A detailed history of Barrett & Company, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Barrett & Company, Inc. holds 1,514 shares of SCHW stock, worth $107,645. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,514
Previous 1,588 4.66%
Holding current value
$107,645
Previous $117 Million 16.15%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 24, 2024

SELL
$61.74 - $76.08 $4,568 - $5,629
-74 Reduced 4.66%
1,514 $98.1 Million
Q1 2023

May 11, 2023

BUY
$51.91 - $85.6 $82,433 - $135,932
1,588 New
1,588 $83.2 Million
Q4 2022

May 23, 2023

SELL
$67.43 - $83.26 $13,486 - $16,652
-200 Reduced 12.59%
1,388 $116 Million
Q3 2022

Jun 13, 2023

SELL
$21.16 - $74.92 $4,232 - $14,984
-200 Reduced 12.59%
1,388 $116 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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