A detailed history of Red Tortoise LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Red Tortoise LLC holds 148 shares of SCHW stock, worth $10,997. This represents 0.0% of its overall portfolio holdings.

Number of Shares
148
Previous 148 -0.0%
Holding current value
$10,997
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024

BUY
$49.33 - $70.98 $2,071 - $2,981
42 Added 39.62%
148 $10,000
Q2 2023

Jul 26, 2023

SELL
$47.37 - $57.14 $10,705 - $12,913
-226 Reduced 68.07%
106 $6,000
Q1 2023

May 16, 2023

BUY
$51.91 - $85.6 $10,382 - $17,120
200 Added 151.52%
332 $17,000
Q4 2022

Feb 01, 2023

BUY
$67.43 - $83.26 $8,900 - $10,990
132 New
132 $10,000
Q3 2021

Nov 07, 2022

BUY
$66.68 - $77.38 $8,801 - $10,214
132 New
132 $9,000

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 $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 Red Tortoise LLC Portfolio

Follow Red Tortoise 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 Red Tortoise LLC, based on Form 13F filings with the SEC.

News

Stay updated on Red Tortoise LLC with notifications on news.