A detailed history of Koshinski Asset Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Koshinski Asset Management, Inc. holds 13,813 shares of SCHW stock, worth $1.14 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,813
Previous 14,115 2.14%
Holding current value
$1.14 Million
Previous $1.04 Million 13.94%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Oct 10, 2024

SELL
$61.74 - $76.08 $18,645 - $22,976
-302 Reduced 2.14%
13,813 $895,000
Q2 2024

Jul 12, 2024

BUY
$70.03 - $78.9 $265,343 - $298,952
3,789 Added 36.69%
14,115 $1.04 Million
Q1 2024

May 08, 2024

SELL
$61.89 - $72.38 $116,353 - $136,074
-1,880 Reduced 15.4%
10,326 $746,000
Q4 2023

Jan 29, 2024

SELL
$49.33 - $70.98 $155,734 - $224,083
-3,157 Reduced 20.55%
12,206 $839,000
Q3 2023

Oct 18, 2023

SELL
$54.2 - $67.94 $84,497 - $105,918
-1,559 Reduced 9.21%
15,363 $843,000
Q2 2023

Jul 28, 2023

SELL
$47.37 - $57.14 $206,201 - $248,730
-4,353 Reduced 20.46%
16,922 $959,000
Q1 2023

Apr 12, 2023

BUY
$51.91 - $85.6 $705,041 - $1.16 Million
13,582 Added 176.55%
21,275 $1.11 Million
Q4 2022

Jan 24, 2023

BUY
$67.43 - $83.26 $22,454 - $27,725
333 Added 4.52%
7,693 $0
Q3 2022

Oct 18, 2022

BUY
$21.16 - $74.92 $76,662 - $271,435
3,623 Added 96.95%
7,360 $529,000
Q2 2022

Jul 12, 2022

BUY
$59.99 - $83.83 $43,012 - $60,106
717 Added 23.74%
3,737 $236,000
Q1 2022

Apr 20, 2022

BUY
$75.69 - $95.53 $13,624 - $17,195
180 Added 6.34%
3,020 $255 Million
Q4 2021

Jan 14, 2022

BUY
$73.23 - $85.82 $5,199 - $6,093
71 Added 2.56%
2,840 $239 Million
Q3 2021

Oct 12, 2021

SELL
$66.68 - $77.38 $1.36 Million - $1.58 Million
-20,380 Reduced 88.04%
2,769 $201,000
Q4 2016

Jan 17, 2018

BUY
N/A
23,149
23,149 $914,000

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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