A detailed history of Ronald Blue Trust, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Ronald Blue Trust, Inc. holds 19,517 shares of SCHW stock, worth $1.46 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,517
Previous 13,704 42.42%
Holding current value
$1.46 Million
Previous $1.01 Million 25.27%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 17, 2024

BUY
$61.74 - $76.08 $358,894 - $442,253
5,813 Added 42.42%
19,517 $1.26 Million
Q2 2024

Jul 18, 2024

BUY
$70.03 - $78.9 $252,668 - $284,671
3,608 Added 35.74%
13,704 $1.01 Million
Q1 2024

May 01, 2024

BUY
$61.89 - $72.38 $196,562 - $229,878
3,176 Added 45.9%
10,096 $730,000
Q4 2023

Jan 18, 2024

BUY
$49.33 - $70.98 $33,988 - $48,905
689 Added 11.06%
6,920 $380,000
Q3 2023

Oct 11, 2023

BUY
$54.2 - $67.94 $180,269 - $225,968
3,326 Added 114.49%
6,231 $353,000
Q2 2023

Jul 14, 2023

SELL
$47.37 - $57.14 $398,523 - $480,718
-8,413 Reduced 74.33%
2,905 $153,000
Q1 2023

Apr 17, 2023

SELL
$51.91 - $85.6 $200,995 - $331,443
-3,872 Reduced 25.49%
11,318 $942,000
Q4 2022

Jan 17, 2023

BUY
$67.43 - $83.26 $461,153 - $569,415
6,839 Added 81.89%
15,190 $1.09 Million
Q3 2022

Oct 21, 2022

BUY
$21.16 - $74.92 $57,936 - $205,130
2,738 Added 48.78%
8,351 $528,000
Q2 2022

Aug 09, 2022

BUY
$59.99 - $83.83 $336,723 - $470,537
5,613 New
5,613 $473,000

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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