A detailed history of Tfg Advisers LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Tfg Advisers LLC holds 4,343 shares of SCHW stock, worth $350,219. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,343
Previous 4,210 3.16%
Holding current value
$350,219
Previous $310,000 9.35%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Oct 22, 2024

BUY
$61.74 - $76.08 $8,211 - $10,118
133 Added 3.16%
4,343 $281,000
Q2 2024

Jul 25, 2024

BUY
$70.03 - $78.9 $50,281 - $56,650
718 Added 20.56%
4,210 $310,000
Q1 2024

May 06, 2024

BUY
$61.89 - $72.38 $20,052 - $23,451
324 Added 10.23%
3,492 $252,000
Q4 2023

Feb 13, 2024

BUY
$49.33 - $70.98 $156,277 - $224,864
3,168 New
3,168 $217,000

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 $147B
  • 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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