A detailed history of Pfs Investments Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Pfs Investments Inc. holds 7,699 shares of SCHW stock, worth $562,027. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,699
Previous 5,398 42.63%
Holding current value
$562,027
Previous $266,000 63.91%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023

BUY
$47.37 - $57.14 $108,998 - $131,479
2,301 Added 42.63%
7,699 $436,000
Q1 2023

May 15, 2023

SELL
$51.91 - $85.6 $788,928 - $1.3 Million
-15,198 Reduced 73.79%
5,398 $266,000
Q4 2022

Feb 13, 2023

BUY
$67.43 - $83.26 $138,568 - $171,099
2,055 Added 11.08%
20,596 $1.72 Million
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $36,606 - $129,611
1,730 Added 10.29%
18,541 $1.33 Million
Q2 2022

Aug 12, 2022

BUY
$59.99 - $83.83 $134,137 - $187,443
2,236 Added 15.34%
16,811 $1.06 Million
Q1 2022

May 16, 2022

BUY
$75.69 - $95.53 $1.1 Million - $1.39 Million
14,575 New
14,575 $1.23 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
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