A detailed history of Mount Vernon Associates Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Mount Vernon Associates Inc holds 30,100 shares of SCHW stock, worth $2.24 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
30,100
Previous 29,150 3.26%
Holding current value
$2.24 Million
Previous $2.15 Million 9.22%
% of portfolio
1.61%
Previous 1.9%

Shares

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

Oct 15, 2024

BUY
$61.74 - $76.08 $58,653 - $72,276
950 Added 3.26%
30,100 $1.95 Million
Q2 2024

Jul 19, 2024

SELL
$70.03 - $78.9 $52,522 - $59,175
-750 Reduced 2.51%
29,150 $2.15 Million
Q1 2024

Apr 22, 2024

BUY
$61.89 - $72.38 $15,472 - $18,095
250 Added 0.84%
29,900 $2.16 Million
Q4 2023

Jan 26, 2024

SELL
$49.33 - $70.98 $12,332 - $17,745
-250 Reduced 0.84%
29,650 $2.04 Million
Q3 2023

Oct 24, 2023

BUY
$54.2 - $67.94 $16,260 - $20,382
300 Added 1.01%
29,900 $1.64 Million
Q2 2023

Jul 24, 2023

BUY
$47.37 - $57.14 $1.4 Million - $1.69 Million
29,600 New
29,600 $1.68 Million

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 $135B
  • 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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