A detailed history of Kb Financial Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Kb Financial Partners, LLC holds 524 shares of SCHW stock, worth $39,326. This represents 0.01% of its overall portfolio holdings.

Number of Shares
524
Previous 524 -0.0%
Holding current value
$39,326
Previous $30,000 3.33%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

SELL
$47.37 - $57.14 $731,298 - $882,127
-15,438 Reduced 96.72%
524 $30,000
Q1 2023

May 16, 2023

SELL
$51.91 - $85.6 $13,808 - $22,769
-266 Reduced 1.64%
15,962 $836,000
Q4 2022

Feb 17, 2023

SELL
$67.43 - $83.26 $56,776 - $70,104
-842 Reduced 4.93%
16,228 $1.35 Million
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $61,258 - $216,893
2,895 Added 20.42%
17,070 $1.23 Million
Q2 2022

Aug 11, 2022

SELL
$59.99 - $83.83 $2,279 - $3,185
-38 Reduced 0.27%
14,175 $896,000
Q1 2022

May 17, 2022

BUY
$75.69 - $95.53 $69,559 - $87,792
919 Added 6.91%
14,213 $1.2 Million
Q4 2021

Feb 18, 2022

BUY
$73.23 - $85.82 $385,043 - $451,241
5,258 Added 65.43%
13,294 $1.12 Million
Q3 2021

Nov 16, 2021

BUY
$66.68 - $77.38 $42,408 - $49,213
636 Added 8.59%
8,036 $585,000
Q2 2021

Aug 17, 2021

BUY
$63.69 - $76.01 $393,349 - $469,437
6,176 Added 504.58%
7,400 $539,000
Q1 2021

Jun 08, 2021

BUY
$51.54 - $67.65 $63,084 - $82,803
1,224 New
1,224 $80,000

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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