Schechter Investment Advisors, LLC Schwab Charles Corp Transaction History

Schechter Investment Advisors, LLC

$977 Million
Q2 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 18,138 shares of SCHW stock, worth $1.17 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

18,138

Previous 17,935 1.13%

Holding current value

$1.17 Million

Previous $1.3 Million 3.01%

% of portfolio

0.14%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$70.03 - $78.9 $14,216 - $16,016	203 Added 1.13%	18,138 $1.34 Million
Q1 2024 May 06, 2024	BUY	$61.89 - $72.38 $388,978 - $454,908	6,285 Added 53.95%	17,935 $1.3 Million
Q4 2023 Jan 17, 2024	BUY	$49.33 - $70.98 $255,578 - $367,747	5,181 Added 80.09%	11,650 $801,000
Q3 2023 Nov 06, 2023	BUY	$54.2 - $67.94 $17,940 - $22,488	331 Added 5.39%	6,469 $355,000
Q2 2023 Jul 26, 2023	SELL	$47.37 - $57.14 $42,775 - $51,597	-903 Reduced 12.82%	6,138 $347,000
Q1 2023 Apr 28, 2023	SELL	$51.91 - $85.6 $740,028 - $1.22 Million	-14,256 Reduced 66.94%	7,041 $368,000
Q4 2022 Feb 13, 2023	SELL	$67.43 - $83.26 $19,352 - $23,895	-287 Reduced 1.33%	21,297 $1.77 Million
Q3 2022 Nov 04, 2022	BUY	$21.16 - $74.92 $146,554 - $518,895	6,926 Added 47.25%	21,584 $1.55 Million
Q2 2022 Nov 03, 2022	BUY	$59.99 - $83.83 $879,333 - $1.23 Million	14,658 New	14,658 $926,000
Q1 2022 Nov 18, 2022	SELL	$75.69 - $95.53 $550,871 - $695,267	-7,278 Reduced 33.72%	14,306 $1.21 Million
Q4 2021 Dec 27, 2022	SELL	$73.23 - $85.82 $570,315 - $668,366	-7,788 Reduced 36.08%	13,796 $1.16 Million

Others Institutions Holding SCHW

# of Institutions

2,102

Shares Held

1.51B

Call Options Held

17.4M

Put Options Held

23.1M

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $118B
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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Schechter Investment Advisors, LLC Schwab Charles Corp Transaction History