A detailed history of Caliber Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 41,818 shares of SCHW stock, worth $3.12 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
41,818
Previous 41,441 0.91%
Holding current value
$3.12 Million
Previous $2.85 Million 6.1%
% of portfolio
1.61%
Previous 1.68%

Shares

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

Apr 25, 2024

BUY
$61.89 - $72.38 $23,332 - $27,287
377 Added 0.91%
41,818 $3.03 Million
Q4 2023

Apr 22, 2024

BUY
$49.33 - $70.98 $54,657 - $78,645
1,108 Added 2.75%
41,441 $2.85 Million
Q3 2023

Oct 16, 2023

BUY
$54.2 - $67.94 $78,481 - $98,377
1,448 Added 3.72%
40,333 $2.21 Million
Q2 2023

Jul 27, 2023

BUY
$47.37 - $57.14 $1.42 Million - $1.72 Million
30,026 Added 338.93%
38,885 $2.2 Million
Q1 2023

Apr 10, 2023

SELL
$51.91 - $85.6 $576,512 - $950,673
-11,106 Reduced 55.63%
8,859 $464,000
Q4 2022

Jan 24, 2023

BUY
$67.43 - $83.26 $1.35 Million - $1.66 Million
19,965 New
19,965 $0

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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