A detailed history of Polaris Wealth Advisory Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 179,411 shares of SCHW stock, worth $14.5 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
179,411
Previous 444,728 59.66%
Holding current value
$14.5 Million
Previous $25.2 Million 60.93%
% of portfolio
0.76%
Previous 1.95%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023

SELL
$54.2 - $67.94 $14.4 Million - $18 Million
-265,317 Reduced 59.66%
179,411 $9.85 Million
Q2 2023

Aug 07, 2023

BUY
$47.37 - $57.14 $4.64 Million - $5.59 Million
97,917 Added 28.23%
444,728 $25.2 Million
Q1 2023

May 03, 2023

BUY
$51.91 - $85.6 $6.01 Million - $9.91 Million
115,825 Added 50.14%
346,811 $18.2 Million
Q4 2022

Jan 19, 2023

SELL
$67.43 - $83.26 $6.8 Million - $8.4 Million
-100,907 Reduced 30.4%
230,986 $0
Q3 2022

Oct 12, 2022

SELL
$21.16 - $74.92 $213,398 - $755,568
-10,085 Reduced 2.95%
331,893 $24.4 Million
Q2 2022

Jul 12, 2022

BUY
$59.99 - $83.83 $20.1 Million - $28.1 Million
334,860 Added 4704.41%
341,978 $21.6 Million
Q2 2021

Jul 23, 2021

SELL
$63.69 - $76.01 $14,011 - $16,722
-220 Reduced 3.0%
7,118 $524,000
Q1 2021

Apr 19, 2021

SELL
$51.54 - $67.65 $7,731 - $10,147
-150 Reduced 2.0%
7,338 $496,000
Q4 2020

Jan 25, 2021

BUY
$36.75 - $53.04 $275,184 - $397,163
7,488 New
7,488 $442,000
Q1 2020

Apr 09, 2020

SELL
$28.43 - $49.0 $125,888 - $216,972
-4,428 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$35.1 - $51.07 $155,422 - $226,137
4,428 New
4,428 $217,000

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 $147B
  • 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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