A detailed history of Trust Point Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Trust Point Inc. holds 6,367 shares of SCHW stock, worth $523,685. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,367
Previous 6,746 5.62%
Holding current value
$523,685
Previous $497 Million 16.99%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 17, 2024

SELL
$61.74 - $76.08 $23,399 - $28,834
-379 Reduced 5.62%
6,367 $413 Million
Q2 2024

Jul 24, 2024

SELL
$70.03 - $78.9 $39,707 - $44,736
-567 Reduced 7.75%
6,746 $497 Million
Q1 2024

Apr 19, 2024

BUY
$61.89 - $72.38 $26,365 - $30,833
426 Added 6.19%
7,313 $529 Million
Q4 2023

Jan 23, 2024

BUY
$49.33 - $70.98 $339,735 - $488,839
6,887 New
6,887 $474 Million

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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