Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023

BUY
$51.91 - $85.6 $79,318 - $130,796
1,528 Added 15.52%
11,374 $595,000
Q4 2022

Feb 14, 2023

SELL
$67.43 - $83.26 $45,784 - $56,533
-679 Reduced 6.45%
9,846 $819,000
Q3 2022

Nov 14, 2022

SELL
$21.16 - $74.92 $43,610 - $154,410
-2,061 Reduced 16.38%
10,525 $757,000
Q2 2022

Aug 15, 2022

BUY
$59.99 - $83.83 $6,418 - $8,969
107 Added 0.86%
12,586 $798,000
Q1 2022

May 12, 2022

SELL
$75.69 - $95.53 $31,562 - $39,836
-417 Reduced 3.23%
12,479 $1.05 Million
Q4 2021

Feb 11, 2022

BUY
$73.23 - $85.82 $51,407 - $60,245
702 Added 5.76%
12,896 $1.08 Million
Q3 2021

Nov 12, 2021

BUY
$66.68 - $77.38 $190,838 - $221,461
2,862 Added 30.67%
12,194 $887,000
Q2 2021

Aug 10, 2021

SELL
$63.69 - $76.01 $72,988 - $87,107
-1,146 Reduced 10.94%
9,332 $680,000
Q1 2021

May 12, 2021

SELL
$51.54 - $67.65 $7,164 - $9,403
-139 Reduced 1.31%
10,478 $682,000
Q4 2020

Feb 11, 2021

BUY
$36.75 - $53.04 $273,383 - $394,564
7,439 Added 234.08%
10,617 $563,000
Q3 2020

Nov 09, 2020

SELL
$33.02 - $36.28 $11,656 - $12,806
-353 Reduced 10.0%
3,178 $115,000
Q2 2020

Aug 12, 2020

SELL
$31.75 - $42.82 $2,540 - $3,425
-80 Reduced 2.22%
3,531 $119,000
Q1 2020

May 12, 2020

BUY
$28.43 - $49.0 $31,273 - $53,900
1,100 Added 43.81%
3,611 $121,000
Q4 2019

Feb 10, 2020

BUY
$35.1 - $51.07 $54,720 - $79,618
1,559 Added 163.76%
2,511 $119,000
Q3 2019

Nov 13, 2019

SELL
$36.12 - $44.28 $180 - $221
-5 Reduced 0.52%
952 $40,000
Q2 2019

Aug 08, 2019

SELL
$39.15 - $46.26 $41,538 - $49,081
-1,061 Reduced 52.58%
957 $38,000
Q1 2019

May 14, 2019

SELL
$40.72 - $47.98 $53,058 - $62,517
-1,303 Reduced 39.24%
2,018 $86,000
Q3 2018

Nov 13, 2018

BUY
$49.15 - $54.22 $3,293 - $3,632
67 Added 2.06%
3,321 $163,000
Q2 2018

Aug 09, 2018

BUY
$50.11 - $59.59 $148,776 - $176,922
2,969 Added 1041.75%
3,254 $166,000
Q1 2018

May 14, 2018

SELL
$48.9 - $57.76 $113,790 - $134,407
-2,327 Reduced 89.09%
285 $0
Q4 2017

Feb 13, 2018

SELL
$43.27 - $52.28 $265,158 - $320,371
-6,128 Reduced 70.11%
2,612 $134,000
Q3 2017

Nov 13, 2017

BUY
$38.11 - $44.04 $333,081 - $384,909
8,740
8,740 $382,000

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 $149B
  • 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 Sun Life Financial Inc Portfolio

Follow Sun Life Financial Inc 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 Sun Life Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sun Life Financial Inc with notifications on news.