Mine & Arao Wealth Creation & Management, Llc. Schwab Charles Corp Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	SELL	$49.33 - $70.98 $9,570 - $13,770	-194 Reduced 14.09%	1,183 $81,000
Q3 2023 Nov 15, 2023	BUY	$54.2 - $67.94 $162 - $203	3 Added 0.22%	1,377 $75,000
Q2 2023 Aug 07, 2023	BUY	$47.37 - $57.14 $59,638 - $71,939	1,259 Added 1094.78%	1,374 $77,000
Q4 2022 Feb 03, 2023	BUY	$67.43 - $83.26 $67 - $83	1 Added 0.88%	115 $9,000
Q1 2022 May 13, 2022	BUY	$75.69 - $95.53 $75 - $95	1 Added 0.88%	114 $10,000
Q1 2021 May 14, 2021	BUY	$51.54 - $67.65 $51 - $67	1 Added 0.89%	113 $7,000
Q3 2020 Nov 13, 2020	BUY	$33.02 - $36.28 $33 - $36	1 Added 0.9%	112 $4,000
Q2 2020 Aug 04, 2020	SELL	$31.75 - $42.82 $26,987 - $36,397	-850 Reduced 88.45%	111 $4,000
Q1 2020 May 13, 2020	BUY	$28.43 - $49.0 $27,321 - $47,089	961 New	961 $32,000

Others Institutions Holding SCHW

# of Institutions

2,083

Shares Held

1.44B

Call Options Held

16.9M

Put Options Held

22.3M

Toronto Dominion Bank Toronto, Ontario, A6

185M
Shares

$13.7 Billion
21.59% of portfolio
Vanguard Group Inc Valley Forge, PA

127M
Shares

$9.42 Billion
0.15% of portfolio
Black Rock Inc. New York, NY

101M
Shares

$7.47 Billion
0.17% of portfolio
Dodge & Cox San Francisco, CA

89.6M
Shares

$6.63 Billion
3.52% of portfolio
Price T Rowe Associates Inc Baltimore, MD

87.8M
Shares

$6.5 Billion
0.66% of portfolio

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $134B
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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