A detailed history of Wilson & Boucher Capital Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 21,200 shares of SCHW stock, worth $1.58 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
21,200
Previous 21,205 0.02%
Holding current value
$1.58 Million
Previous $1.56 Billion 12.07%
% of portfolio
0.95%
Previous 1.2%

Shares

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

Nov 15, 2024

SELL
$61.74 - $76.08 $308 - $380
-5 Reduced 0.02%
21,200 $1.37 Billion
Q2 2024

Aug 14, 2024

SELL
$70.03 - $78.9 $49,021 - $55,230
-700 Reduced 3.2%
21,205 $1.56 Billion
Q1 2024

Apr 30, 2024

SELL
$61.89 - $72.38 $24,446 - $28,590
-395 Reduced 1.77%
21,905 $1.58 Billion
Q4 2023

Feb 09, 2024

SELL
$49.33 - $70.98 $29,598 - $42,588
-600 Reduced 2.62%
22,300 $1.53 Billion
Q1 2023

May 11, 2023

SELL
$51.91 - $85.6 $42,670 - $70,363
-822 Reduced 3.47%
22,900 $1.2 Billion
Q4 2022

Jan 10, 2023

SELL
$67.43 - $83.26 $105,325 - $130,052
-1,562 Reduced 6.18%
23,722 $1.98 Million
Q3 2022

Oct 21, 2022

BUY
$21.16 - $74.92 $45,345 - $160,553
2,143 Added 9.26%
25,284 $1.82 Million
Q2 2022

Jul 15, 2022

SELL
$59.99 - $83.83 $47,992 - $67,064
-800 Reduced 3.34%
23,141 $1.46 Million
Q1 2022

Apr 12, 2022

SELL
$75.69 - $95.53 $149,866 - $189,149
-1,980 Reduced 7.64%
23,941 $2.02 Million
Q4 2021

Feb 14, 2022

BUY
$73.23 - $85.82 $1.9 Million - $2.22 Million
25,921 New
25,921 $2.18 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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