A detailed history of Larson Financial Group LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Larson Financial Group LLC holds 8,760 shares of SCHW stock, worth $654,722. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,760
Previous 1,824 380.26%
Holding current value
$654,722
Previous $134,000 323.13%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $428,228 - $527,690
6,936 Added 380.26%
8,760 $567,000
Q2 2024

Aug 02, 2024

SELL
$70.03 - $78.9 $54,553 - $61,463
-779 Reduced 29.93%
1,824 $134,000
Q1 2024

May 03, 2024

BUY
$61.89 - $72.38 $38,309 - $44,803
619 Added 31.2%
2,603 $188,000
Q4 2023

Feb 01, 2024

SELL
$49.33 - $70.98 $12,332 - $17,745
-250 Reduced 11.19%
1,984 $136,000
Q3 2023

Nov 03, 2023

BUY
$54.2 - $67.94 $101,625 - $127,387
1,875 Added 522.28%
2,234 $122,000
Q2 2023

Aug 03, 2023

SELL
$47.37 - $57.14 $14,400 - $17,370
-304 Reduced 45.85%
359 $20,000
Q1 2023

May 04, 2023

BUY
$51.91 - $85.6 $22,736 - $37,492
438 Added 194.67%
663 $34,000
Q4 2022

Feb 03, 2023

BUY
$67.43 - $83.26 $8,428 - $10,407
125 Added 125.0%
225 $18,000
Q2 2022

Aug 04, 2022

BUY
$59.99 - $83.83 $5,999 - $8,383
100 New
100 $6,000
Q4 2021

Feb 03, 2022

SELL
$73.23 - $85.82 $36,615 - $42,910
-500 Closed
0 $0
Q3 2021

Nov 04, 2021

BUY
$66.68 - $77.38 $33,340 - $38,690
500 New
500 $36,000

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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