A detailed history of Jones Financial Companies Lllp transactions in Schwab Charles Corp stock. As of the latest transaction made, Jones Financial Companies Lllp holds 15,537 shares of SCHW stock, worth $1.28 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,537
Previous 5,216 197.87%
Holding current value
$1.28 Million
Previous $384,000 161.98%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $637,218 - $785,221
10,321 Added 197.87%
15,537 $1.01 Million
Q2 2024

Aug 14, 2024

BUY
$70.03 - $78.9 $307,081 - $345,976
4,385 Added 527.68%
5,216 $384,000
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $30,078 - $35,176
486 Added 140.87%
831 $60,000
Q4 2023

Feb 13, 2024

SELL
$49.33 - $70.98 $1,085 - $1,561
-22 Reduced 5.99%
345 $23,000
Q3 2023

Nov 14, 2023

SELL
$54.2 - $67.94 $109,538 - $137,306
-2,021 Reduced 84.63%
367 $20,000
Q2 2023

Aug 09, 2023

BUY
$47.37 - $57.14 $99,098 - $119,536
2,092 Added 706.76%
2,388 $135,000
Q1 2023

May 11, 2023

SELL
$51.91 - $85.6 $882 - $1,455
-17 Reduced 5.43%
296 $15,000
Q4 2022

Feb 13, 2023

BUY
$67.43 - $83.26 $1,685 - $2,081
25 Added 8.68%
313 $26,000
Q3 2022

Nov 03, 2022

SELL
$21.16 - $74.92 $2,771 - $9,814
-131 Reduced 31.26%
288 $21,000
Q2 2022

Aug 08, 2022

BUY
$59.99 - $83.83 $25,135 - $35,124
419 New
419 $26,000
Q1 2022

May 02, 2022

SELL
$75.69 - $95.53 $5,373 - $6,782
-71 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$73.23 - $85.82 $3,734 - $4,376
-51 Reduced 41.8%
71 $6,000
Q2 2021

Aug 12, 2021

BUY
$63.69 - $76.01 $4,203 - $5,016
66 Added 117.86%
122 $9,000
Q1 2021

Apr 30, 2021

SELL
$51.54 - $67.65 $3,504 - $4,600
-68 Reduced 54.84%
56 $4,000
Q4 2020

Feb 08, 2021

BUY
$36.75 - $53.04 $4,557 - $6,576
124 New
124 $7,000

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 $150B
  • 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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