A detailed history of Hhm Wealth Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 2,880 shares of SCHW stock, worth $215,539. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,880
Previous 2,895 0.52%
Holding current value
$215,539
Previous $213,000 12.68%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

SELL
$61.74 - $76.08 $926 - $1,141
-15 Reduced 0.52%
2,880 $186,000
Q2 2024

Aug 07, 2024

SELL
$70.03 - $78.9 $16,667 - $18,778
-238 Reduced 7.6%
2,895 $213,000
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $12,378 - $14,476
200 Added 6.82%
3,133 $226,000
Q3 2023

Nov 03, 2023

BUY
$54.2 - $67.94 $1,788 - $2,242
33 Added 1.14%
2,933 $161,000
Q2 2023

Aug 11, 2023

BUY
$47.37 - $57.14 $10,421 - $12,570
220 Added 8.21%
2,900 $164,000
Q1 2023

May 02, 2023

BUY
$51.91 - $85.6 $99,667 - $164,352
1,920 Added 252.63%
2,680 $140,000
Q2 2022

Aug 08, 2022

BUY
$59.99 - $83.83 $3,599 - $5,029
60 Added 8.57%
760 $48,000
Q1 2022

Apr 27, 2022

BUY
$75.69 - $95.53 $52,983 - $66,871
700 New
700 $59,000

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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