A detailed history of Narus Financial Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Narus Financial Partners, LLC holds 3,774 shares of SCHW stock, worth $276,256. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,774
Previous 3,820 1.2%
Holding current value
$276,256
Previous $263 Million 3.88%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Apr 18, 2024

SELL
$61.89 - $72.38 $2,846 - $3,329
-46 Reduced 1.2%
3,774 $273 Million
Q4 2023

Jan 25, 2024

SELL
$49.33 - $70.98 $48,738 - $70,128
-988 Reduced 20.55%
3,820 $263 Million
Q3 2023

Oct 30, 2023

SELL
$54.2 - $67.94 $17,886 - $22,420
-330 Reduced 6.42%
4,808 $264 Million
Q2 2023

Aug 30, 2023

BUY
$47.37 - $57.14 $12,553 - $15,142
265 Added 5.44%
5,138 $291 Million
Q1 2023

Jun 27, 2023

BUY
$51.91 - $85.6 $252,957 - $417,128
4,873 New
4,873 $255 Million
Q3 2022

Oct 12, 2023

SELL
$21.16 - $74.92 $36,712 - $129,986
-1,735 Reduced 33.77%
3,403 $245 Million
Q2 2022

Oct 12, 2023

SELL
$59.99 - $83.83 $104,082 - $145,445
-1,735 Reduced 33.77%
3,403 $215 Million
Q1 2022

Sep 12, 2023

SELL
$75.69 - $95.53 $131,322 - $165,744
-1,735 Reduced 33.77%
3,403 $287 Million
Q1 2021

Mar 07, 2024

SELL
$51.54 - $67.65 $21,492 - $28,210
-417 Reduced 10.92%
3,403 $222 Million
Q4 2019

May 14, 2024

BUY
$35.1 - $51.07 $14,040 - $20,428
400 Added 7.84%
5,500 $262 Million
Q3 2019

May 14, 2024

BUY
$36.12 - $44.28 $47,895 - $58,715
1,326 Added 35.14%
5,100 $213 Million
Q2 2019

May 13, 2024

BUY
$39.15 - $46.26 $47,997 - $56,714
1,226 Added 32.49%
5,000 $201 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 $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
Track This Portfolio

Track Narus Financial Partners, LLC Portfolio

Follow Narus Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Narus Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Narus Financial Partners, LLC with notifications on news.