A detailed history of Wood Trust Financial Corp transactions in Schwab Charles Corp stock. As of the latest transaction made, Wood Trust Financial Corp holds 31,617 shares of SCHW stock, worth $2.03 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
31,617
Previous 31,817 0.63%
Holding current value
$2.03 Million
Previous $2.3 Million 1.26%
% of portfolio
0.36%
Previous 0.36%

Shares

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

Aug 13, 2024

SELL
$70.03 - $78.9 $14,006 - $15,780
-200 Reduced 0.63%
31,617 $2.33 Million
Q1 2024

Apr 17, 2024

BUY
$61.89 - $72.38 $62,942 - $73,610
1,017 Added 3.3%
31,817 $2.3 Million
Q4 2023

Jan 23, 2024

BUY
$49.33 - $70.98 $531,974 - $765,448
10,784 Added 53.88%
30,800 $2.12 Million
Q3 2023

Oct 16, 2023

BUY
$54.2 - $67.94 $33,387 - $41,851
616 Added 3.18%
20,016 $1.1 Million
Q2 2023

Jul 28, 2023

BUY
$47.37 - $57.14 $918,978 - $1.11 Million
19,400 New
19,400 $1.1 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 $117B
  • 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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