A detailed history of Inspire Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Inspire Advisors, LLC holds 19,130 shares of SCHW stock, worth $1.43 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
19,130
Previous 18,678 2.42%
Holding current value
$1.43 Million
Previous $1.38 Million 9.96%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Oct 17, 2024

BUY
$61.74 - $76.08 $27,906 - $34,388
452 Added 2.42%
19,130 $1.24 Million
Q2 2024

Aug 08, 2024

BUY
$70.03 - $78.9 $2,170 - $2,445
31 Added 0.17%
18,678 $1.38 Million
Q1 2024

May 07, 2024

BUY
$61.89 - $72.38 $81,447 - $95,252
1,316 Added 7.59%
18,647 $1.35 Million
Q4 2023

Feb 12, 2024

BUY
$49.33 - $70.98 $355,225 - $511,126
7,201 Added 71.09%
17,331 $1.19 Million
Q3 2023

Oct 26, 2023

BUY
$54.2 - $67.94 $93,874 - $117,672
1,732 Added 20.62%
10,130 $556,000
Q2 2023

Jul 31, 2023

BUY
$47.37 - $57.14 $397,813 - $479,861
8,398 New
8,398 $475,000
Q1 2021

Apr 30, 2021

SELL
$51.54 - $67.65 $5,566 - $7,306
-108 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$36.75 - $53.04 $3,969 - $5,728
108 New
108 $6,000

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
Track This Portfolio

Track Inspire Advisors, LLC Portfolio

Follow Inspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Inspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspire Advisors, LLC with notifications on news.