A detailed history of J.Safra Asset Management Corp transactions in Schwab Charles Corp stock. As of the latest transaction made, J.Safra Asset Management Corp holds 502 shares of SCHW stock, worth $40,255. This represents 0.0% of its overall portfolio holdings.

Number of Shares
502
Previous 502 -0.0%
Holding current value
$40,255
Previous $36,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 17, 2024

SELL
$70.03 - $78.9 $99,652 - $112,274
-1,423 Reduced 73.92%
502 $36,000
Q1 2024

May 09, 2024

SELL
$61.89 - $72.38 $2,846 - $3,329
-46 Reduced 2.33%
1,925 $139,000
Q4 2023

Feb 02, 2024

BUY
$49.33 - $70.98 $6,856 - $9,866
139 Added 7.59%
1,971 $135,000
Q3 2023

Nov 13, 2023

SELL
$54.2 - $67.94 $21,896 - $27,447
-404 Reduced 18.07%
1,832 $100,000
Q1 2023

May 12, 2023

BUY
$51.91 - $85.6 $116,070 - $191,401
2,236 New
2,236 $117,000
Q2 2022

Aug 01, 2022

SELL
$59.99 - $83.83 $2,219 - $3,101
-37 Closed
0 $0
Q1 2022

May 09, 2022

BUY
$75.69 - $95.53 $2,800 - $3,534
37 New
37 $0

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 $146B
  • 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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