A detailed history of Legal Advantage Investments, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Legal Advantage Investments, Inc. holds 64,400 shares of SCHW stock, worth $4.94 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
64,400
Previous 61,800 4.21%
Holding current value
$4.94 Million
Previous $4.55 Million 8.37%
% of portfolio
2.4%
Previous 2.69%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $160,524 - $197,808
2,600 Added 4.21%
64,400 $4.17 Million
Q2 2024

Jul 11, 2024

SELL
$70.03 - $78.9 $196,084 - $220,920
-2,800 Reduced 4.33%
61,800 $4.55 Million
Q1 2024

Apr 22, 2024

BUY
$61.89 - $72.38 $142,347 - $166,474
2,300 Added 3.69%
64,600 $4.67 Million
Q4 2023

Jan 12, 2024

BUY
$49.33 - $70.98 $207,186 - $298,116
4,200 Added 7.23%
62,300 $4.29 Million
Q3 2023

Oct 25, 2023

BUY
$54.2 - $67.94 $54,200 - $67,940
1,000 Added 1.75%
58,100 $3.19 Million
Q2 2023

Jul 31, 2023

BUY
$47.37 - $57.14 $1.25 Million - $1.51 Million
26,400 Added 85.99%
57,100 $3.24 Million
Q1 2023

Apr 24, 2023

BUY
$51.91 - $85.6 $1.59 Million - $2.63 Million
30,700 New
30,700 $1.61 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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