A detailed history of Baldwin Brothers LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Baldwin Brothers LLC holds 113,232 shares of SCHW stock, worth $9.22 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
113,232
Previous 121,460 6.77%
Holding current value
$9.22 Million
Previous $8.95 Million 18.01%
% of portfolio
0.51%
Previous 0.7%

Shares

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

Oct 15, 2024

SELL
$61.74 - $76.08 $507,996 - $625,986
-8,228 Reduced 6.77%
113,232 $7.34 Million
Q2 2024

Jul 12, 2024

SELL
$70.03 - $78.9 $246,365 - $277,570
-3,518 Reduced 2.81%
121,460 $8.95 Million
Q1 2024

Apr 12, 2024

SELL
$61.89 - $72.38 $239,823 - $280,472
-3,875 Reduced 3.01%
124,978 $9.04 Million
Q4 2023

Jan 08, 2024

SELL
$49.33 - $70.98 $143,500 - $206,480
-2,909 Reduced 2.21%
128,853 $8.87 Million
Q3 2023

Oct 10, 2023

BUY
$54.2 - $67.94 $67,533 - $84,653
1,246 Added 0.95%
131,762 $7.23 Million
Q2 2023

Jul 14, 2023

SELL
$47.37 - $57.14 $146,989 - $177,305
-3,103 Reduced 2.32%
130,516 $7.4 Million
Q1 2023

Apr 21, 2023

SELL
$51.91 - $85.6 $4,464 - $7,361
-86 Reduced 0.06%
133,619 $7 Million
Q4 2022

Jan 27, 2023

BUY
$67.43 - $83.26 $9.02 Million - $11.1 Million
133,705 New
133,705 $0

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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