A detailed history of Ritholtz Wealth Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Ritholtz Wealth Management holds 16,144 shares of SCHW stock, worth $1.29 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,144
Previous 16,921 4.59%
Holding current value
$1.29 Million
Previous $1.25 Million 16.05%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 10, 2024

SELL
$61.74 - $76.08 $47,971 - $59,114
-777 Reduced 4.59%
16,144 $1.05 Million
Q2 2024

Jul 31, 2024

BUY
$70.03 - $78.9 $111,487 - $125,608
1,592 Added 10.39%
16,921 $1.25 Million
Q1 2024

Apr 24, 2024

SELL
$61.89 - $72.38 $19,371 - $22,654
-313 Reduced 2.0%
15,329 $1.11 Million
Q4 2023

Jan 18, 2024

BUY
$49.33 - $70.98 $100,929 - $145,225
2,046 Added 15.05%
15,642 $1.08 Million
Q3 2023

Oct 13, 2023

BUY
$54.2 - $67.94 $331,758 - $415,860
6,121 Added 81.89%
13,596 $746,000
Q2 2023

Jul 14, 2023

BUY
$47.37 - $57.14 $113,119 - $136,450
2,388 Added 46.94%
7,475 $423,000
Q1 2023

Apr 19, 2023

SELL
$51.91 - $85.6 $282,805 - $466,348
-5,448 Reduced 51.71%
5,087 $266,000
Q4 2022

Jan 18, 2023

SELL
$67.43 - $83.26 $738,763 - $912,196
-10,956 Reduced 50.98%
10,535 $0
Q3 2022

Oct 18, 2022

BUY
$21.16 - $74.92 $319,135 - $1.13 Million
15,082 Added 235.33%
21,491 $1.55 Million
Q2 2022

Jul 15, 2022

BUY
$59.99 - $83.83 $45,652 - $63,794
761 Added 13.47%
6,409 $405,000
Q1 2022

Apr 14, 2022

BUY
$75.69 - $95.53 $49,501 - $62,476
654 Added 13.1%
5,648 $476,000
Q4 2021

Jan 18, 2022

BUY
$73.23 - $85.82 $157,078 - $184,083
2,145 Added 75.29%
4,994 $420,000
Q3 2021

Oct 14, 2021

SELL
$66.68 - $77.38 $3,534 - $4,101
-53 Reduced 1.83%
2,849 $208,000
Q2 2021

Jul 20, 2021

BUY
$63.69 - $76.01 $184,828 - $220,581
2,902 New
2,902 $211,000

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 $146B
  • 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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