A detailed history of Caldwell Sutter Capital, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 354 shares of SCHW stock, worth $28,766. This represents 0.01% of its overall portfolio holdings.

Number of Shares
354
Previous 354 -0.0%
Holding current value
$28,766
Previous $26.1 Million 12.05%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$61.89 - $72.38 $7,303 - $8,540
-118 Reduced 25.0%
354 $25.6 Million
Q4 2023

Jan 19, 2024

BUY
$49.33 - $70.98 $197 - $283
4 Added 0.85%
472 $32.5 Million
Q2 2023

Jul 19, 2023

BUY
$47.37 - $57.14 $6,821 - $8,228
144 Added 44.44%
468 $26.5 Million
Q1 2023

Apr 25, 2023

BUY
$51.91 - $85.6 $16,818 - $27,734
324 New
324 $17 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 $148B
  • 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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