A detailed history of Bok Financial Private Wealth, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 214 shares of SCHW stock, worth $17,511. This represents 0.0% of its overall portfolio holdings.

Number of Shares
214
Previous 214 -0.0%
Holding current value
$17,511
Previous $15,000 13.33%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$61.89 - $72.38 $1,547 - $1,809
-25 Reduced 10.46%
214 $15,000
Q4 2023

Jan 30, 2024

BUY
$49.33 - $70.98 $6,166 - $8,872
125 Added 109.65%
239 $16,000
Q2 2023

Aug 08, 2023

SELL
$47.37 - $57.14 $1,800 - $2,171
-38 Reduced 25.0%
114 $6,000
Q1 2023

Apr 21, 2023

BUY
$51.91 - $85.6 $1,972 - $3,252
38 Added 33.33%
152 $7,000
Q3 2022

Nov 07, 2022

BUY
$21.16 - $74.92 $2,412 - $8,540
114 New
114 $8,000
Q2 2022

Aug 15, 2022

SELL
$59.99 - $83.83 $393,114 - $549,337
-6,553 Reduced 98.29%
114 $7,000
Q1 2022

May 09, 2022

BUY
$75.69 - $95.53 $41,402 - $52,254
547 Added 8.94%
6,667 $562,000
Q4 2021

Feb 15, 2022

BUY
$73.23 - $85.82 $62,977 - $73,805
860 Added 16.35%
6,120 $515,000
Q3 2021

Nov 15, 2021

BUY
$66.68 - $77.38 $350,736 - $407,018
5,260 New
5,260 $383,000
Q3 2021

Nov 09, 2021

SELL
$66.68 - $77.38 $342,668 - $397,655
-5,139 Closed
0 $0
Q2 2021

Aug 03, 2021

BUY
$63.69 - $76.01 $79,612 - $95,012
1,250 Added 32.14%
5,139 $374,000
Q1 2021

May 12, 2021

BUY
$51.54 - $67.65 $200,439 - $263,090
3,889 New
3,889 $253,000
Q2 2020

Aug 13, 2020

SELL
$31.75 - $42.82 $258,730 - $348,940
-8,149 Closed
0 $0
Q1 2020

May 07, 2020

SELL
$28.43 - $49.0 $7,619 - $13,132
-268 Reduced 3.18%
8,149 $274,000
Q4 2019

Feb 05, 2020

BUY
$35.1 - $51.07 $295,436 - $429,856
8,417 New
8,417 $400,000

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 $149B
  • 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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