A detailed history of Money Concepts Capital Corp transactions in Schwab Charles Corp stock. As of the latest transaction made, Money Concepts Capital Corp holds 32,193 shares of SCHW stock, worth $2.36 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
32,193
Previous 32,348 0.48%
Holding current value
$2.36 Million
Previous $2.23 Million 4.63%
% of portfolio
0.22%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

SELL
$61.89 - $72.38 $9,592 - $11,218
-155 Reduced 0.48%
32,193 $2.33 Million
Q4 2023

Feb 12, 2024

BUY
$49.33 - $70.98 $89,484 - $128,757
1,814 Added 5.94%
32,348 $2.23 Million
Q3 2023

Oct 31, 2023

BUY
$54.2 - $67.94 $286,609 - $359,266
5,288 Added 20.95%
30,534 $1.68 Million
Q2 2023

Jul 31, 2023

BUY
$47.37 - $57.14 $1.2 Million - $1.44 Million
25,246 New
25,246 $1.43 Million
Q3 2022

Oct 27, 2022

BUY
$21.16 - $74.92 $5,924 - $20,977
280 New
280 $20,000
Q2 2022

Jul 18, 2022

SELL
$59.99 - $83.83 $3,899 - $5,448
-65 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$75.69 - $95.53 $4,919 - $6,209
65 New
65 $5,000

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 $133B
  • 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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