A detailed history of Northwest Capital Management Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Northwest Capital Management Inc holds 1,260 shares of SCHW stock, worth $94,172. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,260
Previous 1,260 -0.0%
Holding current value
$94,172
Previous $81,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 08, 2024

BUY
$61.74 - $76.08 $308 - $380
5 Added 0.4%
1,260 $81,000
Q2 2024

Jul 09, 2024

SELL
$70.03 - $78.9 $8,473 - $9,546
-121 Reduced 8.79%
1,255 $92,000
Q1 2024

Apr 09, 2024

BUY
$61.89 - $72.38 $309 - $361
5 Added 0.36%
1,376 $99,000
Q4 2023

Feb 01, 2024

SELL
$49.33 - $70.98 $4,735 - $6,814
-96 Reduced 6.54%
1,371 $94,000
Q3 2023

Oct 10, 2023

BUY
$54.2 - $67.94 $271 - $339
5 Added 0.34%
1,467 $80,000
Q2 2023

Aug 03, 2023

BUY
$47.37 - $57.14 $69,254 - $83,538
1,462 New
1,462 $82,000

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 $136B
  • 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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