A detailed history of Purus Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Purus Wealth Management, LLC holds 4,183 shares of SCHW stock, worth $337,986. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,183
Previous 4,176 0.17%
Holding current value
$337,986
Previous $307,000 11.73%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $432 - $532
7 Added 0.17%
4,183 $271,000
Q2 2024

Aug 12, 2024

BUY
$70.03 - $78.9 $490 - $552
7 Added 0.17%
4,176 $307,000
Q1 2024

Apr 11, 2024

BUY
$61.89 - $72.38 $433 - $506
7 Added 0.17%
4,169 $301,000
Q4 2023

Jan 09, 2024

BUY
$49.33 - $70.98 $9,323 - $13,415
189 Added 4.76%
4,162 $286,000
Q3 2023

Oct 17, 2023

BUY
$54.2 - $67.94 $5,853 - $7,337
108 Added 2.79%
3,973 $218,000
Q2 2023

Jul 21, 2023

SELL
$47.37 - $57.14 $55,517 - $66,968
-1,172 Reduced 23.27%
3,865 $219,000
Q1 2023

May 10, 2023

BUY
$51.91 - $85.6 $69,507 - $114,618
1,339 Added 36.21%
5,037 $263,000
Q4 2022

Jan 18, 2023

BUY
$67.43 - $83.26 $404 - $499
6 Added 0.16%
3,698 $0
Q3 2022

Nov 10, 2022

SELL
$21.16 - $74.92 $3,216 - $11,387
-152 Reduced 3.95%
3,692 $265,000
Q2 2022

Jul 20, 2022

SELL
$59.99 - $83.83 $21,236 - $29,675
-354 Reduced 8.43%
3,844 $243,000
Q1 2022

Apr 22, 2022

SELL
$75.69 - $95.53 $75 - $95
-1 Reduced 0.02%
4,198 $354,000
Q4 2021

Jan 19, 2022

BUY
$73.23 - $85.82 $307,492 - $360,358
4,199 New
4,199 $353,000

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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