A detailed history of Tcg Advisory Services, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Tcg Advisory Services, LLC holds 127,104 shares of SCHW stock, worth $10.5 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
127,104
Previous 1,500 8373.6%
Holding current value
$10.5 Million
Previous $110,000 7388.18%
% of portfolio
0.37%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$61.74 - $76.08 $625,734 - $771,070
-10,135 Reduced 7.38%
127,104 $8.24 Million
Q2 2024

Aug 09, 2024

BUY
$70.03 - $78.9 $585,870 - $660,077
8,366 Added 6.49%
137,239 $10.1 Million
Q1 2024

May 10, 2024

BUY
$61.89 - $72.38 $199,904 - $233,787
3,230 Added 2.57%
128,873 $9.32 Million
Q4 2023

Feb 06, 2024

BUY
$49.33 - $70.98 $3.51 Million - $5.05 Million
71,213 Added 130.83%
125,643 $8.64 Million
Q3 2023

Nov 14, 2023

BUY
$54.2 - $67.94 $310,511 - $389,228
5,729 Added 11.76%
54,430 $2.99 Million
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $391,607 - $472,376
8,267 Added 20.45%
48,701 $2.76 Million
Q1 2023

Apr 24, 2023

BUY
$51.91 - $85.6 $2.1 Million - $3.46 Million
40,434 New
40,434 $2.12 Million
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $59,269 - $209,850
2,801 New
2,801 $201,000
Q2 2021

Aug 13, 2021

SELL
$63.69 - $76.01 $431,499 - $514,967
-6,775 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$51.54 - $67.65 $349,183 - $458,328
6,775 New
6,775 $442,000

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 $150B
  • 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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