Platform Technology Partners Schwab Charles Corp Transaction History

Platform Technology Partners

$311 Million
Q3 2024

A detailed history of Platform Technology Partners transactions in Schwab Charles Corp stock. As of the latest transaction made, Platform Technology Partners holds 6,827 shares of SCHW stock, worth $510,249. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,827

Previous 6,827 -0.0%

Holding current value

$510,249

Previous $503,000 12.13%

% of portfolio

0.14%

Previous 0.18%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$70.03 - $78.9 $313,594 - $353,314	-4,478 Reduced 39.61%	6,827 $503,000
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

# of Institutions

2,081

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 $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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Platform Technology Partners Schwab Charles Corp Transaction History