A detailed history of Meeder Advisory Services, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Meeder Advisory Services, Inc. holds 22,291 shares of SCHW stock, worth $1.38 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
22,291
Previous 15,880 40.37%
Holding current value
$1.38 Million
Previous $1.15 Billion 42.99%
% of portfolio
0.12%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$70.03 - $78.9 $448,962 - $505,827
6,411 Added 40.37%
22,291 $1.64 Billion
Q1 2024

May 07, 2024

BUY
$61.89 - $72.38 $130,464 - $152,577
2,108 Added 15.31%
15,880 $1.15 Billion
Q4 2023

Jan 25, 2024

BUY
$49.33 - $70.98 $10,852 - $15,615
220 Added 1.62%
13,772 $948 Million
Q3 2023

Nov 13, 2023

SELL
$54.2 - $67.94 $118,101 - $148,041
-2,179 Reduced 13.85%
13,552 $744 Million
Q2 2023

Aug 11, 2023

SELL
$47.37 - $57.14 $259,066 - $312,498
-5,469 Reduced 25.8%
15,731 $892 Million
Q1 2023

May 15, 2023

SELL
$51.91 - $85.6 $78,643 - $129,683
-1,515 Reduced 6.67%
21,200 $1.11 Billion
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $1.53 Million - $1.89 Million
22,715 New
22,715 $1.89 Billion

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 $113B
  • 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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