A detailed history of Pure Financial Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Pure Financial Advisors, LLC holds 5,480 shares of SCHW stock, worth $407,218. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,480
Previous 4,858 12.8%
Holding current value
$407,218
Previous $357,000 0.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$61.74 - $76.08 $38,402 - $47,321
622 Added 12.8%
5,480 $355,000
Q2 2024

Jul 18, 2024

SELL
$70.03 - $78.9 $1,750 - $1,972
-25 Reduced 0.51%
4,858 $357,000
Q1 2024

Apr 16, 2024

SELL
$61.89 - $72.38 $100,880 - $117,979
-1,630 Reduced 25.03%
4,883 $353,000
Q4 2023

Jan 08, 2024

BUY
$49.33 - $70.98 $321,286 - $462,292
6,513 New
6,513 $448,000
Q4 2022

Jan 09, 2023

BUY
$67.43 - $83.26 $182,128 - $224,885
2,701 New
2,701 $0

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 $135B
  • 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 Pure Financial Advisors, LLC Portfolio

Follow Pure Financial Advisors, LLC 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 Pure Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pure Financial Advisors, LLC with notifications on news.