Prestige Wealth Management Group LLC Schwab Charles Corp Transaction History

Prestige Wealth Management Group LLC

  • $456 Million
  • Q4 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 153 shares of SCHW stock, worth $12,307. This represents 0.0% of its overall portfolio holdings.

Number of Shares
153
Previous 232 34.05%
Holding current value
$12,307
Previous $15,000 26.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 11, 2025
SELL
$63.31 - $82.85 $5,001 - $6,545
-79 Reduced 34.05%
153 $11,000
Q3 2024

Nov 14, 2024
SELL
$61.74 - $76.08 $230,290 - $283,778
-3,730 Reduced 94.14%
232 $15,000
Q2 2024

Aug 06, 2024
BUY
$70.03 - $78.9 $263,172 - $296,506
3,758 Added 1842.16%
3,962 $291,000
Q1 2024

Apr 26, 2024
SELL
$61.89 - $72.38 $275,348 - $322,018
-4,449 Reduced 95.62%
204 $14,000
Q4 2023

Apr 26, 2024
BUY
$49.33 - $70.98 $28,068 - $40,387
569 Added 13.93%
4,653 $320,000
Q4 2023

Feb 08, 2024
BUY
$49.33 - $70.98 $28,068 - $40,387
569 Added 13.93%
4,653 $320,000
Q3 2023

Apr 26, 2024
BUY
$54.2 - $67.94 $211,651 - $265,305
3,905 Added 2181.56%
4,084 $224,000
Q3 2023

Nov 13, 2023
BUY
$54.2 - $67.94 $211,651 - $265,305
3,905 Added 2181.56%
4,084 $224,000
Q2 2023

Apr 26, 2024
BUY
$47.37 - $57.14 $1,089 - $1,314
23 Added 14.74%
179 $10,000
Q2 2023

Aug 11, 2023
BUY
$47.37 - $57.14 $1,089 - $1,314
23 Added 14.74%
179 $10,000
Q1 2023

Apr 26, 2024
SELL
$51.91 - $85.6 $2,491 - $4,108
-48 Reduced 23.53%
156 $8,000
Q1 2023

May 16, 2023
SELL
$51.91 - $85.6 $2,958 - $4,879
-57 Reduced 26.76%
156 $8,000
Q4 2022

Feb 07, 2023
BUY
$67.43 - $83.26 $1,213 - $1,498
18 Added 9.23%
213 $17,000
Q2 2022

Aug 10, 2022
SELL
$59.99 - $83.83 $2,399 - $3,353
-40 Reduced 17.02%
195 $13,000
Q1 2022

May 05, 2022
SELL
$75.69 - $95.53 $908 - $1,146
-12 Reduced 4.86%
235 $20,000
Q4 2021

Feb 15, 2022
SELL
$73.23 - $85.82 $732 - $858
-10 Reduced 3.89%
247 $21,000
Q2 2021

Aug 12, 2021
BUY
$63.69 - $76.01 $636 - $760
10 Added 4.05%
257 $19,000
Q1 2021

May 13, 2021
BUY
$51.54 - $67.65 $979 - $1,285
19 Added 8.33%
247 $17,000
Q4 2020

Feb 17, 2021
BUY
$36.75 - $53.04 $5,549 - $8,009
151 Added 196.1%
228 $12,000
Q1 2020

May 15, 2020
BUY
$28.43 - $49.0 $1,819 - $3,136
64 Added 492.31%
77 $2,000
Q4 2019

Jan 28, 2020
BUY
$35.1 - $51.07 $456 - $663
13 New
13 $1,000
Q1 2019

Aug 16, 2019
SELL
$40.72 - $47.98 $8,917 - $10,507
-219 Closed
0 $0
Q4 2018

Apr 16, 2019
BUY
$38.25 - $52.17 $8,376 - $11,425
219 New
219 $9,000

Others Institutions Holding SCHW

# of Institutions
2,222
Shares Held
1.48B
Call Options Held
16.9M
Put Options Held
27.9M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $146B
  • 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 Prestige Wealth Management Group LLC Portfolio

Follow Prestige 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 Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email