A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 27,616 shares of SCHW stock, worth $2.23 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
27,616
Previous 29,756 7.19%
Holding current value
$2.23 Million
Previous $1.93 Million 5.96%
% of portfolio
0.08%
Previous 0.08%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

SELL
$63.31 - $82.85 $135,483 - $177,299
-2,140 Reduced 7.19%
27,616 $2.04 Million
Q3 2024

Nov 08, 2024

BUY
$61.74 - $76.08 $217,448 - $267,953
3,522 Added 13.43%
29,756 $1.93 Million
Q2 2024

Aug 13, 2024

SELL
$70.03 - $78.9 $74,091 - $83,476
-1,058 Reduced 3.88%
26,234 $1.93 Million
Q1 2024

Apr 30, 2024

BUY
$61.89 - $72.38 $278,752 - $325,999
4,504 Added 19.76%
27,292 $1.97 Million
Q4 2023

Jan 30, 2024

SELL
$49.33 - $70.98 $28,808 - $41,452
-584 Reduced 2.5%
22,788 $1.57 Million
Q3 2023

Oct 17, 2023

SELL
$54.2 - $67.94 $7,533 - $9,443
-139 Reduced 0.59%
23,372 $1.28 Million
Q2 2023

Jul 19, 2023

BUY
$47.37 - $57.14 $150,778 - $181,876
3,183 Added 15.66%
23,511 $1.33 Million
Q1 2023

May 10, 2023

BUY
$51.91 - $85.6 $109,582 - $180,701
2,111 Added 11.59%
20,328 $1.06 Million
Q4 2022

Feb 14, 2023

SELL
$67.43 - $83.26 $46,189 - $57,033
-685 Reduced 3.62%
18,217 $1.52 Million
Q3 2022

Oct 26, 2022

BUY
$21.16 - $74.92 $121,521 - $430,265
5,743 Added 43.64%
18,902 $1.36 Million
Q2 2022

Aug 10, 2022

BUY
$59.99 - $83.83 $212,004 - $296,255
3,534 Added 36.72%
13,159 $830,000
Q1 2022

May 13, 2022

SELL
$75.69 - $95.53 $249,777 - $315,249
-3,300 Reduced 25.53%
9,625 $810,000
Q4 2021

Feb 14, 2022

SELL
$73.23 - $85.82 $77,989 - $91,398
-1,065 Reduced 7.61%
12,925 $1.09 Million
Q3 2021

Nov 02, 2021

SELL
$66.68 - $77.38 $74,281 - $86,201
-1,114 Reduced 7.38%
13,990 $1.02 Million
Q2 2021

Jul 27, 2021

BUY
$63.69 - $76.01 $203,808 - $243,232
3,200 Added 26.88%
15,104 $1.1 Million
Q1 2021

May 11, 2021

SELL
$51.54 - $67.65 $231,930 - $304,425
-4,500 Reduced 27.43%
11,904 $774,000
Q4 2020

Feb 09, 2021

SELL
$36.75 - $53.04 $199,074 - $287,317
-5,417 Reduced 24.82%
16,404 $869,000
Q3 2020

Oct 20, 2020

SELL
$33.02 - $36.28 $34,803 - $38,239
-1,054 Reduced 4.61%
21,821 $790,000
Q2 2020

Jul 02, 2020

SELL
$31.75 - $42.82 $125,793 - $169,652
-3,962 Reduced 14.76%
22,875 $771,000
Q1 2020

Apr 01, 2020

BUY
$28.43 - $49.0 $216,068 - $372,400
7,600 Added 39.51%
26,837 $902,000
Q4 2019

Feb 11, 2020

BUY
$35.1 - $51.07 $94,770 - $137,889
2,700 Added 16.33%
19,237 $914,000
Q3 2019

Oct 09, 2019

BUY
$36.12 - $44.28 $394,466 - $483,581
10,921 Added 194.46%
16,537 $691,000
Q2 2019

Aug 14, 2019

BUY
$39.15 - $46.26 $61,622 - $72,813
1,574 Added 38.94%
5,616 $226,000
Q1 2019

May 08, 2019

BUY
$40.72 - $47.98 $160,518 - $189,137
3,942 Added 3942.0%
4,042 $172,000
Q4 2018

Feb 13, 2019

BUY
$38.25 - $52.17 $3,825 - $5,217
100 New
100 $4,000
Q2 2018

Aug 16, 2018

SELL
$50.11 - $59.59 $751 - $893
-15 Closed
0 $0
Q4 2017

Feb 08, 2018

BUY
$43.27 - $52.28 $649 - $784
15
15 $1,000

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 $147B
  • 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
Track This Portfolio

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.