A detailed history of Ironwood Financial, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Ironwood Financial, LLC holds 10,002 shares of SCHW stock, worth $747,549. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,002
Previous 10,233 2.26%
Holding current value
$747,549
Previous $754,000 14.06%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Oct 16, 2024

SELL
$61.74 - $76.08 $14,261 - $17,574
-231 Reduced 2.26%
10,002 $648,000
Q2 2024

Jul 19, 2024

BUY
$70.03 - $78.9 $3,291 - $3,708
47 Added 0.46%
10,233 $754,000
Q1 2024

Apr 17, 2024

BUY
$61.89 - $72.38 $9,902 - $11,580
160 Added 1.6%
10,186 $736,000
Q3 2023

Oct 24, 2023

BUY
$54.2 - $67.94 $54 - $67
1 Added 0.01%
10,026 $550,000
Q2 2023

Jul 20, 2023

SELL
$47.37 - $57.14 $9,284 - $11,199
-196 Reduced 1.92%
10,025 $568,000
Q1 2023

Apr 14, 2023

BUY
$51.91 - $85.6 $57,620 - $95,016
1,110 Added 12.18%
10,221 $535,000
Q1 2021

Apr 28, 2021

BUY
$51.54 - $67.65 $469,580 - $616,359
9,111 New
9,111 $594,000

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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