Crumly & Associates Inc. Schwab Charles Corp Transaction History

Crumly & Associates Inc.

  • $323 Million
  • Q4 2024

A detailed history of Crumly & Associates Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Crumly & Associates Inc. holds 9,332 shares of SCHW stock, worth $730,508. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,332
Previous 9,425 0.99%
Holding current value
$730,508
Previous $610,000 13.11%
% of portfolio
0.21%
Previous 0.19%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$63.31 - $82.85 $5,887 - $7,705
-93 Reduced 0.99%
9,332 $690,000
Q3 2024

Nov 01, 2024
BUY
$61.74 - $76.08 $14,200 - $17,498
230 Added 2.5%
9,425 $610,000
Q2 2024

Aug 02, 2024
SELL
$70.03 - $78.9 $1,540 - $1,735
-22 Reduced 0.24%
9,195 $677,000
Q1 2024

May 01, 2024
SELL
$61.89 - $72.38 $13,739 - $16,068
-222 Reduced 2.35%
9,217 $666,000
Q4 2023

Jan 29, 2024
BUY
$49.33 - $70.98 $6,363 - $9,156
129 Added 1.39%
9,439 $649,000
Q4 2023

Jan 29, 2024
SELL
$49.33 - $70.98 $82,282 - $118,394
-1,668 Reduced 15.19%
9,310 $640,000
Q3 2023

Nov 02, 2023
SELL
$54.2 - $67.94 $15,447 - $19,362
-285 Reduced 2.53%
10,978 $602,000
Q2 2023

Jul 21, 2023
SELL
$47.37 - $57.14 $135,383 - $163,306
-2,858 Reduced 20.24%
11,263 $638,000
Q1 2023

Apr 24, 2023
BUY
$51.91 - $85.6 $181,685 - $299,600
3,500 Added 32.95%
14,121 $739,000
Q4 2022

Mar 03, 2023
BUY
$67.43 - $83.26 $175,992 - $217,308
2,610 Added 32.58%
10,621 $884,000
Q3 2022

Oct 25, 2022
SELL
$21.16 - $74.92 $2,391 - $8,465
-113 Reduced 1.39%
8,011 $575,000
Q2 2022

Aug 01, 2022
SELL
$59.99 - $83.83 $208,225 - $290,973
-3,471 Reduced 29.94%
8,124 $513,000
Q1 2022

May 02, 2022
SELL
$75.69 - $95.53 $8,098 - $10,221
-107 Reduced 0.91%
11,595 $977,000
Q4 2021

Feb 04, 2022
SELL
$73.23 - $85.82 $60,634 - $71,058
-828 Reduced 6.61%
11,702 $1.04 Million
Q3 2021

Oct 20, 2021
BUY
$66.68 - $77.38 $209,175 - $242,741
3,137 Added 33.4%
12,530 $913,000
Q2 2021

Aug 09, 2021
BUY
$63.69 - $76.01 $264,058 - $315,137
4,146 Added 79.02%
9,393 $684,000
Q1 2021

Apr 27, 2021
BUY
$51.54 - $67.65 $49,736 - $65,282
965 Added 22.54%
5,247 $342,000
Q4 2020

Jan 25, 2021
BUY
$36.75 - $53.04 $157,363 - $227,117
4,282 New
4,282 $250,000

Others Institutions Holding SCHW

# of Institutions
2,231
Shares Held
1.48B
Call Options Held
16.9M
Put Options Held
27.9M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $142B
  • 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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