A detailed history of Index Fund Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Index Fund Advisors, Inc. holds 8,704 shares of SCHW stock, worth $650,536. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,704
Previous 8,704 -0.0%
Holding current value
$650,536
Previous $641,000 12.01%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$61.89 - $72.38 $59,290 - $69,340
958 Added 12.37%
8,704 $629,000
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $25,256 - $36,341
512 Added 7.08%
7,746 $532,000
Q3 2023

Oct 20, 2023

SELL
$54.2 - $67.94 $2,710 - $3,397
-50 Reduced 0.69%
7,234 $397,000
Q2 2023

Aug 10, 2023

BUY
$47.37 - $57.14 $2,368 - $2,857
50 Added 0.69%
7,284 $412,000
Q1 2023

Apr 21, 2023

BUY
$51.91 - $85.6 $71,168 - $117,357
1,371 Added 23.38%
7,234 $378,000
Q4 2022

Jan 23, 2023

BUY
$67.43 - $83.26 $41,739 - $51,537
619 Added 11.8%
5,863 $488,000
Q1 2022

Apr 25, 2022

BUY
$75.69 - $95.53 $77,960 - $98,395
1,030 Added 24.44%
5,244 $442,000
Q4 2021

Jan 26, 2022

BUY
$73.23 - $85.82 $308,591 - $361,645
4,214 New
4,214 $354,000

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 $136B
  • 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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