A detailed history of West End Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, West End Advisors, LLC holds 28 shares of SCHW stock, worth $2,092. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28
Previous 25 12.0%
Holding current value
$2,092
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$61.74 - $76.08 $185 - $228
3 Added 12.0%
28 $1,000
Q2 2024

Jul 29, 2024

BUY
$70.03 - $78.9 $1,330 - $1,499
19 Added 316.67%
25 $1,000
Q1 2024

May 07, 2024

BUY
$61.89 - $72.38 $371 - $434
6 New
6 $0
Q2 2022

Jul 28, 2022

SELL
$59.99 - $83.83 $1,019 - $1,425
-17 Closed
0 $0
Q1 2022

Apr 26, 2022

SELL
$75.69 - $95.53 $75 - $95
-1 Reduced 5.56%
17 $1.43 Million
Q3 2021

Oct 26, 2021

BUY
$66.68 - $77.38 $66 - $77
1 Added 5.88%
18 $1.31 Million
Q2 2021

Jul 15, 2021

BUY
$63.69 - $76.01 $1,082 - $1,292
17 New
17 $1.24 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 $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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