A detailed history of Your Advocates Ltd., LLP transactions in Schwab Charles Corp stock. As of the latest transaction made, Your Advocates Ltd., LLP holds 434 shares of SCHW stock, worth $35,266. This represents 0.01% of its overall portfolio holdings.

Number of Shares
434
Previous 434 -0.0%
Holding current value
$35,266
Previous $31,000 9.68%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jul 29, 2024

SELL
$70.03 - $78.9 $630 - $710
-9 Reduced 2.03%
434 $31,000
Q1 2024

Apr 30, 2024

SELL
$61.89 - $72.38 $742 - $868
-12 Reduced 2.64%
443 $32,000
Q4 2023

Feb 07, 2024

BUY
$49.33 - $70.98 $98 - $141
2 Added 0.44%
455 $31,000
Q3 2023

Nov 02, 2023

SELL
$54.2 - $67.94 $1,300 - $1,630
-24 Reduced 5.03%
453 $24,000
Q2 2023

Jul 31, 2023

BUY
$47.37 - $57.14 $331 - $399
7 Added 1.49%
477 $27,000
Q1 2023

Apr 28, 2023

BUY
$51.91 - $85.6 $24,397 - $40,232
470 New
470 $24,000

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 $148B
  • 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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