Pinnacle Financial Partners Inc Schwab Charles Corp Transaction History

Pinnacle Financial Partners Inc

$4.92 Billion
Q3 2024

A detailed history of Pinnacle Financial Partners Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Pinnacle Financial Partners Inc holds 1,795 shares of SCHW stock, worth $132,776. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,795

Previous 1,795 -0.0%

Holding current value

$132,776

Previous $132,000 12.12%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$70.03 - $78.9 $6.46 Million - $7.27 Million	-92,185 Reduced 98.09%	1,795 $132,000
Q1 2024 Apr 30, 2024	BUY	$61.89 - $72.38 $39,609 - $46,323	640 Added 0.69%	93,980 $6.8 Million
Q4 2023 Jan 22, 2024	BUY	$49.33 - $70.98 $26,194 - $37,690	531 Added 0.57%	93,340 $6.42 Million
Q3 2023 Nov 03, 2023	SELL	$54.2 - $67.94 $1,680 - $2,106	-31 Reduced 0.03%	92,809 $5.1 Million
Q2 2023 Aug 07, 2023	BUY	$47.37 - $57.14 $9,900 - $11,942	209 Added 0.23%	92,840 $5.26 Million
Q1 2023 Apr 26, 2023	BUY	$51.91 - $85.6 $351,949 - $580,368	6,780 Added 7.9%	92,631 $4.85 Million
Q4 2022 Feb 03, 2023	SELL	$67.43 - $83.26 $5,731 - $7,077	-85 Reduced 0.1%	85,851 $7.15 Million
Q3 2022 Oct 31, 2022	BUY	$21.16 - $74.92 $11,235 - $39,782	531 Added 0.62%	85,936 $6.18 Million
Q2 2022 Jul 29, 2022	BUY	$59.99 - $83.83 $77,747 - $108,643	1,296 Added 1.54%	85,405 $5.4 Million
Q1 2022 May 02, 2022	BUY	$75.69 - $95.53 $145,476 - $183,608	1,922 Added 2.34%	84,109 $7.09 Million
Q4 2021 Feb 01, 2022	BUY	$73.23 - $85.82 $460,763 - $539,979	6,292 Added 8.29%	82,187 $6.91 Million
Q3 2021 Oct 26, 2021	BUY	$66.68 - $77.38 $5.06 Million - $5.87 Million	75,895 New	75,895 $5.53 Million
Q4 2018 Feb 04, 2019	SELL	$38.25 - $52.17 $308,448 - $420,698	-8,064 Closed	0 $0
Q3 2018 Oct 31, 2018	BUY	$49.15 - $54.22 $17,448 - $19,248	355 Added 4.61%	8,064 $396,000
Q2 2018 Jul 27, 2018	BUY	$50.11 - $59.59 $101,773 - $121,027	2,031 Added 35.77%	7,709 $394,000
Q4 2017 Feb 08, 2018	BUY	$43.27 - $52.28 $17,610 - $21,277	407 Added 7.72%	5,678 $291,000
Q3 2017 Nov 08, 2017	BUY	$38.11 - $44.04 $200,877 - $232,134	5,271	5,271 $231,000

Others Institutions Holding SCHW

# of Institutions

2,083

Shares Held

1.44B

Call Options Held

16.9M

Put Options Held

22.3M

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $134B
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

Portfolio Update

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

News

Stay updated on Pinnacle Financial Partners Inc with notifications on news.

Account

Pinnacle Financial Partners Inc Schwab Charles Corp Transaction History