A detailed history of Allen Operations LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Allen Operations LLC holds 502,815 shares of SCHW stock, worth $37 Million. This represents 5.56% of its overall portfolio holdings.

Number of Shares
502,815
Previous 502,815 -0.0%
Holding current value
$37 Million
Previous $37.1 Million 12.05%
% of portfolio
5.56%
Previous 7.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 11, 2021

SELL
$63.69 - $76.01 $2.93 Million - $3.5 Million
-46,018 Reduced 8.38%
502,815 $36.6 Million
Q1 2021

May 17, 2021

SELL
$51.54 - $67.65 $1.06 Million - $1.4 Million
-20,657 Reduced 3.63%
548,833 $35.8 Million
Q2 2019

Aug 12, 2019

BUY
$39.15 - $46.26 $2.17 Million - $2.56 Million
55,348 Added 10.77%
569,490 $22.9 Million
Q4 2018

Feb 05, 2019

SELL
$38.25 - $52.17 $1.76 Million - $2.4 Million
-45,926 Reduced 8.2%
514,142 $21.4 Million
Q3 2017

Nov 07, 2017

BUY
$38.11 - $44.04 $21.3 Million - $24.7 Million
560,068
560,068 $24.5 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 $134B
  • 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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