A detailed history of Columbia Asset Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Columbia Asset Management holds 25,509 shares of SCHW stock, worth $2.09 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
25,509
Previous 24,929 2.33%
Holding current value
$2.09 Million
Previous $1.84 Million 10.02%
% of portfolio
0.29%
Previous 0.34%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $35,809 - $44,126
580 Added 2.33%
25,509 $1.65 Million
Q2 2024

Aug 05, 2024

BUY
$70.03 - $78.9 $516,681 - $582,124
7,378 Added 42.04%
24,929 $1.84 Million
Q1 2024

May 08, 2024

BUY
$61.89 - $72.38 $7,736 - $9,047
125 Added 0.72%
17,551 $1.21 Million
Q4 2023

Feb 09, 2024

BUY
$49.33 - $70.98 $64,375 - $92,628
1,305 Added 8.1%
17,426 $1.2 Million
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $239,835 - $300,634
4,425 Added 37.83%
16,121 $885,000
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $286,635 - $345,754
6,051 Added 107.19%
11,696 $663,000
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $293,031 - $483,211
5,645 New
5,645 $296,000

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
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