A detailed history of Pfg Investments, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Pfg Investments, LLC holds 5,652 shares of SCHW stock, worth $420,000. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,652
Previous 7,310 22.68%
Holding current value
$420,000
Previous $539 Million 32.0%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Oct 23, 2024

SELL
$61.74 - $76.08 $102,364 - $126,140
-1,658 Reduced 22.68%
5,652 $366 Million
Q2 2024

Aug 06, 2024

SELL
$70.03 - $78.9 $988,473 - $1.11 Million
-14,115 Reduced 65.88%
7,310 $539 Million
Q1 2024

Apr 22, 2024

BUY
$61.89 - $72.38 $977,366 - $1.14 Million
15,792 Added 280.35%
21,425 $1.55 Billion
Q4 2023

Jan 17, 2024

SELL
$49.33 - $70.98 $5,771 - $8,304
-117 Reduced 2.03%
5,633 $388 Million
Q3 2023

Nov 06, 2023

BUY
$54.2 - $67.94 $81,733 - $102,453
1,508 Added 35.55%
5,750 $316 Million
Q2 2023

Aug 03, 2023

BUY
$47.37 - $57.14 $200,943 - $242,387
4,242 New
4,242 $240 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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