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 443 shares of SCHW stock, worth $32,445. This represents 0.02% of its overall portfolio holdings.

Number of Shares
443
Previous 455 2.64%
Holding current value
$32,445
Previous $31,000 3.23%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $133B
  • 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
Track This Portfolio

Track Your Advocates Ltd., LLP Portfolio

Follow Your Advocates Ltd., LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Your Advocates Ltd., LLP, based on Form 13F filings with the SEC.

News

Stay updated on Your Advocates Ltd., LLP with notifications on news.