A detailed history of La Fleur & Godfrey LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, La Fleur & Godfrey LLC holds 87,291 shares of SCHW stock, worth $6.7 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
87,291
Previous 96,171 9.23%
Holding current value
$6.7 Million
Previous $7.09 Million 20.17%
% of portfolio
0.78%
Previous 1.04%

Shares

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

Oct 16, 2024

SELL
$61.74 - $76.08 $548,251 - $675,590
-8,880 Reduced 9.23%
87,291 $5.66 Million
Q2 2024

Jul 23, 2024

SELL
$70.03 - $78.9 $345,528 - $389,292
-4,934 Reduced 4.88%
96,171 $7.09 Million
Q1 2024

Apr 23, 2024

SELL
$61.89 - $72.38 $707,093 - $826,941
-11,425 Reduced 10.15%
101,105 $7.31 Million
Q4 2023

Jan 18, 2024

SELL
$49.33 - $70.98 $491,573 - $707,315
-9,965 Reduced 8.14%
112,530 $7.74 Million
Q3 2023

Oct 18, 2023

BUY
$54.2 - $67.94 $205,960 - $258,172
3,800 Added 3.2%
122,495 $6.72 Million
Q2 2023

Jul 20, 2023

BUY
$47.37 - $57.14 $5.62 Million - $6.78 Million
118,695 New
118,695 $6.73 Million

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 $140B
  • 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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