A detailed history of Washington Trust Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Washington Trust Advisors, Inc. holds 387 shares of SCHW stock, worth $28,924. This represents 0.0% of its overall portfolio holdings.

Number of Shares
387
Previous 238 62.61%
Holding current value
$28,924
Previous $17,000 47.06%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 01, 2024

BUY
$61.74 - $76.08 $9,199 - $11,335
149 Added 62.61%
387 $25,000
Q1 2024

May 07, 2024

BUY
$61.89 - $72.38 $8,602 - $10,060
139 Added 140.4%
238 $17,000
Q4 2023

Jan 18, 2024

BUY
$49.33 - $70.98 $4,883 - $7,027
99 New
99 $6,000
Q3 2022

Oct 14, 2022

SELL
$21.16 - $74.92 $1,311 - $4,645
-62 Reduced 18.67%
270 $19,000
Q2 2022

Jul 25, 2022

SELL
$59.99 - $83.83 $1,919 - $2,682
-32 Reduced 8.79%
332 $21,000
Q1 2022

May 05, 2022

SELL
$75.69 - $95.53 $10,672 - $13,469
-141 Reduced 27.92%
364 $31,000
Q4 2021

Feb 11, 2022

BUY
$73.23 - $85.82 $36,981 - $43,339
505 New
505 $43,000

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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