A detailed history of Spectrum Financial Alliance LTD LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Spectrum Financial Alliance LTD LLC holds 107,155 shares of SCHW stock, worth $8.38 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
107,155
Previous 137,582 22.12%
Holding current value
$8.38 Million
Previous $10.1 Million 31.51%
% of portfolio
2.49%
Previous 3.63%

Shares

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

Oct 18, 2024

SELL
$61.74 - $76.08 $1.88 Million - $2.31 Million
-30,427 Reduced 22.12%
107,155 $6.94 Million
Q2 2024

Jul 19, 2024

BUY
$70.03 - $78.9 $123,392 - $139,021
1,762 Added 1.3%
137,582 $10.1 Million
Q1 2024

May 13, 2024

SELL
$61.89 - $72.38 $223,608 - $261,508
-3,613 Reduced 2.59%
135,820 $9.83 Million
Q4 2023

Jan 30, 2024

SELL
$49.33 - $70.98 $124,262 - $178,798
-2,519 Reduced 1.77%
139,433 $9.59 Million
Q3 2023

Oct 27, 2023

BUY
$54.2 - $67.94 $6.02 Million - $7.55 Million
111,160 Added 361.0%
141,952 $7.79 Million
Q2 2023

Jul 19, 2023

BUY
$47.37 - $57.14 $1.46 Million - $1.76 Million
30,792 New
30,792 $1.75 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 $142B
  • 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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