,750 - $21,986
325 New
325 $21,000
Q3 2020

Nov 04, 2020

SELL
$33.02 - $36.28 $3,136 - $3,446
-95 Closed
0 $0
Q2 2020

Aug 11, 2020

BUY
$31.75 - $42.82 $3,016 - $4,067
95 New
95 $3,000

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 $118B
  • 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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