A detailed history of Hf Advisory Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Hf Advisory Group, LLC holds 37,377 shares of SCHW stock, worth $2.8 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
37,377
Previous 30,029 24.47%
Holding current value
$2.8 Million
Previous $2.21 Billion 9.47%
% of portfolio
1.13%
Previous 1.14%

Shares

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

Oct 30, 2024

BUY
$61.74 - $76.08 $453,665 - $559,035
7,348 Added 24.47%
37,377 $2.42 Billion
Q2 2024

Jul 18, 2024

SELL
$70.03 - $78.9 $508,487 - $572,892
-7,261 Reduced 19.47%
30,029 $2.21 Billion
Q1 2024

Apr 22, 2024

BUY
$61.89 - $72.38 $400,675 - $468,588
6,474 Added 21.01%
37,290 $2.7 Billion
Q4 2023

Jan 31, 2024

BUY
$49.33 - $70.98 $323,555 - $465,557
6,559 Added 27.04%
30,816 $2.12 Billion
Q3 2023

Oct 31, 2023

BUY
$54.2 - $67.94 $287,422 - $360,285
5,303 Added 27.98%
24,257 $1.37 Billion
Q2 2023

Jul 20, 2023

BUY
$47.37 - $57.14 $356,175 - $429,635
7,519 Added 65.75%
18,954 $1.07 Billion
Q1 2023

Apr 19, 2023

BUY
$51.91 - $85.6 $117,264 - $193,370
2,259 Added 24.62%
11,435 $599 Million
Q4 2022

Feb 07, 2023

BUY
$67.43 - $83.26 $618,737 - $763,993
9,176 New
9,176 $764 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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