A detailed history of Keystone Financial Services transactions in Schwab Charles Corp stock. As of the latest transaction made, Keystone Financial Services holds 17,100 shares of SCHW stock, worth $1.22 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
17,100
Previous 15,615 9.51%
Holding current value
$1.22 Million
Previous $1.13 Million 11.6%
% of portfolio
0.53%
Previous 0.5%

Shares

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

Jul 23, 2024

BUY
$70.03 - $78.9 $103,994 - $117,166
1,485 Added 9.51%
17,100 $1.26 Million
Q1 2024

Jun 13, 2024

BUY
$61.89 - $72.38 $268,107 - $313,550
4,332 Added 38.39%
15,615 $1.13 Million
Q4 2023

Jan 29, 2024

BUY
$49.33 - $70.98 $14,749 - $21,223
299 Added 2.72%
11,283 $776,000
Q3 2023

Nov 07, 2023

BUY
$54.2 - $67.94 $107,424 - $134,657
1,982 Added 22.02%
10,984 $603,000
Q2 2023

Aug 02, 2023

BUY
$47.37 - $57.14 $44,054 - $53,140
930 Added 11.52%
9,002 $510,000
Q1 2023

Apr 28, 2023

BUY
$51.91 - $85.6 $21,231 - $35,010
409 Added 5.34%
8,072 $422,000
Q4 2022

Feb 01, 2023

BUY
$67.43 - $83.26 $41,199 - $50,871
611 Added 8.66%
7,663 $638,000
Q3 2022

Oct 28, 2022

SELL
$21.16 - $74.92 $1,967 - $6,967
-93 Reduced 1.3%
7,052 $546,000
Q2 2022

Aug 03, 2022

BUY
$59.99 - $83.83 $29,935 - $41,831
499 Added 7.51%
7,145 $483,000
Q1 2022

May 10, 2022

SELL
$75.69 - $95.53 $6,509 - $8,215
-86 Reduced 1.28%
6,646 $560,000
Q4 2021

Feb 01, 2022

BUY
$73.23 - $85.82 $492,984 - $577,740
6,732 New
6,732 $566,000

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 $129B
  • 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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