Rmr Wealth Builders Schwab Charles Corp Transaction History

Rmr Wealth Builders

  • $958 Million
  • Q4 2024

A detailed history of Rmr Wealth Builders transactions in Schwab Charles Corp stock. As of the latest transaction made, Rmr Wealth Builders holds 7,292 shares of SCHW stock, worth $596,485. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,292
Previous 7,292 -0.0%
Holding current value
$596,485
Previous $539,000 -0.0%
% of portfolio
0.06%
Previous 0.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$63.31 - $82.85 $7,343 - $9,610
-116 Reduced 1.57%
7,292 $539,000
Q3 2024

Oct 21, 2024
SELL
$61.74 - $76.08 $1,543 - $1,902
-25 Reduced 0.34%
7,408 $480,000
Q2 2024

Jul 23, 2024
BUY
$70.03 - $78.9 $5,952 - $6,706
85 Added 1.16%
7,433 $547,000
Q1 2024

Apr 15, 2024
SELL
$61.89 - $72.38 $742,370 - $868,198
-11,995 Reduced 62.01%
7,348 $531,000
Q4 2023

Feb 06, 2024
BUY
$49.33 - $70.98 $184,691 - $265,749
3,744 Added 24.0%
19,343 $1.33 Million
Q3 2023

Oct 23, 2023
BUY
$54.2 - $67.94 $440,754 - $552,488
8,132 Added 108.91%
15,599 $856,000
Q2 2023

Jul 21, 2023
BUY
$47.37 - $57.14 $46,848 - $56,511
989 Added 15.27%
7,467 $423,000
Q1 2023

Apr 11, 2023
SELL
$51.91 - $85.6 $3,737 - $6,163
-72 Reduced 1.1%
6,478 $339,000
Q4 2022

Feb 15, 2023
BUY
$67.43 - $83.26 $441,666 - $545,353
6,550 New
6,550 $545,000
Q3 2022

Nov 08, 2022
BUY
$21.16 - $74.92 $5,184 - $18,355
245 Added 3.86%
6,599 $474,000
Q2 2022

Aug 02, 2022
BUY
$59.99 - $83.83 $11,698 - $16,346
195 Added 3.17%
6,354 $401,000
Q1 2022

May 13, 2022
BUY
$75.69 - $95.53 $466,174 - $588,369
6,159 New
6,159 $519,000
Q4 2021

Feb 02, 2022
SELL
$73.23 - $85.82 $700,957 - $821,469
-9,572 Closed
0 $0
Q3 2021

Oct 18, 2021
BUY
$66.68 - $77.38 $66 - $77
1 Added 0.01%
9,572 $697,000
Q2 2021

Aug 16, 2021
SELL
$63.69 - $76.01 $84,198 - $100,485
-1,322 Reduced 12.14%
9,571 $697,000
Q1 2021

May 13, 2021
BUY
$51.54 - $67.65 $1,597 - $2,097
31 Added 0.29%
10,893 $710,000
Q4 2020

Feb 26, 2021
BUY
$36.75 - $53.04 $351,660 - $507,539
9,569 Added 740.06%
10,862 $576,000
Q4 2020

Feb 09, 2021
SELL
$36.75 - $53.04 $304,106 - $438,906
-8,275 Reduced 86.49%
1,293 $576,000
Q3 2020

Nov 13, 2020
BUY
$33.02 - $36.28 $14,000 - $15,382
424 Added 4.64%
9,568 $347,000
Q2 2020

Aug 19, 2020
BUY
$31.75 - $42.82 $102,616 - $138,394
3,232 Added 54.67%
9,144 $309,000
Q4 2019

Mar 03, 2020
BUY
$35.1 - $51.07 $207,511 - $301,925
5,912 New
5,912 $281,000

Others Institutions Holding SCHW

# of Institutions
2,117
Shares Held
1.45B
Call Options Held
16.9M
Put Options Held
22.3M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $149B
  • 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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