A detailed history of Fairfield Financial Advisors, LTD transactions in Schwab Charles Corp stock. As of the latest transaction made, Fairfield Financial Advisors, LTD holds 950 shares of SCHW stock, worth $71,297. This represents 0.02% of its overall portfolio holdings.

Number of Shares
950
Previous 1,173 19.01%
Holding current value
$71,297
Previous $86.4 Million 28.73%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 28, 2024

SELL
$61.74 - $76.08 $13,768 - $16,965
-223 Reduced 19.01%
950 $61.6 Million
Q2 2024

Aug 09, 2024

BUY
$70.03 - $78.9 $82,145 - $92,549
1,173 New
1,173 $86.4 Million
Q4 2023

Nov 04, 2024

SELL
$49.33 - $70.98 $59,294 - $85,317
-1,202 Reduced 41.35%
1,705 $117 Million
Q3 2023

Nov 04, 2024

SELL
$54.2 - $67.94 $390,185 - $489,100
-7,199 Reduced 71.23%
2,907 $160 Million
Q2 2023

Nov 04, 2024

BUY
$47.37 - $57.14 $433,719 - $523,173
9,156 Added 963.79%
10,106 $573 Million
Q1 2023

Nov 04, 2024

BUY
$51.91 - $85.6 $841,564 - $1.39 Million
16,212 Added 1706.53%
17,162 $901 Million
Q4 2022

Oct 07, 2024

BUY
$67.43 - $83.26 $6,540 - $8,076
97 Added 0.58%
16,870 $1.4 Billion
Q3 2022

Oct 07, 2024

BUY
$21.16 - $74.92 $330,096 - $1.17 Million
15,600 Added 1329.92%
16,773 $1.21 Billion
Q2 2022

Oct 07, 2024

BUY
$59.99 - $83.83 $890,851 - $1.24 Million
14,850 Added 1265.98%
16,023 $1.01 Billion
Q1 2022

Oct 07, 2024

BUY
$75.69 - $95.53 $1.17 Million - $1.47 Million
15,412 Added 1313.9%
16,585 $1.4 Billion

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
Track This Portfolio

Track Fairfield Financial Advisors, LTD Portfolio

Follow Fairfield Financial Advisors, LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fairfield Financial Advisors, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Fairfield Financial Advisors, LTD with notifications on news.