Td Private Client Wealth LLC Schwab Charles Corp Transaction History

Td Private Client Wealth LLC

  • $3.48 Trillion
  • Q3 2024

A detailed history of Td Private Client Wealth LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Td Private Client Wealth LLC holds 5,601 shares of SCHW stock, worth $420,355. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,601
Previous 11,327 50.55%
Holding current value
$420,355
Previous $835 Million 56.51%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Nov 18, 2024
SELL
$61.74 - $76.08 $353,523 - $435,634
-5,726 Reduced 50.55%
5,601 $363 Million
Q2 2024

Aug 14, 2024
BUY
$70.03 - $78.9 $793,229 - $893,700
11,327 New
11,327 $835 Million
Q1 2024

Aug 16, 2024
SELL
$61.89 - $72.38 $115,981 - $135,640
-1,874 Reduced 13.54%
11,966 $866 Million
Q4 2023

Aug 16, 2024
BUY
$49.33 - $70.98 $219,715 - $316,144
4,454 Added 47.45%
13,840 $952 Million
Q3 2023

Aug 16, 2024
BUY
$54.2 - $67.94 $31,761 - $39,812
586 Added 6.66%
9,386 $515 Million
Q2 2023

Aug 16, 2024
SELL
$47.37 - $57.14 $36,853 - $44,454
-778 Reduced 8.12%
8,800 $499 Million
Q1 2023

Aug 16, 2024
SELL
$51.91 - $85.6 $3.3 Million - $5.44 Million
-63,558 Reduced 86.9%
9,578 $502 Million
Q4 2022

Aug 16, 2024
SELL
$67.43 - $83.26 $253,536 - $313,057
-3,760 Reduced 4.89%
73,136 $6.09 Billion
Q3 2022

Aug 16, 2024
BUY
$21.16 - $74.92 $108,042 - $382,541
5,106 Added 7.11%
76,896 $5.53 Billion
Q2 2022

Aug 16, 2024
SELL
$59.99 - $83.83 $57,230 - $79,973
-954 Reduced 1.31%
71,790 $4.54 Billion
Q1 2022

Aug 16, 2024
SELL
$75.69 - $95.53 $57,978 - $73,175
-766 Reduced 1.04%
72,744 $6.13 Billion
Q4 2021

Aug 16, 2024
SELL
$73.23 - $85.82 $376,768 - $441,543
-5,145 Reduced 6.54%
73,510 $6.18 Billion
Q3 2021

Aug 16, 2024
BUY
$66.68 - $77.38 $4.49 Million - $5.21 Million
67,328 Added 594.4%
78,655 $5.73 Billion
Q2 2021

Aug 16, 2024
BUY
$63.69 - $76.01 $502,068 - $599,186
7,883 Added 10.75%
81,202 $5.91 Billion
Q1 2021

Aug 16, 2024
BUY
$51.54 - $67.65 $1.37 Million - $1.8 Million
26,626 Added 57.02%
73,319 $4.78 Billion
Q4 2020

Aug 16, 2024
BUY
$36.75 - $53.04 $61,446 - $88,682
1,672 Added 3.71%
46,693 $2.48 Billion
Q3 2020

Aug 16, 2024
SELL
$33.02 - $36.28 $21,529 - $23,654
-652 Reduced 1.43%
45,021 $1.63 Billion
Q2 2020

Aug 16, 2024
BUY
$31.75 - $42.82 $555,307 - $748,921
17,490 Added 62.06%
45,673 $1.54 Billion
Q1 2020

Aug 16, 2024
SELL
$28.43 - $49.0 $846,702 - $1.46 Million
-29,782 Reduced 51.38%
28,183 $948 Million
Q4 2019

Aug 16, 2024
BUY
$35.1 - $51.07 $1.64 Million - $2.38 Million
46,638 Added 411.74%
57,965 $2.76 Billion

Others Institutions Holding SCHW

# of Institutions
2,081
Shares Held
1.44B
Call Options Held
16.9M
Put Options Held
22.3M
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 $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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