Founders Financial Securities LLC Schwab Charles Corp Transaction History

Founders Financial Securities LLC

$1.08 Billion
Q4 2024

A detailed history of Founders Financial Securities LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Founders Financial Securities LLC holds 8,475 shares of SCHW stock, worth $679,017. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,475

Previous 8,448 0.32%

Holding current value

$679,017

Previous $547,000 14.63%

% of portfolio

0.06%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$63.31 - $82.85 $1,709 - $2,236	27 Added 0.32%	8,475 $627,000
Q3 2024 Nov 12, 2024	BUY	$61.74 - $76.08 $16,422 - $20,237	266 Added 3.25%	8,448 $547,000
Q2 2024 Aug 02, 2024	SELL	$70.03 - $78.9 $142,090 - $160,088	-2,029 Reduced 19.87%	8,182 $602,000
Q1 2024 Apr 17, 2024	BUY	$61.89 - $72.38 $990 - $1,158	16 Added 0.16%	10,211 $738,000
Q4 2023 Feb 06, 2024	BUY	$49.33 - $70.98 $887 - $1,277	18 Added 0.18%	10,195 $701,000
Q3 2023 Oct 17, 2023	SELL	$54.2 - $67.94 $102,709 - $128,746	-1,895 Reduced 15.7%	10,177 $558,000
Q2 2023 Aug 11, 2023	SELL	$47.37 - $57.14 $230,976 - $278,614	-4,876 Reduced 28.77%	12,072 $684,000
Q1 2023 May 04, 2023	BUY	$51.91 - $85.6 $51,235 - $84,487	987 Added 6.18%	16,948 $887,000
Q4 2022 Feb 08, 2023	BUY	$67.43 - $83.26 $51,988 - $64,193	771 Added 5.08%	15,961 $1.33 Million
Q3 2022 Oct 27, 2022	BUY	$21.16 - $74.92 $253 - $899	12 Added 0.08%	15,190 $1.09 Million
Q2 2022 Jul 27, 2022	SELL	$59.99 - $83.83 $5,099 - $7,125	-85 Reduced 0.56%	15,178 $959,000
Q1 2022 May 13, 2022	BUY	$75.69 - $95.53 $756 - $955	10 Added 0.07%	15,263 $1.29 Million
Q4 2021 Feb 14, 2022	BUY	$73.23 - $85.82 $659 - $772	9 Added 0.06%	15,253 $1.28 Million
Q3 2021 Nov 15, 2021	BUY	$66.68 - $77.38 $600 - $696	9 Added 0.06%	15,244 $1.11 Million
Q2 2021 Aug 16, 2021	BUY	$63.69 - $76.01 $717,404 - $856,176	11,264 Added 283.66%	15,235 $1.11 Million
Q1 2021 May 14, 2021	BUY	$51.54 - $67.65 $566 - $744	11 Added 0.28%	3,971 $259,000
Q4 2020 Feb 09, 2021	BUY	$36.75 - $53.04 $145,530 - $210,038	3,960 New	3,960 $210,000

Others Institutions Holding SCHW

# of Institutions

2,223

Shares Held

1.48B

Call Options Held

16.9M

Put Options Held

27.9M

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $146B
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 ...

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Founders Financial Securities LLC Schwab Charles Corp Transaction History