A detailed history of Global Financial Private Client, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Global Financial Private Client, LLC holds 95 shares of SCHW stock, worth $7,100. This represents 0.0% of its overall portfolio holdings.

Number of Shares
95
Previous 16 493.75%
Holding current value
$7,100
Previous $1.18 Million 422.22%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 07, 2024

BUY
$61.74 - $76.08 $4,877 - $6,010
79 Added 493.75%
95 $6.16 Million
Q1 2024

May 15, 2024

SELL
$61.89 - $72.38 $46,417 - $54,285
-750 Reduced 97.91%
16 $1.16 Million
Q3 2023

May 15, 2024

SELL
$54.2 - $67.94 $97,234 - $121,884
-1,794 Reduced 70.08%
766 $41 Million
Q2 2023

May 15, 2024

SELL
$47.37 - $57.14 $24,490 - $29,541
-517 Reduced 16.8%
2,560 $148 Million
Q1 2023

May 15, 2024

BUY
$51.91 - $85.6 $104,131 - $171,713
2,006 Added 187.3%
3,077 $159 Million
Q3 2022

May 15, 2024

BUY
$21.16 - $74.92 $6,453 - $22,850
305 Added 39.82%
1,071 $78.4 Million
Q2 2022

May 15, 2024

SELL
$59.99 - $83.83 $45,172 - $63,123
-753 Reduced 49.57%
766 $49 Million
Q1 2022

May 15, 2024

BUY
$75.69 - $95.53 $56,994 - $71,934
753 Added 98.3%
1,519 $127 Million
Q4 2020

May 15, 2024

BUY
$36.75 - $53.04 $588 - $848
16 Added 2.13%
766 $40.6 Million
Q1 2020

May 15, 2024

BUY
$28.43 - $49.0 $21,322 - $36,750
750 New
750 $24.7 Million

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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