A detailed history of Autus Asset Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Autus Asset Management, LLC holds 2,996 shares of SCHW stock, worth $212,206. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,996
Previous 2,996 -0.0%
Holding current value
$212,206
Previous $215,000 15.81%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 13, 2022

BUY
$21.16 - $74.92 $63,395 - $224,460
2,996 New
2,996 $215,000
Q2 2022

Jul 22, 2022

SELL
$59.99 - $83.83 $178,830 - $249,897
-2,981 Closed
0 $0
Q1 2022

Apr 13, 2022

SELL
$75.69 - $95.53 $19,906 - $25,124
-263 Reduced 8.11%
2,981 $251,000
Q3 2021

Oct 18, 2021

SELL
$66.68 - $77.38 $19,337 - $22,440
-290 Reduced 8.21%
3,244 $236,000
Q2 2021

Jul 16, 2021

SELL
$63.69 - $76.01 $3,120 - $3,724
-49 Reduced 1.37%
3,534 $257,000
Q1 2021

Apr 14, 2021

BUY
$51.54 - $67.65 $184,667 - $242,389
3,583 New
3,583 $234,000

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 $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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