A detailed history of Prime Capital Investment Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Prime Capital Investment Advisors, LLC holds 19,007 shares of SCHW stock, worth $1.45 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,007
Previous 97,778 80.56%
Holding current value
$1.45 Million
Previous $7.21 Million 82.91%
% of portfolio
0.02%
Previous 0.11%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$61.74 - $76.08 $4.86 Million - $5.99 Million
-78,771 Reduced 80.56%
19,007 $1.23 Million
Q2 2024

Aug 08, 2024

SELL
$70.03 - $78.9 $203,857 - $229,677
-2,911 Reduced 2.89%
97,778 $7.21 Million
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $225,712 - $263,969
3,647 Added 3.76%
100,689 $7.28 Million
Q4 2023

Jan 24, 2024

BUY
$49.33 - $70.98 $196,530 - $282,784
3,984 Added 4.28%
97,042 $6.68 Million
Q3 2023

Nov 09, 2023

BUY
$54.2 - $67.94 $4.17 Million - $5.23 Million
76,990 Added 479.15%
93,058 $5.11 Million
Q2 2023

Aug 08, 2023

BUY
$47.37 - $57.14 $147,178 - $177,533
3,107 Added 23.97%
16,068 $910,000
Q1 2023

May 05, 2023

BUY
$51.91 - $85.6 $482,451 - $795,566
9,294 Added 253.45%
12,961 $678,000
Q4 2022

Feb 08, 2023

BUY
$67.43 - $83.26 $28,860 - $35,635
428 Added 13.21%
3,667 $305,000
Q3 2022

Nov 08, 2022

BUY
$21.16 - $74.92 $68,537 - $242,665
3,239 New
3,239 $233,000
Q2 2021

Aug 12, 2021

SELL
$63.69 - $76.01 $7,961 - $9,501
-125 Closed
0 $0
Q1 2021

May 07, 2021

BUY
$51.54 - $67.65 $6,442 - $8,456
125 New
125 $8,000
Q2 2020

Jul 17, 2020

SELL
$31.75 - $42.82 $35,464 - $47,829
-1,117 Closed
0 $0
Q1 2020

May 04, 2020

SELL
$28.43 - $49.0 $32,211 - $55,517
-1,133 Reduced 50.36%
1,117 $38,000
Q2 2019

Aug 06, 2019

BUY
$39.15 - $46.26 $26,073 - $30,809
666 Added 42.05%
2,250 $90,000
Q1 2019

Apr 16, 2019

SELL
$40.72 - $47.98 $144,148 - $169,849
-3,540 Reduced 69.09%
1,584 $68,000
Q4 2018

Feb 11, 2019

SELL
$38.25 - $52.17 $195,419 - $266,536
-5,109 Reduced 49.93%
5,124 $213,000
Q3 2018

Nov 13, 2018

BUY
$49.15 - $54.22 $50,034 - $55,195
1,018 Added 11.05%
10,233 $503,000
Q2 2018

Aug 14, 2018

SELL
$50.11 - $59.59 $3.66 Million - $4.35 Million
-73,072 Reduced 88.8%
9,215 $471,000
Q1 2018

May 01, 2018

BUY
$48.9 - $57.76 $1.52 Million - $1.79 Million
30,987 Added 60.4%
82,287 $4.3 Million
Q4 2017

Feb 14, 2018

BUY
$43.27 - $52.28 $2.22 Million - $2.68 Million
51,300
51,300 $2.64 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 $139B
  • 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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