A detailed history of Meridian Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 9,815 shares of SCHW stock, worth $734,554. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,815
Holding current value
$734,554
% of portfolio
0.03%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $605,978 - $746,725
9,815 New
9,815 $636,000
Q4 2023

Feb 08, 2024

SELL
$49.33 - $70.98 $182,915 - $263,193
-3,708 Reduced 27.53%
9,762 $671,000
Q3 2023

Oct 17, 2023

BUY
$54.2 - $67.94 $381,242 - $477,889
7,034 Added 109.29%
13,470 $739,000
Q2 2023

Aug 02, 2023

BUY
$47.37 - $57.14 $304,873 - $367,753
6,436 New
6,436 $364,000
Q4 2022

Feb 13, 2023

SELL
$67.43 - $83.26 $318,741 - $393,570
-4,727 Reduced 48.7%
4,980 $414,000
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $1,460 - $5,169
69 Added 0.72%
9,707 $698,000
Q2 2022

Aug 05, 2022

BUY
$59.99 - $83.83 $578,183 - $807,953
9,638 New
9,638 $609,000
Q3 2019

Nov 08, 2019

SELL
$36.12 - $44.28 $79,102 - $96,973
-2,190 Closed
0 $0
Q2 2019

Jul 19, 2019

SELL
$39.15 - $46.26 $7,947 - $9,390
-203 Reduced 8.48%
2,190 $880,000
Q1 2019

May 15, 2019

BUY
$40.72 - $47.98 $97,442 - $114,816
2,393 New
2,393 $1.02 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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