A detailed history of Mason & Associates Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Mason & Associates Inc holds 6,233 shares of SCHW stock, worth $514,845. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,233
Previous 6,009 3.73%
Holding current value
$514,845
Previous $442,000 8.82%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Oct 22, 2024

BUY
$61.74 - $76.08 $13,829 - $17,041
224 Added 3.73%
6,233 $403,000
Q4 2023

Jan 16, 2024

SELL
$49.33 - $70.98 $17,709 - $25,481
-359 Reduced 5.64%
6,009 $413,000
Q3 2023

Oct 19, 2023

BUY
$54.2 - $67.94 $34,146 - $42,802
630 Added 10.98%
6,368 $349,000
Q2 2023

Jul 20, 2023

BUY
$47.37 - $57.14 $271,809 - $327,869
5,738 New
5,738 $325,000

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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