A detailed history of Cfo4 Life Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Cfo4 Life Group, LLC holds 5,576 shares of SCHW stock, worth $418,478. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,576
Previous 4,504 23.8%
Holding current value
$418,478
Previous $331,000 9.06%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $66,185 - $81,557
1,072 Added 23.8%
5,576 $361,000
Q2 2024

Jul 31, 2024

BUY
$70.03 - $78.9 $5,042 - $5,680
72 Added 1.62%
4,504 $331,000
Q1 2024

May 06, 2024

BUY
$61.89 - $72.38 $274,296 - $320,788
4,432 New
4,432 $320,000
Q2 2020

Jul 15, 2020

SELL
$31.75 - $42.82 $223,869 - $301,923
-7,051 Closed
0 $0
Q1 2020

Apr 16, 2020

BUY
$28.43 - $49.0 $200,459 - $345,499
7,051 New
7,051 $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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