A detailed history of Souders Financial Advisors transactions in Schwab Charles Corp stock. As of the latest transaction made, Souders Financial Advisors holds 3,964 shares of SCHW stock, worth $296,665. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,964
Previous 4,118 3.74%
Holding current value
$296,665
Previous $303,000 15.51%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 05, 2024

SELL
$61.74 - $76.08 $9,507 - $11,716
-154 Reduced 3.74%
3,964 $256,000
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

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $136B
  • 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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