Financial Counselors Inc Schwab Charles Corp Transaction History

Financial Counselors Inc

  • $6.67 Billion
  • Q3 2024

A detailed history of Financial Counselors Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Financial Counselors Inc holds 275,976 shares of SCHW stock, worth $22.8 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
275,976
Previous 261,481 5.54%
Holding current value
$22.8 Million
Previous $19.3 Million 7.17%
% of portfolio
0.27%
Previous 0.31%

Shares

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

Nov 13, 2024
BUY
$61.74 - $76.08 $894,921 - $1.1 Million
14,495 Added 5.54%
275,976 $17.9 Million
Q2 2024

Aug 01, 2024
BUY
$70.03 - $78.9 $52,032 - $58,622
743 Added 0.28%
261,481 $19.3 Million
Q1 2024

May 02, 2024
SELL
$61.89 - $72.38 $75,134 - $87,869
-1,214 Reduced 0.46%
260,738 $18.9 Million
Q4 2023

Jan 26, 2024
BUY
$49.33 - $70.98 $412,053 - $592,895
8,353 Added 3.29%
261,952 $18 Million
Q3 2023

Nov 07, 2023
BUY
$54.2 - $67.94 $1.95 Million - $2.44 Million
35,981 Added 16.53%
253,599 $13.9 Million
Q2 2023

Jul 27, 2023
BUY
$47.37 - $57.14 $1.64 Million - $1.98 Million
34,718 Added 18.98%
217,618 $12.3 Million
Q1 2023

May 02, 2023
BUY
$51.91 - $85.6 $468,799 - $773,053
9,031 Added 5.19%
182,900 $9.58 Million
Q4 2022

Feb 14, 2023
BUY
$67.43 - $83.26 $6,540 - $8,076
97 Added 0.06%
173,869 $14.5 Million
Q3 2022

Nov 01, 2022
SELL
$21.16 - $74.92 $60,348 - $213,671
-2,852 Reduced 1.61%
173,772 $12.5 Million
Q2 2022

Aug 02, 2022
BUY
$59.99 - $83.83 $1.05 Million - $1.47 Million
17,563 Added 11.04%
176,624 $11.2 Million
Q1 2022

Apr 28, 2022
SELL
$75.69 - $95.53 $345,751 - $436,381
-4,568 Reduced 2.79%
159,061 $13.4 Million
Q4 2021

Feb 10, 2022
SELL
$73.23 - $85.82 $198,233 - $232,314
-2,707 Reduced 1.63%
163,629 $13.8 Million
Q3 2021

Oct 26, 2021
BUY
$66.68 - $77.38 $64,346 - $74,671
965 Added 0.58%
166,336 $12.1 Million
Q2 2021

Aug 03, 2021
BUY
$63.69 - $76.01 $110,056 - $131,345
1,728 Added 1.06%
165,371 $12 Million
Q1 2021

Apr 29, 2021
BUY
$51.54 - $67.65 $494,268 - $648,763
9,590 Added 6.23%
163,643 $10.7 Million
Q4 2020

Feb 10, 2021
BUY
$36.75 - $53.04 $5.28 Million - $7.61 Million
143,542 Added 1365.64%
154,053 $8.17 Million
Q3 2020

Nov 16, 2020
SELL
$33.02 - $36.28 $342,054 - $375,824
-10,359 Reduced 49.64%
10,511 $381,000
Q2 2020

Aug 07, 2020
BUY
$31.75 - $42.82 $355,250 - $479,112
11,189 Added 115.58%
20,870 $704,000
Q1 2020

Apr 23, 2020
SELL
$28.43 - $49.0 $7,192 - $12,397
-253 Reduced 2.55%
9,681 $325,000
Q4 2019

Jan 31, 2020
BUY
$35.1 - $51.07 $41,663 - $60,620
1,187 Added 13.57%
9,934 $472,000
Q3 2019

Nov 08, 2019
BUY
$36.12 - $44.28 $315,941 - $387,317
8,747 New
8,747 $366,000

Others Institutions Holding SCHW

# of Institutions
2,116
Shares Held
1.44B
Call Options Held
16.9M
Put Options Held
22.3M
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 $150B
  • 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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