Sculati Wealth Management, LLC Schwab Charles Corp Transaction History

Sculati Wealth Management, LLC

  • $249 Million
  • Q3 2024

A detailed history of Sculati Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 42,988 shares of SCHW stock, worth $3.55 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
42,988
Previous 42,673 0.74%
Holding current value
$3.55 Million
Previous $3.14 Million 11.39%
% of portfolio
1.12%
Previous 1.35%

Shares

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

Nov 22, 2024
BUY
$61.74 - $76.08 $19,448 - $23,965
315 Added 0.74%
42,988 $2.79 Million
Q2 2024

Aug 09, 2024
SELL
$70.03 - $78.9 $22,059 - $24,853
-315 Reduced 0.73%
42,673 $3.14 Million
Q1 2024

May 14, 2024
BUY
$61.89 - $72.38 $1,052 - $1,230
17 Added 0.04%
42,988 $3.11 Million
Q4 2023

Feb 12, 2024
BUY
$49.33 - $70.98 $8,139 - $11,711
165 Added 0.39%
42,971 $2.96 Million
Q3 2023

Nov 09, 2023
BUY
$54.2 - $67.94 $33,604 - $42,122
620 Added 1.47%
42,806 $2.35 Million
Q2 2023

Aug 11, 2023
BUY
$47.37 - $57.14 $5,921 - $7,142
125 Added 0.3%
42,186 $2.39 Million
Q1 2023

May 05, 2023
BUY
$51.91 - $85.6 $50,196 - $82,775
967 Added 2.35%
42,061 $2.2 Million
Q4 2022

Feb 10, 2023
BUY
$67.43 - $83.26 $11,732 - $14,487
174 Added 0.43%
41,094 $3.42 Million
Q3 2022

Nov 15, 2022
BUY
$21.16 - $74.92 $5,374 - $19,029
254 Added 0.62%
40,920 $2.94 Million
Q2 2022

Aug 09, 2022
BUY
$59.99 - $83.83 $19,796 - $27,663
330 Added 0.82%
40,666 $2.57 Million
Q1 2022

May 10, 2022
BUY
$75.69 - $95.53 $46,246 - $58,368
611 Added 1.54%
40,336 $3.4 Million
Q4 2021

Feb 07, 2022
BUY
$73.23 - $85.82 $25,337 - $29,693
346 Added 0.88%
39,725 $3.34 Million
Q3 2021

Nov 02, 2021
BUY
$66.68 - $77.38 $11,468 - $13,309
172 Added 0.44%
39,379 $2.87 Million
Q2 2021

Aug 13, 2021
BUY
$63.69 - $76.01 $6,687 - $7,981
105 Added 0.27%
39,207 $2.86 Million
Q1 2021

May 14, 2021
SELL
$51.54 - $67.65 $72,413 - $95,048
-1,405 Reduced 3.47%
39,102 $2.55 Million
Q4 2020

Feb 10, 2021
BUY
$36.75 - $53.04 $9,628 - $13,896
262 Added 0.65%
40,507 $2.15 Million
Q3 2020

Nov 13, 2020
BUY
$33.02 - $36.28 $48,968 - $53,803
1,483 Added 3.83%
40,245 $1.46 Million
Q2 2020

Aug 14, 2020
BUY
$31.75 - $42.82 $478,059 - $644,740
15,057 Added 63.52%
38,762 $1.31 Million
Q1 2020

May 22, 2020
BUY
$28.43 - $49.0 $673,933 - $1.16 Million
23,705 New
23,705 $797,000

Others Institutions Holding SCHW

# of Institutions
2,083
Shares Held
1.44B
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 $150B
  • 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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