A detailed history of Institute For Wealth Management, Llc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,660 shares of SCHW stock, worth $615,726. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,660
Previous 8,539 1.42%
Holding current value
$615,726
Previous $617,000 3.4%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Jul 25, 2024

BUY
$70.03 - $78.9 $8,473 - $9,546
121 Added 1.42%
8,660 $638,000
Q1 2024

Apr 30, 2024

BUY
$61.89 - $72.38 $88,564 - $103,575
1,431 Added 20.13%
8,539 $617,000
Q4 2023

Jan 31, 2024

BUY
$49.33 - $70.98 $77,053 - $110,870
1,562 Added 28.16%
7,108 $489,000
Q3 2023

Oct 13, 2023

SELL
$54.2 - $67.94 $14,092 - $17,664
-260 Reduced 4.48%
5,546 $304,000
Q2 2023

Jul 25, 2023

BUY
$47.37 - $57.14 $61,486 - $74,167
1,298 Added 28.79%
5,806 $329,000
Q1 2023

Apr 20, 2023

BUY
$51.91 - $85.6 $11,679 - $19,260
225 Added 5.25%
4,508 $236,000
Q4 2022

Feb 02, 2023

SELL
$67.43 - $83.26 $3,169 - $3,913
-47 Reduced 1.09%
4,283 $356,000
Q3 2022

Oct 18, 2022

SELL
$21.16 - $74.92 $634 - $2,247
-30 Reduced 0.69%
4,330 $311,000
Q2 2022

Jul 25, 2022

BUY
$59.99 - $83.83 $8,518 - $11,903
142 Added 3.37%
4,360 $275,000
Q1 2022

Apr 29, 2022

BUY
$75.69 - $95.53 $4,465 - $5,636
59 Added 1.42%
4,218 $356,000
Q4 2021

Jan 21, 2022

BUY
$73.23 - $85.82 $9,300 - $10,899
127 Added 3.15%
4,159 $350,000
Q2 2021

Jul 21, 2021

SELL
$63.69 - $76.01 $4,139 - $4,940
-65 Reduced 1.59%
4,032 $294,000
Q1 2021

May 04, 2021

SELL
$51.54 - $67.65 $1,546 - $2,029
-30 Reduced 0.73%
4,097 $267,000
Q4 2020

Feb 01, 2021

BUY
$36.75 - $53.04 $151,667 - $218,896
4,127 New
4,127 $219,000
Q1 2018

May 15, 2018

SELL
$48.9 - $57.76 $209,438 - $247,386
-4,283 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$43.27 - $52.28 $185,325 - $223,915
4,283 New
4,283 $220,000
Q3 2017

Nov 14, 2017

SELL
$38.11 - $44.04 $198,210 - $229,052
-5,201 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
5,201
5,201 $222,000

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 $129B
  • 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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