A detailed history of West Coast Financial LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, West Coast Financial LLC holds 3,235 shares of SCHW stock, worth $266,078. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,235
Previous 3,235 -0.0%
Holding current value
$266,078
Previous $238,000 12.18%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jul 19, 2024

SELL
$70.03 - $78.9 $3,571 - $4,023
-51 Reduced 1.55%
3,235 $238,000
Q1 2024

Apr 12, 2024

BUY
$61.89 - $72.38 $8,355 - $9,771
135 Added 4.28%
3,286 $237,000
Q4 2023

Jan 11, 2024

BUY
$49.33 - $70.98 $155,438 - $223,657
3,151 New
3,151 $216,000
Q3 2022

Oct 31, 2022

SELL
$21.16 - $74.92 $9,098 - $32,215
-430 Reduced 10.5%
3,665 $263,000
Q2 2022

Jul 11, 2022

SELL
$59.99 - $83.83 $46,012 - $64,297
-767 Reduced 15.78%
4,095 $259,000
Q1 2022

Apr 20, 2022

SELL
$75.69 - $95.53 $49,198 - $62,094
-650 Reduced 11.79%
4,862 $410,000
Q4 2021

Jan 19, 2022

SELL
$73.23 - $85.82 $20,797 - $24,372
-284 Reduced 4.9%
5,512 $464,000
Q3 2021

Nov 03, 2021

SELL
$66.68 - $77.38 $27,405 - $31,803
-411 Reduced 6.62%
5,796 $422,000
Q2 2021

Jul 28, 2021

BUY
$63.69 - $76.01 $45,920 - $54,803
721 Added 13.14%
6,207 $452,000
Q1 2021

May 10, 2021

BUY
$51.54 - $67.65 $26,336 - $34,569
511 Added 10.27%
5,486 $358,000
Q4 2020

Feb 03, 2021

SELL
$36.75 - $53.04 $39,138 - $56,487
-1,065 Reduced 17.63%
4,975 $264,000
Q3 2020

Nov 05, 2020

SELL
$33.02 - $36.28 $47,912 - $52,642
-1,451 Reduced 19.37%
6,040 $219,000
Q2 2020

Jul 13, 2020

SELL
$31.75 - $42.82 $94,392 - $127,303
-2,973 Reduced 28.41%
7,491 $253,000
Q1 2020

Apr 21, 2020

SELL
$28.43 - $49.0 $5.93 Million - $10.2 Million
-208,534 Reduced 95.22%
10,464 $352,000
Q4 2019

Jan 17, 2020

BUY
$35.1 - $51.07 $2.52 Million - $3.66 Million
71,724 Added 48.7%
218,998 $10.4 Million
Q3 2019

Oct 16, 2019

SELL
$36.12 - $44.28 $44,788 - $54,907
-1,240 Reduced 0.83%
147,274 $6.16 Million
Q2 2019

Jul 16, 2019

SELL
$39.15 - $46.26 $93,960 - $111,024
-2,400 Reduced 1.59%
148,514 $5.97 Million
Q1 2019

Apr 22, 2019

BUY
$40.72 - $47.98 $628,757 - $740,859
15,441 Added 11.4%
150,914 $6.45 Million
Q4 2018

Jan 29, 2019

BUY
$38.25 - $52.17 $917,732 - $1.25 Million
23,993 Added 21.52%
135,473 $5.63 Million
Q3 2018

Oct 19, 2018

BUY
$49.15 - $54.22 $550,037 - $606,776
11,191 Added 11.16%
111,480 $5.48 Million
Q2 2018

Jul 16, 2018

BUY
$50.11 - $59.59 $2,154 - $2,562
43 Added 0.04%
100,289 $5.13 Million
Q1 2018

Apr 17, 2018

SELL
$48.9 - $57.76 $28,948 - $34,193
-592 Reduced 0.59%
100,246 $5.24 Million
Q4 2017

Jan 19, 2018

BUY
$43.27 - $52.28 $53,568 - $64,722
1,238 Added 1.24%
100,838 $5.18 Million
Q3 2017

Nov 02, 2017

BUY
$38.11 - $44.04 $3.8 Million - $4.39 Million
99,600
99,600 $4.36 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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