A detailed history of Wedmont Private Capital transactions in Schwab Charles Corp stock. As of the latest transaction made, Wedmont Private Capital holds 12,817 shares of SCHW stock, worth $1.03 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,817
Previous 14,056 8.81%
Holding current value
$1.03 Million
Previous $1.04 Million 19.81%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Oct 08, 2024

SELL
$61.74 - $76.08 $76,495 - $94,263
-1,239 Reduced 8.81%
12,817 $830,000
Q2 2024

Jul 15, 2024

BUY
$70.03 - $78.9 $64,847 - $73,061
926 Added 7.05%
14,056 $1.04 Million
Q1 2024

Apr 10, 2024

BUY
$61.89 - $72.38 $88,502 - $103,503
1,430 Added 12.22%
13,130 $949,000
Q4 2023

Jan 09, 2024

BUY
$49.33 - $70.98 $31,176 - $44,859
632 Added 5.71%
11,700 $804,000
Q3 2023

Oct 10, 2023

BUY
$54.2 - $67.94 $27,696 - $34,717
511 Added 4.84%
11,068 $607,000
Q2 2023

Jul 17, 2023

SELL
$47.37 - $57.14 $715,476 - $863,042
-15,104 Reduced 58.86%
10,557 $598,000
Q1 2023

Apr 11, 2023

BUY
$51.91 - $85.6 $917,820 - $1.51 Million
17,681 Added 221.57%
25,661 $1.34 Million
Q4 2022

Jan 09, 2023

BUY
$67.43 - $83.26 $28,725 - $35,468
426 Added 5.64%
7,980 $0
Q3 2022

Oct 03, 2022

BUY
$21.16 - $74.92 $51,270 - $181,531
2,423 Added 47.22%
7,554 $543,000
Q2 2022

Jul 11, 2022

BUY
$59.99 - $83.83 $39,713 - $55,495
662 Added 14.81%
5,131 $324,000
Q1 2022

Apr 05, 2022

BUY
$75.69 - $95.53 $112,323 - $141,766
1,484 Added 49.72%
4,469 $368,000
Q4 2021

Jan 14, 2022

BUY
$73.23 - $85.82 $218,591 - $256,172
2,985 New
2,985 $279,000

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 $146B
  • 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
Track This Portfolio

Track Wedmont Private Capital Portfolio

Follow Wedmont Private Capital and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.