A detailed history of Cap Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Cap Partners, LLC holds 3,122 shares of SCHW stock, worth $255,285. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,122
Previous 3,022 3.31%
Holding current value
$255,285
Previous $223 Million 9.14%
% of portfolio
0.15%
Previous 0.18%

Shares

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

Nov 07, 2024

BUY
$61.74 - $76.08 $6,174 - $7,608
100 Added 3.31%
3,122 $202 Million
Q2 2024

Jul 19, 2024

BUY
$70.03 - $78.9 $12,185 - $13,728
174 Added 6.11%
3,022 $223 Million
Q1 2024

Apr 18, 2024

BUY
$61.89 - $72.38 $176,262 - $206,138
2,848 New
2,848 $206 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 $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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