A detailed history of Truvestments Capital LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Truvestments Capital LLC holds 1,362 shares of SCHW stock, worth $102,218. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,362
Holding current value
$102,218
% of portfolio
0.02%

Shares

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

Nov 13, 2024

BUY
$61.74 - $76.08 $84,089 - $103,620
1,362 New
1,362 $88,000
Q1 2024

May 14, 2024

SELL
$61.89 - $72.38 $8,540 - $9,988
-138 Reduced 9.22%
1,359 $98,000
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $147 - $212
3 Added 0.2%
1,497 $102,000
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $108 - $135
2 Added 0.13%
1,494 $82,000
Q2 2023

Aug 10, 2023

BUY
$47.37 - $57.14 $70,676 - $85,252
1,492 New
1,492 $84,000
Q4 2019

Jan 29, 2020

SELL
$35.1 - $51.07 $105,300 - $153,210
-3,000 Closed
0 $0
Q2 2019

Jul 15, 2019

BUY
$39.15 - $46.26 $117,450 - $138,780
3,000 New
3,000 $121,000
Q1 2019

Apr 12, 2019

SELL
$40.72 - $47.98 $8,306 - $9,787
-204 Closed
0 $0
Q3 2018

Oct 22, 2018

BUY
$49.15 - $54.22 $10,026 - $11,060
204 New
204 $10,000

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 $136B
  • 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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