A detailed history of Relyea Zuckerberg Hanson LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Relyea Zuckerberg Hanson LLC holds 5,093 shares of SCHW stock, worth $373,011. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,093
Previous 4,879 4.39%
Holding current value
$373,011
Previous $335,000 9.85%
% of portfolio
0.06%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$61.89 - $72.38 $13,244 - $15,489
214 Added 4.39%
5,093 $368,000
Q4 2023

Jan 18, 2024

BUY
$49.33 - $70.98 $3,107 - $4,471
63 Added 1.31%
4,879 $335,000
Q3 2023

Oct 16, 2023

BUY
$54.2 - $67.94 $11,761 - $14,742
217 Added 4.72%
4,816 $264,000
Q2 2023

Jul 17, 2023

BUY
$47.37 - $57.14 $1,989 - $2,399
42 Added 0.92%
4,599 $260,000
Q1 2023

Apr 18, 2023

SELL
$51.91 - $85.6 $56,218 - $92,704
-1,083 Reduced 19.2%
4,557 $238,000
Q4 2022

Jan 18, 2023

BUY
$67.43 - $83.26 $68,778 - $84,925
1,020 Added 22.08%
5,640 $0
Q3 2022

Nov 02, 2022

BUY
$21.16 - $74.92 $7,215 - $25,547
341 Added 7.97%
4,620 $332,000
Q2 2022

Jul 18, 2022

SELL
$59.99 - $83.83 $17,817 - $24,897
-297 Reduced 6.49%
4,279 $270,000
Q1 2022

Apr 19, 2022

BUY
$75.69 - $95.53 $10,066 - $12,705
133 Added 2.99%
4,576 $384,000
Q4 2021

Jan 27, 2022

BUY
$73.23 - $85.82 $325,360 - $381,298
4,443 New
4,443 $396,000
Q4 2021

Jan 14, 2022

SELL
$73.23 - $85.82 $307,785 - $360,701
-4,203 Closed
0 $0
Q3 2021

Oct 22, 2021

BUY
$66.68 - $77.38 $44,542 - $51,689
668 Added 18.9%
4,203 $306,000
Q2 2021

Jul 23, 2021

BUY
$63.69 - $76.01 $8,152 - $9,729
128 Added 3.76%
3,535 $257,000
Q1 2021

Apr 29, 2021

BUY
$51.54 - $67.65 $175,596 - $230,483
3,407 New
3,407 $237,000

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 $133B
  • 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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