A detailed history of Tfc Financial Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Tfc Financial Management holds 447 shares of SCHW stock, worth $28,943. This represents 0.01% of its overall portfolio holdings.

Number of Shares
447
Previous 1,080 58.61%
Holding current value
$28,943
Previous $78,000 58.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 23, 2024

SELL
$70.03 - $78.9 $44,328 - $49,943
-633 Reduced 58.61%
447 $32,000
Q1 2024

Apr 30, 2024

SELL
$61.89 - $72.38 $19,681 - $23,016
-318 Reduced 22.75%
1,080 $78,000
Q4 2023

Jan 25, 2024

BUY
$49.33 - $70.98 $591 - $851
12 Added 0.87%
1,398 $96,000
Q3 2023

Oct 23, 2023

SELL
$54.2 - $67.94 $17,615 - $22,080
-325 Reduced 18.99%
1,386 $76,000
Q2 2023

Aug 07, 2023

BUY
$47.37 - $57.14 $36,901 - $44,512
779 Added 83.58%
1,711 $96,000
Q4 2022

Feb 13, 2023

BUY
$67.43 - $83.26 $61,563 - $76,016
913 Added 4805.26%
932 $77,000
Q3 2020

Nov 12, 2020

BUY
$33.02 - $36.28 $627 - $689
19 New
19 $1,000

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 $118B
  • 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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