A detailed history of Mv Capital Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Mv Capital Management, Inc. holds 1,455 shares of SCHW stock, worth $119,673. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,455
Previous 1,559 6.67%
Holding current value
$119,673
Previous $114,000 17.54%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024

SELL
$61.74 - $76.08 $6,420 - $7,912
-104 Reduced 6.67%
1,455 $94,000
Q2 2024

Aug 01, 2024

BUY
$70.03 - $78.9 $7,353 - $8,284
105 Added 7.22%
1,559 $114,000
Q1 2024

Apr 18, 2024

SELL
$61.89 - $72.38 $309 - $361
-5 Reduced 0.34%
1,454 $105,000
Q4 2023

Jan 29, 2024

BUY
$49.33 - $70.98 $2,071 - $2,981
42 Added 2.96%
1,459 $100,000
Q3 2023

Nov 07, 2023

BUY
$54.2 - $67.94 $4,173 - $5,231
77 Added 5.75%
1,417 $77,000
Q2 2023

Aug 03, 2023

BUY
$47.37 - $57.14 $47,559 - $57,368
1,004 Added 298.81%
1,340 $75,000
Q1 2023

Apr 26, 2023

SELL
$51.91 - $85.6 $27,356 - $45,111
-527 Reduced 61.07%
336 $17,000
Q4 2022

Jan 27, 2023

BUY
$67.43 - $83.26 $7,215 - $8,908
107 Added 14.15%
863 $0
Q3 2022

Oct 24, 2022

BUY
$21.16 - $74.92 $4,676 - $16,557
221 Added 41.31%
756 $54,000
Q2 2022

Jul 19, 2022

SELL
$59.99 - $83.83 $2,099 - $2,934
-35 Reduced 6.14%
535 $34,000
Q1 2022

May 09, 2022

BUY
$75.69 - $95.53 $6,736 - $8,502
89 Added 18.5%
570 $48,000
Q4 2021

Feb 02, 2022

BUY
$73.23 - $85.82 $366 - $429
5 Added 1.05%
481 $40,000
Q3 2021

Nov 12, 2021

BUY
$66.68 - $77.38 $17,336 - $20,118
260 Added 120.37%
476 $35,000
Q2 2021

Aug 03, 2021

BUY
$63.69 - $76.01 $11,655 - $13,909
183 Added 554.55%
216 $16,000
Q1 2021

May 12, 2021

BUY
$51.54 - $67.65 $1,700 - $2,232
33 New
33 $2,000

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 $150B
  • 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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