A detailed history of Aaron Wealth Advisors LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 15,055 shares of SCHW stock, worth $1.07 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
15,055
Previous 14,361 4.83%
Holding current value
$1.07 Million
Previous $1.06 Million 7.84%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Oct 17, 2024

BUY
$61.74 - $76.08 $42,847 - $52,799
694 Added 4.83%
15,055 $975,000
Q2 2024

Jul 22, 2024

BUY
$70.03 - $78.9 $65,478 - $73,771
935 Added 6.96%
14,361 $1.06 Million
Q1 2024

Apr 25, 2024

BUY
$61.89 - $72.38 $70,059 - $81,934
1,132 Added 9.21%
13,426 $971,000
Q4 2023

Jan 26, 2024

SELL
$49.33 - $70.98 $6.31 Million - $9.08 Million
-127,857 Reduced 91.23%
12,294 $845,000
Q3 2023

Oct 19, 2023

BUY
$54.2 - $67.94 $3.74 Million - $4.69 Million
69,087 Added 97.22%
140,151 $7.69 Million
Q2 2023

Jul 26, 2023

BUY
$47.37 - $57.14 $126,335 - $152,392
2,667 Added 3.9%
71,064 $4.03 Million
Q1 2023

May 02, 2023

BUY
$51.91 - $85.6 $3.17 Million - $5.22 Million
61,037 Added 829.31%
68,397 $3.58 Million
Q4 2022

Jan 24, 2023

BUY
$67.43 - $83.26 $164,057 - $202,571
2,433 Added 49.38%
7,360 $0
Q3 2022

Oct 21, 2022

BUY
$21.16 - $74.92 $29,475 - $104,363
1,393 Added 39.42%
4,927 $354,000
Q2 2022

Jul 22, 2022

SELL
$59.99 - $83.83 $10.6 Million - $14.8 Million
-176,383 Reduced 98.04%
3,534 $223,000
Q1 2022

May 10, 2022

BUY
$75.69 - $95.53 $13.6 Million - $17.2 Million
179,917 New
179,917 $2.13 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 $129B
  • 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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