A detailed history of Thoroughbred Financial Services, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Thoroughbred Financial Services, LLC holds 10,965 shares of SCHW stock, worth $779,611. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,965
Holding current value
$779,611
% of portfolio
0.05%

Shares

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

Aug 08, 2024

BUY
$70.03 - $78.9 $767,878 - $865,138
10,965 New
10,965 $808,000
Q4 2023

Feb 09, 2024

SELL
$49.33 - $70.98 $15,242 - $21,932
-309 Reduced 2.21%
13,670 $940,000
Q3 2023

Nov 08, 2023

BUY
$54.2 - $67.94 $757,661 - $949,733
13,979 New
13,979 $767,000

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 $129B
  • 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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