A detailed history of Altium Wealth Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Altium Wealth Management LLC holds 73,212 shares of SCHW stock, worth $5.48 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
73,212
Previous 95,350 23.22%
Holding current value
$5.48 Million
Previous $8.04 Million 42.46%
% of portfolio
0.33%
Previous 0.52%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022

SELL
$59.99 - $83.83 $1.33 Million - $1.86 Million
-22,138 Reduced 23.22%
73,212 $4.63 Million
Q1 2022

May 16, 2022

BUY
$75.69 - $95.53 $2.88 Million - $3.64 Million
38,072 Added 66.47%
95,350 $8.04 Million
Q4 2021

Jan 31, 2022

BUY
$73.23 - $85.82 $1.07 Million - $1.25 Million
14,577 Added 34.14%
57,278 $4.82 Million
Q3 2021

Nov 15, 2021

BUY
$66.68 - $77.38 $1.1 Million - $1.27 Million
16,468 Added 62.78%
42,701 $3.11 Million
Q2 2021

Aug 13, 2021

BUY
$63.69 - $76.01 $561,108 - $669,648
8,810 Added 50.57%
26,233 $1.91 Million
Q1 2021

May 06, 2021

BUY
$51.54 - $67.65 $556,528 - $730,484
10,798 Added 162.99%
17,423 $1.14 Million
Q4 2020

Feb 04, 2021

BUY
$36.75 - $53.04 $10,878 - $15,699
296 Added 4.68%
6,625 $351,000
Q3 2020

Oct 26, 2020

SELL
$33.02 - $36.28 $30,246 - $33,232
-916 Reduced 12.64%
6,329 $229,000
Q2 2020

Jul 31, 2020

SELL
$31.75 - $42.82 $52,165 - $70,353
-1,643 Reduced 18.49%
7,245 $244,000
Q1 2020

Apr 23, 2020

BUY
$28.43 - $49.0 $74,316 - $128,086
2,614 Added 41.66%
8,888 $299,000
Q4 2019

Jan 17, 2020

BUY
$35.1 - $51.07 $220,217 - $320,413
6,274 New
6,274 $298,000
Q1 2019

Apr 26, 2019

SELL
$40.72 - $47.98 $208,201 - $245,321
-5,113 Closed
0 $0
Q4 2018

Jan 18, 2019

SELL
$38.25 - $52.17 $106,258 - $144,928
-2,778 Reduced 35.2%
5,113 $212,000
Q3 2018

Nov 13, 2018

BUY
$49.15 - $54.22 $159,442 - $175,889
3,244 Added 69.81%
7,891 $388,000
Q2 2018

Aug 14, 2018

BUY
$50.11 - $59.59 $232,861 - $276,914
4,647 New
4,647 $237,000

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 $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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