A detailed history of Sound Income Strategies, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sound Income Strategies, LLC holds 1,064 shares of SCHW stock, worth $77,427. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,064
Previous 136 682.35%
Holding current value
$77,427
Previous $10,000 580.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 10, 2024

BUY
$61.74 - $76.08 $57,294 - $70,602
928 Added 682.35%
1,064 $68,000
Q2 2024

Jul 12, 2024

BUY
$70.03 - $78.9 $910 - $1,025
13 Added 10.57%
136 $10,000
Q4 2023

Jan 10, 2024

SELL
$49.33 - $70.98 $1,282 - $1,845
-26 Reduced 17.45%
123 $8,000
Q1 2023

Apr 10, 2023

SELL
$51.91 - $85.6 $622 - $1,027
-12 Reduced 7.45%
149 $7,000
Q4 2022

Jan 11, 2023

BUY
$67.43 - $83.26 $9,305 - $11,489
138 Added 600.0%
161 $0
Q3 2022

Oct 18, 2022

BUY
$21.16 - $74.92 $296 - $1,048
14 Added 155.56%
23 $2,000
Q4 2021

Jan 13, 2022

SELL
$73.23 - $85.82 $878 - $1,029
-12 Reduced 57.14%
9 $1,000
Q2 2021

Jul 13, 2021

SELL
$63.69 - $76.01 $3,375 - $4,028
-53 Reduced 71.62%
21 $2,000
Q1 2021

Apr 14, 2021

BUY
$51.54 - $67.65 $670 - $879
13 Added 21.31%
74 $4,000
Q4 2020

Jan 11, 2021

BUY
$36.75 - $53.04 $441 - $636
12 Added 24.49%
61 $3,000
Q2 2020

Jul 13, 2020

BUY
$31.75 - $42.82 $1,270 - $1,712
40 Added 444.44%
49 $2,000
Q4 2019

Jan 07, 2020

BUY
$35.1 - $51.07 $315 - $459
9 New
9 $0
Q4 2019

Jan 06, 2020

SELL
$35.1 - $51.07 $315 - $459
-9 Closed
0 $0
Q1 2019

Apr 04, 2019

SELL
$40.72 - $47.98 $1,018 - $1,199
-25 Reduced 73.53%
9 $0
Q3 2018

Oct 03, 2018

BUY
$49.15 - $54.22 $1,228 - $1,355
25 Added 277.78%
34 $2,000
Q4 2017

Feb 14, 2018

BUY
$43.27 - $52.28 $389 - $470
9
9 $0

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 $132B
  • 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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