A detailed history of Psi Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Psi Advisors, LLC holds 509 shares of SCHW stock, worth $37,650. This represents 0.01% of its overall portfolio holdings.

Number of Shares
509
Previous 509 -0.0%
Holding current value
$37,650
Previous $37,000 13.51%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

SELL
$70.03 - $78.9 $5,182 - $5,838
-74 Reduced 12.69%
509 $37,000
Q4 2023

Feb 01, 2024

SELL
$49.33 - $70.98 $14,799 - $21,294
-300 Reduced 33.98%
583 $40,000
Q3 2023

Oct 13, 2023

BUY
$54.2 - $67.94 $2,872 - $3,600
53 Added 6.39%
883 $48,000
Q2 2023

Jul 21, 2023

BUY
$47.37 - $57.14 $29,843 - $35,998
630 Added 315.0%
830 $47,000
Q1 2023

Apr 25, 2023

BUY
$51.91 - $85.6 $10,382 - $17,120
200 New
200 $10,000

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 $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
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