A detailed history of Portman Square Capital LLP transactions in Schwab Charles Corp stock. As of the latest transaction made, Portman Square Capital LLP holds 3,663 shares of SCHW stock, worth $274,138. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,663
Previous 280,300 98.69%
Holding current value
$274,138
Previous $20.7 Million 98.85%
% of portfolio
0.01%
Previous 0.76%

Shares

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

Oct 16, 2024

BUY
$61.74 - $76.08 $226,153 - $278,681
3,663 New
3,663 $237,000
Q3 2023

Oct 30, 2023

BUY
$54.2 - $67.94 $562,270 - $704,809
10,374 New
10,374 $569,000
Q4 2022

Feb 23, 2023

BUY
$67.43 - $83.26 $168,575 - $208,150
2,500 New
2,500 $208 Million

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 $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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