A detailed history of Platform Technology Partners transactions in Schwab Charles Corp stock. As of the latest transaction made, Platform Technology Partners holds 11,305 shares of SCHW stock, worth $827,526. This represents 0.32% of its overall portfolio holdings.

Number of Shares
11,305
Previous 11,551 2.13%
Holding current value
$827,526
Previous $634,000 22.56%
% of portfolio
0.32%
Previous 0.3%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

SELL
$49.33 - $70.98 $12,135 - $17,461
-246 Reduced 2.13%
11,305 $777,000
Q3 2023

Nov 08, 2023

SELL
$54.2 - $67.94 $16,205 - $20,314
-299 Reduced 2.52%
11,551 $634,000
Q2 2023

Jul 12, 2023

SELL
$47.37 - $57.14 $1,847 - $2,228
-39 Reduced 0.33%
11,850 $671,000
Q1 2023

Apr 04, 2023

SELL
$51.91 - $85.6 $9,707 - $16,007
-187 Reduced 1.55%
11,889 $622,000
Q4 2022

Jan 11, 2023

SELL
$67.43 - $83.26 $2,832 - $3,496
-42 Reduced 0.35%
12,076 $0
Q2 2022

Aug 04, 2022

SELL
$59.99 - $83.83 $83,386 - $116,523
-1,390 Reduced 10.29%
12,118 $766,000
Q1 2022

May 03, 2022

SELL
$75.69 - $95.53 $21,268 - $26,843
-281 Reduced 2.04%
13,508 $1.14 Million
Q4 2021

Feb 01, 2022

SELL
$73.23 - $85.82 $1,318 - $1,544
-18 Reduced 0.13%
13,789 $1.16 Million
Q3 2021

Nov 04, 2021

SELL
$66.68 - $77.38 $45,609 - $52,927
-684 Reduced 4.72%
13,807 $1.01 Million
Q2 2021

Aug 05, 2021

BUY
$63.69 - $76.01 $90,057 - $107,478
1,414 Added 10.81%
14,491 $1.06 Million
Q4 2020

Feb 09, 2021

BUY
$36.75 - $53.04 $77,652 - $112,073
2,113 Added 19.27%
13,077 $694,000
Q2 2020

Nov 30, 2020

SELL
$31.75 - $42.82 $15,748 - $21,238
-496 Reduced 4.33%
10,964 $370,000
Q1 2020

Nov 30, 2020

BUY
$28.43 - $49.0 $32,097 - $55,321
1,129 Added 10.93%
11,460 $385,000
Q4 2019

Dec 03, 2020

BUY
$35.1 - $51.07 $362,618 - $527,604
10,331 New
10,331 $491,000

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 $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 Platform Technology Partners Portfolio

Follow Platform Technology Partners 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 Platform Technology Partners, based on Form 13F filings with the SEC.

News

Stay updated on Platform Technology Partners with notifications on news.