Souders Financial Advisors Schwab Charles Corp Transaction History

Souders Financial Advisors

$639 Million
Q2 2024

A detailed history of Souders Financial Advisors transactions in Schwab Charles Corp stock. As of the latest transaction made, Souders Financial Advisors holds 4,118 shares of SCHW stock, worth $266,640. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,118

Previous 4,148 0.72%

Holding current value

$266,640

Previous $300,000 1.0%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 28, 2024	SELL	$70.03 - $78.9 $2,100 - $2,367	-30 Reduced 0.72%	4,118 $303,000
Q1 2024 May 08, 2024	SELL	$61.89 - $72.38 $2,661 - $3,112	-43 Reduced 1.03%	4,148 $300,000
Q4 2023 Jan 24, 2024	BUY	$49.33 - $70.98 $690 - $993	14 Added 0.34%	4,191 $288,000
Q3 2023 Nov 06, 2023	SELL	$54.2 - $67.94 $2,764 - $3,464	-51 Reduced 1.21%	4,177 $229,000
Q2 2023 Aug 09, 2023	SELL	$47.37 - $57.14 $4,121 - $4,971	-87 Reduced 2.02%	4,228 $239,000
Q1 2023 May 09, 2023	BUY	$51.91 - $85.6 $27,460 - $45,282	529 Added 13.97%	4,315 $226,000
Q4 2022 Feb 13, 2023	BUY	$67.43 - $83.26 $3,101 - $3,829	46 Added 1.23%	3,786 $315,000
Q3 2022 Nov 10, 2022	SELL	$21.16 - $74.92 $275 - $973	-13 Reduced 0.35%	3,740 $269,000
Q2 2022 Aug 05, 2022	BUY	$59.99 - $83.83 $2,159 - $3,017	36 Added 0.97%	3,753 $237,000
Q1 2022 May 04, 2022	BUY	$75.69 - $95.53 $2,043 - $2,579	27 Added 0.73%	3,717 $313,000
Q4 2021 Feb 04, 2022	BUY	$73.23 - $85.82 $73 - $85	1 Added 0.03%	3,690 $310,000
Q3 2021 Nov 03, 2021	BUY	$66.68 - $77.38 $9,201 - $10,678	138 Added 3.89%	3,689 $269,000
Q2 2021 Aug 09, 2021	BUY	$63.69 - $76.01 $700 - $836	11 Added 0.31%	3,551 $259,000
Q1 2021 May 13, 2021	BUY	$51.54 - $67.65 $182,451 - $239,481	3,540 New	3,540 $231,000

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 ...

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Souders Financial Advisors Schwab Charles Corp Transaction History