A detailed history of Talbot Financial, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Talbot Financial, LLC holds 163,640 shares of SCHW stock, worth $13.5 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
163,640
Previous 153,734 6.44%
Holding current value
$13.5 Million
Previous $11.3 Billion 6.38%
% of portfolio
1.29%
Previous 1.46%

Shares

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

Oct 08, 2024

BUY
$61.74 - $76.08 $611,596 - $753,648
9,906 Added 6.44%
163,640 $10.6 Billion
Q2 2024

Jul 11, 2024

BUY
$70.03 - $78.9 $59,175 - $66,670
845 Added 0.55%
153,734 $11.3 Billion
Q1 2024

Apr 18, 2024

BUY
$61.89 - $72.38 $452,106 - $528,735
7,305 Added 5.02%
152,889 $11.1 Billion
Q4 2023

Jan 11, 2024

BUY
$49.33 - $70.98 $268,749 - $386,699
5,448 Added 3.89%
145,584 $10 Billion
Q3 2023

Oct 24, 2023

BUY
$54.2 - $67.94 $383,519 - $480,743
7,076 Added 5.32%
140,136 $7.69 Billion
Q2 2023

Jul 28, 2023

BUY
$47.37 - $57.14 $2.34 Million - $2.83 Million
49,455 Added 59.15%
133,060 $7.54 Billion
Q1 2023

May 08, 2023

BUY
$51.91 - $85.6 $4.34 Million - $7.16 Million
83,605 New
83,605 $4.38 Billion

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 $150B
  • 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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