A detailed history of 3 Chopt Investment Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, 3 Chopt Investment Partners, LLC holds 29,442 shares of SCHW stock, worth $2.19 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
29,442
Previous 32,811 10.27%
Holding current value
$2.19 Million
Previous $2.42 Billion 21.08%
% of portfolio
0.68%
Previous 0.74%

Shares

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

Nov 14, 2024

SELL
$61.74 - $76.08 $208,002 - $256,313
-3,369 Reduced 10.27%
29,442 $1.91 Billion
Q2 2024

Aug 21, 2024

SELL
$70.03 - $78.9 $30,813 - $34,716
-440 Reduced 1.32%
32,811 $2.42 Billion
Q1 2024

May 15, 2024

SELL
$61.89 - $72.38 $36,267 - $42,414
-586 Reduced 1.73%
33,251 $2.41 Billion
Q4 2023

Feb 12, 2024

SELL
$49.33 - $70.98 $180,893 - $260,283
-3,667 Reduced 9.78%
33,837 $2.33 Billion
Q3 2023

Nov 14, 2023

SELL
$54.2 - $67.94 $23,956 - $30,029
-442 Reduced 1.16%
37,504 $2.06 Billion
Q2 2023

Jul 25, 2023

BUY
$47.37 - $57.14 $121,883 - $147,021
2,573 Added 7.27%
37,946 $2.15 Billion
Q1 2023

May 22, 2023

BUY
$51.91 - $85.6 $1.84 Million - $3.03 Million
35,373 New
35,373 $1.85 Billion
Q4 2022

May 24, 2023

SELL
$67.43 - $83.26 $218,473 - $269,762
-3,240 Reduced 9.16%
32,133 $2.68 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 $135B
  • 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
Track This Portfolio

Track 3 Chopt Investment Partners, LLC Portfolio

Follow 3 Chopt Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 3 Chopt Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 3 Chopt Investment Partners, LLC with notifications on news.