A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 102 shares of SCHW stock, worth $7,422. This represents 0.0% of its overall portfolio holdings.

Number of Shares
102
Previous 102 -0.0%
Holding current value
$7,422
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$70.03 - $78.9 $9,313 - $10,493
-133 Reduced 56.6%
102 $7,000
Q1 2024

May 03, 2024

BUY
$61.89 - $72.38 $61 - $72
1 Added 0.43%
235 $16,000
Q4 2023

Jan 23, 2024

SELL
$49.33 - $70.98 $9,964 - $14,337
-202 Reduced 46.33%
234 $16,000
Q3 2023

Oct 10, 2023

SELL
$54.2 - $67.94 $7,479 - $9,375
-138 Reduced 24.04%
436 $23,000
Q1 2023

Apr 13, 2023

BUY
$51.91 - $85.6 $29,796 - $49,134
574 New
574 $30,000
Q3 2022

Oct 11, 2022

BUY
$21.16 - $74.92 $7,236 - $25,622
342 New
342 $24,000

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 $132B
  • 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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