A detailed history of Rothschild Investment LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Rothschild Investment LLC holds 20,677 shares of SCHW stock, worth $1.55 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
20,677
Previous 22,211 6.91%
Holding current value
$1.55 Million
Previous $1.64 Billion 18.12%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Oct 18, 2024

SELL
$61.74 - $76.08 $94,709 - $116,706
-1,534 Reduced 6.91%
20,677 $1.34 Billion
Q2 2024

Jul 30, 2024

BUY
$70.03 - $78.9 $1.56 Million - $1.75 Million
22,211 New
22,211 $1.64 Billion
Q1 2024

Jul 31, 2024

SELL
$61.89 - $72.38 $9,283 - $10,857
-150 Reduced 0.75%
19,885 $1.44 Billion
Q4 2023

Jul 31, 2024

SELL
$49.33 - $70.98 $107,342 - $154,452
-2,176 Reduced 9.8%
20,035 $1.38 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 $136B
  • 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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