A detailed history of Kelly Lawrence W & Associates Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Kelly Lawrence W & Associates Inc holds 17,043 shares of SCHW stock, worth $1.25 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
17,043
Previous 17,043 -0.0%
Holding current value
$1.25 Million
Previous $1.26 Million 12.03%
% of portfolio
0.26%
Previous 0.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

SELL
$49.33 - $70.98 $1,233 - $1,774
-25 Reduced 0.15%
17,043 $1.17 Million
Q3 2022

Nov 15, 2022

SELL
$21.16 - $74.92 $3,174 - $11,238
-150 Reduced 0.87%
17,068 $1.23 Million
Q2 2022

Aug 15, 2022

SELL
$59.99 - $83.83 $4,499 - $6,287
-75 Reduced 0.43%
17,218 $1.09 Million
Q2 2021

Aug 16, 2021

SELL
$63.69 - $76.01 $11,145 - $13,301
-175 Reduced 1.0%
17,293 $1.26 Million
Q1 2021

May 17, 2021

BUY
$51.54 - $67.65 $77,310 - $101,475
1,500 Added 9.39%
17,468 $1.14 Million
Q4 2020

Feb 12, 2021

SELL
$36.75 - $53.04 $95,145 - $137,320
-2,589 Reduced 13.95%
15,968 $847,000
Q2 2019

Aug 14, 2019

BUY
$39.15 - $46.26 $39,150 - $46,260
1,000 Added 5.7%
18,557 $746,000
Q2 2018

Aug 14, 2018

SELL
$50.11 - $59.59 $2,505 - $2,979
-50 Reduced 0.28%
17,557 $897,000
Q1 2018

May 15, 2018

SELL
$48.9 - $57.76 $1,222 - $1,444
-25 Reduced 0.14%
17,607 $920,000
Q3 2017

Nov 15, 2017

BUY
$38.11 - $44.04 $671,955 - $776,513
17,632
17,632 $771,000

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 $134B
  • 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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