A detailed history of Hixon Zuercher, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Hixon Zuercher, LLC holds 49,434 shares of SCHW stock, worth $3.5 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
49,434
Previous 48,808 1.28%
Holding current value
$3.5 Million
Previous $3.6 Million 10.93%
% of portfolio
1.26%
Previous 1.52%

Shares

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

Oct 30, 2024

BUY
$61.74 - $76.08 $38,649 - $47,626
626 Added 1.28%
49,434 $3.2 Million
Q2 2024

Jul 30, 2024

SELL
$70.03 - $78.9 $457,295 - $515,217
-6,530 Reduced 11.8%
48,808 $3.6 Million
Q1 2024

Apr 30, 2024

BUY
$61.89 - $72.38 $77,795 - $90,981
1,257 Added 2.32%
55,338 $4 Million
Q4 2023

Jan 12, 2024

BUY
$49.33 - $70.98 $60,626 - $87,234
1,229 Added 2.33%
54,081 $3.72 Million
Q3 2023

Oct 25, 2023

BUY
$54.2 - $67.94 $47,479 - $59,515
876 Added 1.69%
52,852 $2.9 Million
Q2 2023

Jul 17, 2023

BUY
$47.37 - $57.14 $2.46 Million - $2.97 Million
51,976 New
51,976 $2.95 Million
Q1 2020

Oct 13, 2021

SELL
$28.43 - $49.0 $924,060 - $1.59 Million
-32,503 Closed
0 $0
Q4 2019

Oct 13, 2021

BUY
$35.1 - $51.07 $1.14 Million - $1.66 Million
32,503 New
32,503 $1.55 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 $129B
  • 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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