A detailed history of Smartleaf Asset Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 8,061 shares of SCHW stock, worth $589,823. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,061
Previous 6,309 27.77%
Holding current value
$589,823
Previous $339 Million 74.8%
% of portfolio
0.1%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$70.03 - $78.9 $122,692 - $138,232
1,752 Added 27.77%
8,061 $593 Million
Q1 2024

Oct 07, 2024

SELL
$61.89 - $72.38 $108,307 - $126,664
-1,750 Reduced 21.71%
6,311 $457 Million
Q1 2024

May 02, 2024

BUY
$61.89 - $72.38 $143,213 - $167,487
2,314 Added 57.92%
6,309 $339 Million
Q4 2023

Feb 12, 2024

BUY
$49.33 - $70.98 $197,073 - $283,565
3,995 New
3,995 $275 Million

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 $133B
  • 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
Track This Portfolio

Track Smartleaf Asset Management LLC Portfolio

Follow Smartleaf Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smartleaf Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smartleaf Asset Management LLC with notifications on news.