A detailed history of Jb Capital LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Jb Capital LLC holds 48,210 shares of SCHW stock, worth $3.92 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
48,210
Previous 42,523 13.37%
Holding current value
$3.92 Million
Previous $3.13 Million 0.29%
% of portfolio
0.18%
Previous 0.2%

Shares

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

Oct 31, 2024

BUY
$61.74 - $76.08 $351,115 - $432,666
5,687 Added 13.37%
48,210 $3.12 Million
Q2 2024

Jul 24, 2024

BUY
$70.03 - $78.9 $504,005 - $567,843
7,197 Added 20.37%
42,523 $3.13 Million
Q1 2024

Apr 30, 2024

BUY
$61.89 - $72.38 $211,416 - $247,250
3,416 Added 10.71%
35,326 $2.56 Million
Q4 2023

Jan 22, 2024

SELL
$49.33 - $70.98 $1 Million - $1.45 Million
-20,358 Reduced 38.95%
31,910 $2.2 Million
Q3 2023

Oct 25, 2023

SELL
$54.2 - $67.94 $915,004 - $1.15 Million
-16,882 Reduced 24.41%
52,268 $2.87 Million
Q2 2023

Jul 25, 2023

BUY
$47.37 - $57.14 $6,347 - $7,656
134 Added 0.19%
69,150 $3.92 Million
Q1 2023

Apr 25, 2023

BUY
$51.91 - $85.6 $181,685 - $299,600
3,500 Added 5.34%
69,016 $3.62 Million
Q4 2022

Jan 23, 2023

BUY
$67.43 - $83.26 $192,040 - $237,124
2,848 Added 4.54%
65,516 $0
Q3 2022

Oct 14, 2022

BUY
$21.16 - $74.92 $1.33 Million - $4.7 Million
62,668 New
62,668 $4.5 Million

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 $148B
  • 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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