A detailed history of Opinicus Capital, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Opinicus Capital, Inc. holds 12,038 shares of SCHW stock, worth $984,347. This represents 0.62% of its overall portfolio holdings.

Number of Shares
12,038
Previous 12,474 3.5%
Holding current value
$984,347
Previous $919 Million 15.13%
% of portfolio
0.62%
Previous 0.77%

Shares

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

Nov 04, 2024

SELL
$61.74 - $76.08 $26,918 - $33,170
-436 Reduced 3.5%
12,038 $780 Million
Q2 2024

Jul 22, 2024

BUY
$70.03 - $78.9 $18,908 - $21,303
270 Added 2.21%
12,474 $919 Million
Q1 2024

Apr 16, 2024

BUY
$61.89 - $72.38 $41,775 - $48,856
675 Added 5.85%
12,204 $883 Million
Q4 2023

Feb 05, 2024

BUY
$49.33 - $70.98 $568,725 - $818,328
11,529 New
11,529 $793 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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