Hudson Valley Investment Advisors Inc Schwab Charles Corp Transaction History

Hudson Valley Investment Advisors Inc

$903 Million
Q3 2024

A detailed history of Hudson Valley Investment Advisors Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Hudson Valley Investment Advisors Inc holds 49,957 shares of SCHW stock, worth $3.71 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

49,957

Holding current value

$3.71 Million

% of portfolio

0.36%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$61.74 - $76.08 $3.08 Million - $3.8 Million	49,957 New	49,957 $3.24 Million
Q2 2022 Jul 18, 2022	BUY	$59.99 - $83.83 $179 - $251	3 Added 0.09%	3,372 $213,000
Q1 2022 Apr 20, 2022	BUY	$75.69 - $95.53 $39,207 - $49,484	518 Added 18.17%	3,369 $284,000
Q2 2021 Jul 07, 2021	SELL	$63.69 - $76.01 $28,660 - $34,204	-450 Reduced 13.63%	2,851 $208,000
Q1 2021 Apr 23, 2021	BUY	$51.54 - $67.65 $170,133 - $223,312	3,301 New	3,301 $215,000
Q1 2020 Apr 29, 2020	SELL	$28.43 - $49.0 $146,158 - $251,909	-5,141 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$35.1 - $51.07 $3,334 - $4,851	-95 Reduced 1.81%	5,141 $245,000
Q3 2019 Oct 18, 2019	BUY	$36.12 - $44.28 $8,849 - $10,848	245 Added 4.91%	5,236 $219,000
Q2 2019 Jul 16, 2019	SELL	$39.15 - $46.26 $7,830 - $9,252	-200 Reduced 3.85%	4,991 $201,000
Q1 2019 Apr 10, 2019	SELL	$40.72 - $47.98 $166,789 - $196,526	-4,096 Reduced 44.1%	5,191 $222,000
Q4 2018 Jan 17, 2019	BUY	$38.25 - $52.17 $31,403 - $42,831	821 Added 9.7%	9,287 $386,000
Q2 2018 Jul 10, 2018	SELL	$50.11 - $59.59 $6,514 - $7,746	-130 Reduced 1.51%	8,466 $433,000
Q1 2018 Apr 12, 2018	SELL	$48.9 - $57.76 $14,670 - $17,328	-300 Reduced 3.37%	8,596 $449,000
Q4 2017 Jan 16, 2018	SELL	$43.27 - $52.28 $12,981 - $15,684	-300 Reduced 3.26%	8,896 $457,000
Q3 2017 Oct 13, 2017	BUY	$38.11 - $44.04 $350,459 - $404,991	9,196	9,196 $402,000

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

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $135B
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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Hudson Valley Investment Advisors Inc Schwab Charles Corp Transaction History