A detailed history of Americana Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Americana Partners, LLC holds 7,915 shares of SCHW stock, worth $591,567. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,915
Previous 90,041 91.21%
Holding current value
$591,567
Previous $6.64 Million 92.28%
% of portfolio
0.04%
Previous 0.57%

Shares

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

Oct 28, 2024

SELL
$61.74 - $76.08 $5.07 Million - $6.25 Million
-82,126 Reduced 91.21%
7,915 $512,000
Q2 2024

Jul 30, 2024

BUY
$70.03 - $78.9 $2.52 Million - $2.84 Million
35,945 Added 66.45%
90,041 $6.64 Million
Q1 2024

May 07, 2024

SELL
$61.89 - $72.38 $191,611 - $224,088
-3,096 Reduced 5.41%
54,096 $3.91 Million
Q4 2023

Jan 25, 2024

BUY
$49.33 - $70.98 $570,501 - $820,883
11,565 Added 25.35%
57,192 $3.93 Million
Q3 2023

Nov 07, 2023

SELL
$54.2 - $67.94 $640,535 - $802,914
-11,818 Reduced 20.57%
45,627 $2.5 Million
Q2 2023

Jul 31, 2023

BUY
$47.37 - $57.14 $584,498 - $705,050
12,339 Added 27.36%
57,445 $3.26 Million
Q1 2023

May 08, 2023

BUY
$51.91 - $85.6 $504,461 - $831,860
9,718 Added 27.46%
45,106 $2.36 Million
Q4 2022

Jan 30, 2023

BUY
$67.43 - $83.26 $1.79 Million - $2.21 Million
26,490 Added 297.71%
35,388 $2.95 Million
Q3 2022

Nov 10, 2022

BUY
$21.16 - $74.92 $5,395 - $19,104
255 Added 2.95%
8,898 $639,000
Q2 2022

Aug 15, 2022

BUY
$59.99 - $83.83 $518,493 - $724,542
8,643 New
8,643 $543,000

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
Track This Portfolio

Track Americana Partners, LLC Portfolio

Follow Americana 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 Americana Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Americana Partners, LLC with notifications on news.