A detailed history of Sunbelt Securities, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 10,950 shares of SCHW stock, worth $818,403. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,950
Previous 10,452 4.76%
Holding current value
$818,403
Previous $770,000 7.92%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 18, 2024

BUY
$61.74 - $76.08 $30,746 - $37,887
498 Added 4.76%
10,950 $709,000
Q2 2024

Aug 15, 2024

BUY
$70.03 - $78.9 $70 - $78
1 Added 0.01%
10,452 $770,000
Q1 2024

Apr 15, 2024

SELL
$61.89 - $72.38 $4,517 - $5,283
-73 Reduced 0.69%
10,451 $756,000
Q4 2023

Feb 14, 2024

SELL
$49.33 - $70.98 $6,462 - $9,298
-131 Reduced 1.23%
10,524 $724,000
Q3 2023

Dec 11, 2023

BUY
$54.2 - $67.94 $516,146 - $646,992
9,523 Added 841.25%
10,655 $584,000
Q2 2023

Aug 15, 2023

BUY
$47.37 - $57.14 $11,321 - $13,656
239 Added 26.76%
1,132 $64,000
Q1 2023

May 17, 2023

BUY
$51.91 - $85.6 $46,355 - $76,440
893 New
893 $46,000
Q1 2020

May 15, 2020

SELL
$28.43 - $49.0 $872,943 - $1.5 Million
-30,705 Closed
0 $0
Q4 2019

Feb 14, 2020

SELL
$35.1 - $51.07 $7,722 - $11,235
-220 Reduced 0.71%
30,705 $365 Million
Q3 2019

Nov 15, 2019

BUY
$36.12 - $44.28 $1.12 Million - $1.37 Million
30,925 New
30,925 $1.29 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 $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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