A detailed history of Azimuth Capital Investment Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Azimuth Capital Investment Management LLC holds 3,619 shares of SCHW stock, worth $229,372. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,619
Previous 3,619 -0.0%
Holding current value
$229,372
Previous $261,000 1.92%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 14, 2024

SELL
$61.89 - $72.38 $5,941 - $6,948
-96 Reduced 2.58%
3,619 $261,000
Q4 2023

Feb 13, 2024

BUY
$49.33 - $70.98 $183,260 - $263,690
3,715 New
3,715 $255,000
Q4 2022

Feb 14, 2023

SELL
$67.43 - $83.26 $10,114 - $12,489
-150 Reduced 3.41%
4,250 $353,000
Q2 2022

Aug 11, 2022

BUY
$59.99 - $83.83 $263,956 - $368,852
4,400 New
4,400 $278,000

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 $115B
  • 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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