A detailed history of Strategic Blueprint, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Strategic Blueprint, LLC holds 11,708 shares of SCHW stock, worth $857,493. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,708
Previous 10,172 15.1%
Holding current value
$857,493
Previous $699,000 21.03%
% of portfolio
0.06%
Previous 0.06%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$61.89 - $72.38 $95,063 - $111,175
1,536 Added 15.1%
11,708 $846,000
Q4 2023

Jan 25, 2024

BUY
$49.33 - $70.98 $36,948 - $53,164
749 Added 7.95%
10,172 $699,000
Q3 2023

Oct 18, 2023

BUY
$54.2 - $67.94 $17,344 - $21,740
320 Added 3.52%
9,423 $517,000
Q2 2023

Oct 18, 2023

SELL
$47.37 - $57.14 $273,088 - $329,412
-5,765 Reduced 38.77%
9,103 $515,000
Q1 2023

Apr 28, 2023

BUY
$51.91 - $85.6 $32,236 - $53,157
621 Added 4.36%
14,868 $778,000
Q4 2022

Jan 26, 2023

SELL
$67.43 - $83.26 $97,571 - $120,477
-1,447 Reduced 9.22%
14,247 $0
Q3 2022

Nov 08, 2022

BUY
$21.16 - $74.92 $11,024 - $39,033
521 Added 3.43%
15,694 $1.13 Million
Q2 2022

Aug 12, 2022

BUY
$59.99 - $83.83 $89,325 - $124,822
1,489 Added 10.88%
15,173 $959,000
Q1 2022

Aug 12, 2022

BUY
$75.69 - $95.53 $521,352 - $658,010
6,888 Added 101.35%
13,684 $1.15 Million
Q4 2021

Feb 14, 2022

SELL
$73.23 - $85.82 $13,694 - $16,048
-187 Reduced 2.68%
6,796 $571,000
Q3 2021

Nov 12, 2021

SELL
$66.68 - $77.38 $756,617 - $878,030
-11,347 Reduced 61.9%
6,983 $509,000
Q2 2021

Aug 12, 2021

BUY
$63.69 - $76.01 $731,989 - $873,582
11,493 Added 168.1%
18,330 $1.33 Million
Q1 2021

May 10, 2021

BUY
$51.54 - $67.65 $22,419 - $29,427
435 Added 6.79%
6,837 $446,000
Q4 2020

Jan 26, 2021

SELL
$36.75 - $53.04 $406,749 - $587,046
-11,068 Reduced 63.35%
6,402 $340,000
Q3 2020

Oct 27, 2020

BUY
$33.02 - $36.28 $576,859 - $633,811
17,470 New
17,470 $633,000

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 $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
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