A detailed history of Howard Financial Services, Ltd. transactions in Schwab Charles Corp stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 15,781 shares of SCHW stock, worth $1.18 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,781
Previous 14,109 11.85%
Holding current value
$1.18 Million
Previous $1.04 Million 1.64%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Oct 08, 2024

BUY
$61.74 - $76.08 $103,229 - $127,205
1,672 Added 11.85%
15,781 $1.02 Million
Q2 2024

Jul 12, 2024

SELL
$70.03 - $78.9 $68,349 - $77,006
-976 Reduced 6.47%
14,109 $1.04 Million
Q1 2024

Apr 16, 2024

BUY
$61.89 - $72.38 $1,175 - $1,375
19 Added 0.13%
15,085 $1.09 Million
Q4 2023

Jan 09, 2024

BUY
$49.33 - $70.98 $3,650 - $5,252
74 Added 0.49%
15,066 $1.04 Million
Q3 2023

Oct 10, 2023

SELL
$54.2 - $67.94 $67,804 - $84,992
-1,251 Reduced 7.7%
14,992 $823,000
Q2 2023

Jul 12, 2023

BUY
$47.37 - $57.14 $157,836 - $190,390
3,332 Added 25.81%
16,243 $920,000
Q1 2023

Apr 05, 2023

BUY
$51.91 - $85.6 $670,210 - $1.11 Million
12,911 New
12,911 $676,000
Q1 2020

May 05, 2020

SELL
$28.43 - $49.0 $270,113 - $465,549
-9,501 Closed
0 $0
Q4 2019

Jan 27, 2020

BUY
$35.1 - $51.07 $87,855 - $127,828
2,503 Added 35.77%
9,501 $452,000
Q3 2019

Oct 29, 2019

BUY
$36.12 - $44.28 $252,767 - $309,871
6,998 New
6,998 $293,000

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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