A detailed history of Mogy Joel R Investment Counsel Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 6,652 shares of SCHW stock, worth $540,541. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,652
Previous 10,152 34.48%
Holding current value
$540,541
Previous $748,000 42.38%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Oct 17, 2024

SELL
$61.74 - $76.08 $216,090 - $266,280
-3,500 Reduced 34.48%
6,652 $431,000
Q2 2024

Jul 12, 2024

SELL
$70.03 - $78.9 $91,039 - $102,570
-1,300 Reduced 11.35%
10,152 $748,000
Q1 2024

Apr 30, 2024

SELL
$61.89 - $72.38 $92,835 - $108,570
-1,500 Reduced 11.58%
11,452 $828,000
Q3 2023

Nov 01, 2023

SELL
$54.2 - $67.94 $93,332 - $116,992
-1,722 Reduced 11.74%
12,952 $711,000
Q1 2023

May 12, 2023

SELL
$51.91 - $85.6 $69,922 - $115,303
-1,347 Reduced 8.41%
14,674 $768,000
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $112,877 - $139,377
1,674 Added 11.67%
16,021 $1.33 Million
Q4 2021

Feb 11, 2022

BUY
$73.23 - $85.82 $945,618 - $1.11 Million
12,913 Added 900.49%
14,347 $1.21 Million
Q4 2021

Feb 10, 2022

SELL
$73.23 - $85.82 $942,177 - $1.1 Million
-12,866 Reduced 89.97%
1,434 $1.21 Million
Q1 2021

May 05, 2021

SELL
$51.54 - $67.65 $11,596 - $15,221
-225 Reduced 1.55%
14,300 $932,000
Q4 2020

Feb 08, 2021

SELL
$36.75 - $53.04 $134,137 - $193,596
-3,650 Reduced 20.08%
14,525 $770,000
Q3 2020

Nov 12, 2020

SELL
$33.02 - $36.28 $416,052 - $457,128
-12,600 Reduced 40.94%
18,175 $658,000
Q2 2020

Aug 11, 2020

SELL
$31.75 - $42.82 $1.17 Million - $1.57 Million
-36,743 Reduced 54.42%
30,775 $1.04 Million
Q1 2020

May 08, 2020

SELL
$28.43 - $49.0 $79,092 - $136,318
-2,782 Reduced 3.96%
67,518 $2.27 Million
Q4 2019

Jan 29, 2020

BUY
$35.1 - $51.07 $33,169 - $48,261
945 Added 1.36%
70,300 $3.34 Million
Q3 2019

Oct 31, 2019

SELL
$36.12 - $44.28 $65,196 - $79,925
-1,805 Reduced 2.54%
69,355 $2.9 Million
Q2 2019

Aug 08, 2019

SELL
$39.15 - $46.26 $189,877 - $224,361
-4,850 Reduced 6.38%
71,160 $2.86 Million
Q1 2019

Apr 30, 2019

BUY
$40.72 - $47.98 $378,696 - $446,214
9,300 Added 13.94%
76,010 $3.25 Million
Q4 2018

Feb 06, 2019

BUY
$38.25 - $52.17 $183,600 - $250,416
4,800 Added 7.75%
66,710 $2.77 Million
Q3 2018

Nov 05, 2018

BUY
$49.15 - $54.22 $664,753 - $733,325
13,525 Added 27.95%
61,910 $3.04 Million
Q2 2018

Aug 03, 2018

BUY
$50.11 - $59.59 $1.52 Million - $1.8 Million
30,260 Added 166.95%
48,385 $2.47 Million
Q1 2018

May 02, 2018

SELL
$48.9 - $57.76 $48,900 - $57,760
-1,000 Reduced 5.23%
18,125 $946,000
Q3 2017

Nov 09, 2017

BUY
$38.11 - $44.04 $728,853 - $842,265
19,125
19,125 $837,000

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 $148B
  • 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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