West Paces Advisors Inc. Schwab Charles Corp Transaction History

West Paces Advisors Inc.

  • $408 Billion
  • Q3 2024

A detailed history of West Paces Advisors Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, West Paces Advisors Inc. holds 655 shares of SCHW stock, worth $52,524. This represents 0.01% of its overall portfolio holdings.

Number of Shares
655
Previous 940 30.32%
Holding current value
$52,524
Previous $69.3 Million 38.73%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 15, 2024
SELL
$61.74 - $76.08 $17,595 - $21,682
-285 Reduced 30.32%
655 $42.5 Million
Q2 2024

Jul 16, 2024
SELL
$70.03 - $78.9 $1,540 - $1,735
-22 Reduced 2.29%
940 $69.3 Million
Q1 2024

Apr 15, 2024
SELL
$61.89 - $72.38 $3,032 - $3,546
-49 Reduced 4.85%
962 $69.6 Million
Q4 2023

Jan 30, 2024
BUY
$49.33 - $70.98 $1,282 - $1,845
26 Added 2.64%
1,011 $69.6 Million
Q2 2023

Dec 18, 2023
BUY
$47.37 - $57.14 $710 - $857
15 Added 1.55%
985 $55.8 Million
Q1 2023

Dec 18, 2023
SELL
$51.91 - $85.6 $1,764 - $2,910
-34 Reduced 3.39%
970 $50.8 Million
Q4 2022

Dec 18, 2023
BUY
$67.43 - $83.26 $67,699 - $83,593
1,004 New
1,004 $83.6 Million
Q3 2022

Dec 18, 2023
SELL
$21.16 - $74.92 $253 - $899
-12 Reduced 0.94%
1,258 $90.4 Million
Q2 2022

Dec 18, 2023
SELL
$59.99 - $83.83 $2,039 - $2,850
-34 Reduced 2.61%
1,270 $80.2 Million
Q1 2022

Dec 18, 2023
BUY
$75.69 - $95.53 $24,145 - $30,474
319 Added 32.39%
1,304 $110 Million
Q4 2021

Dec 19, 2023
BUY
$73.23 - $85.82 $41,008 - $48,059
560 Added 81.75%
1,245 $105 Million
Q2 2021

Dec 19, 2023
BUY
$63.69 - $76.01 $19,234 - $22,955
302 Added 78.85%
685 $49.9 Million
Q1 2021

Dec 19, 2023
BUY
$51.54 - $67.65 $7,112 - $9,335
138 Added 56.33%
383 $25 Million
Q2 2020

Dec 19, 2023
SELL
$31.75 - $42.82 $23,495 - $31,686
-740 Reduced 75.13%
245 $8.27 Million
Q1 2020

Dec 20, 2023
SELL
$28.43 - $49.0 $4,833 - $8,330
-170 Reduced 38.81%
268 $9.01 Million
Q3 2019

Dec 21, 2023
BUY
$36.12 - $44.28 $7,043 - $8,634
195 Added 44.52%
633 $26.5 Million
Q3 2018

Dec 20, 2023
SELL
$49.15 - $54.22 $26,885 - $29,658
-547 Reduced 55.53%
438 $21.5 Million
Q2 2018

Dec 21, 2023
BUY
$50.11 - $59.59 $1,152 - $1,370
23 Added 5.54%
438 $22.4 Million
Q2 2017

Dec 21, 2023
SELL
N/A
-378 Reduced 47.67%
415 $17.8 Million
Q1 2017

Dec 21, 2023
SELL
N/A
-631 Reduced 44.31%
793 $32.4 Million
Q4 2016

Dec 21, 2023
BUY
N/A
439
1,424 $56.2 Million

Others Institutions Holding SCHW

# of Institutions
2,083
Shares Held
1.45B
Call Options Held
16.9M
Put Options Held
22.3M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • 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
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