A detailed history of Mystic Asset Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Mystic Asset Management, Inc. holds 9,759 shares of SCHW stock, worth $621,550. This represents 0.29% of its overall portfolio holdings.

Number of Shares
9,759
Previous 9,817 0.59%
Holding current value
$621,550
Previous $710,000 1.27%
% of portfolio
0.29%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$70.03 - $78.9 $4,061 - $4,576
-58 Reduced 0.59%
9,759 $719,000
Q1 2024

May 06, 2024

BUY
$61.89 - $72.38 $15,472 - $18,095
250 Added 2.61%
9,817 $710,000
Q4 2023

Feb 12, 2024

BUY
$49.33 - $70.98 $246,650 - $354,900
5,000 Added 109.48%
9,567 $658,000
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $8,130 - $10,191
150 Added 3.4%
4,567 $250,000
Q2 2023

Aug 11, 2023

BUY
$47.37 - $57.14 $209,233 - $252,387
4,417 New
4,417 $250,000
Q4 2021

Feb 23, 2022

BUY
$73.23 - $85.82 $250,300 - $293,332
3,418 New
3,418 $287,000

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 $116B
  • 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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