A detailed history of Tag Stone Capital, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Tag Stone Capital, Inc. holds 6,471 shares of SCHW stock, worth $407,025. This represents 0.28% of its overall portfolio holdings.

Number of Shares
6,471
Previous 6,449 0.34%
Holding current value
$407,025
Previous $466,000 2.15%
% of portfolio
0.28%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$70.03 - $78.9 $1,540 - $1,735
22 Added 0.34%
6,471 $476,000
Q1 2024

May 06, 2024

BUY
$61.89 - $72.38 $1,485 - $1,737
24 Added 0.37%
6,449 $466,000
Q4 2023

Feb 12, 2024

BUY
$49.33 - $70.98 $1,381 - $1,987
28 Added 0.44%
6,425 $442,000
Q3 2023

Nov 08, 2023

BUY
$54.2 - $67.94 $1,463 - $1,834
27 Added 0.42%
6,397 $351,000
Q2 2023

Aug 10, 2023

BUY
$47.37 - $57.14 $1,373 - $1,657
29 Added 0.46%
6,370 $361,000
Q1 2023

May 11, 2023

BUY
$51.91 - $85.6 $6,229 - $10,272
120 Added 1.93%
6,341 $332,000
Q4 2022

Feb 13, 2023

BUY
$67.43 - $83.26 $1,146 - $1,415
17 Added 0.27%
6,221 $518,000
Q3 2022

Nov 01, 2022

BUY
$21.16 - $74.92 $402 - $1,423
19 Added 0.31%
6,204 $446,000
Q2 2022

Aug 01, 2022

BUY
$59.99 - $83.83 $1,019 - $1,425
17 Added 0.28%
6,185 $391,000
Q1 2022

May 13, 2022

BUY
$75.69 - $95.53 $1,135 - $1,432
15 Added 0.24%
6,168 $520,000
Q4 2021

Feb 01, 2022

BUY
$73.23 - $85.82 $450,584 - $528,050
6,153 New
6,153 $517,000

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 $114B
  • 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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