A detailed history of Crown Oak Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Crown Oak Advisors, LLC holds 457,376 shares of SCHW stock, worth $32.4 Million. This represents 16.47% of its overall portfolio holdings.

Number of Shares
457,376
Previous 457,337 0.01%
Holding current value
$32.4 Million
Previous $33.7 Billion 12.04%
% of portfolio
16.47%
Previous 19.04%

Shares

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

Oct 16, 2024

BUY
$61.74 - $76.08 $2,407 - $2,967
39 Added 0.01%
457,376 $29.6 Billion
Q2 2024

Jul 15, 2024

BUY
$70.03 - $78.9 $135,648 - $152,829
1,937 Added 0.43%
457,337 $33.7 Billion
Q4 2023

Jan 29, 2024

BUY
$49.33 - $70.98 $22.5 Million - $32.3 Million
455,400 New
455,400 $31.3 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 $129B
  • 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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