A detailed history of Retirement Planning CO Of New England, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Retirement Planning CO Of New England, Inc. holds 4,595 shares of SCHW stock, worth $344,854. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,595
Holding current value
$344,854
% of portfolio
0.15%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $283,695 - $349,587
4,595 New
4,595 $297,000
Q1 2024

May 06, 2024

SELL
$61.89 - $72.38 $398,138 - $465,620
-6,433 Reduced 63.29%
3,732 $269,000
Q4 2023

Feb 12, 2024

BUY
$49.33 - $70.98 $149,667 - $215,353
3,034 Added 42.55%
10,165 $699,000
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $386,500 - $484,480
7,131 New
7,131 $391,000
Q1 2022

May 06, 2022

SELL
$75.69 - $95.53 $130,868 - $165,171
-1,729 Closed
0 $0
Q4 2021

Feb 08, 2022

BUY
$73.23 - $85.82 $126,614 - $148,382
1,729 New
1,729 $145,000

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 $136B
  • 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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