A detailed history of First Business Financial Services, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, First Business Financial Services, Inc. holds 3,931 shares of SCHW stock, worth $295,021. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,931
Previous 4,976 21.0%
Holding current value
$295,021
Previous $366,000 30.6%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 06, 2024

SELL
$61.74 - $76.08 $64,518 - $79,503
-1,045 Reduced 21.0%
3,931 $254,000
Q2 2024

Aug 02, 2024

BUY
$70.03 - $78.9 $65,478 - $73,771
935 Added 23.14%
4,976 $366,000
Q4 2023

Feb 14, 2024

SELL
$49.33 - $70.98 $5,426 - $7,807
-110 Reduced 2.65%
4,041 $278,000
Q3 2023

Nov 14, 2023

BUY
$54.2 - $67.94 $8,509 - $10,666
157 Added 3.93%
4,151 $227,000
Q1 2023

May 08, 2023

BUY
$51.91 - $85.6 $9,291 - $15,322
179 Added 4.69%
3,994 $209,000
Q4 2022

Feb 02, 2023

SELL
$67.43 - $83.26 $556,499 - $687,144
-8,253 Reduced 68.39%
3,815 $318,000
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $185,213 - $655,774
8,753 Added 264.04%
12,068 $238,000
Q2 2022

Aug 02, 2022

BUY
$59.99 - $83.83 $29,515 - $41,244
492 Added 17.43%
3,315 $209,000
Q1 2022

May 09, 2022

BUY
$75.69 - $95.53 $213,672 - $269,681
2,823 New
2,823 $238,000

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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