A detailed history of Opus Capital Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Opus Capital Group, LLC holds 3,891 shares of SCHW stock, worth $291,202. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,891
Previous 3,764 3.37%
Holding current value
$291,202
Previous $277,000 9.03%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 31, 2024

BUY
$61.74 - $76.08 $7,840 - $9,662
127 Added 3.37%
3,891 $252,000
Q2 2024

Jul 31, 2024

BUY
$70.03 - $78.9 $840 - $946
12 Added 0.32%
3,764 $277,000
Q1 2024

Apr 26, 2024

BUY
$61.89 - $72.38 $866 - $1,013
14 Added 0.37%
3,752 $271,000
Q4 2023

Jan 31, 2024

BUY
$49.33 - $70.98 $739 - $1,064
15 Added 0.4%
3,738 $257,000
Q3 2023

Oct 31, 2023

BUY
$54.2 - $67.94 $813 - $1,019
15 Added 0.4%
3,723 $204,000
Q2 2023

Jul 31, 2023

BUY
$47.37 - $57.14 $175,647 - $211,875
3,708 New
3,708 $210,000
Q1 2021

Apr 28, 2021

SELL
$51.54 - $67.65 $357,739 - $469,558
-6,941 Closed
0 $0
Q4 2018

Feb 07, 2019

BUY
$38.25 - $52.17 $1,185 - $1,617
31 Added 0.45%
6,941 $288,000
Q3 2018

Nov 06, 2018

SELL
$49.15 - $54.22 $21,429 - $23,639
-436 Reduced 5.94%
6,910 $340,000
Q2 2018

Aug 10, 2018

BUY
$50.11 - $59.59 $16,887 - $20,081
337 Added 4.81%
7,346 $375,000
Q4 2017

Feb 02, 2018

BUY
$43.27 - $52.28 $4,283 - $5,175
99 Added 1.43%
7,009 $360,000
Q3 2017

Nov 07, 2017

BUY
$38.11 - $44.04 $263,340 - $304,316
6,910
6,910 $302,000

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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