A detailed history of Bank Of Marin transactions in Schwab Charles Corp stock. As of the latest transaction made, Bank Of Marin holds 5,790 shares of SCHW stock, worth $466,905. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,790
Previous 5,811 0.36%
Holding current value
$466,905
Previous $428,000 12.38%
% of portfolio
0.31%
Previous 0.37%

Shares

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

Nov 06, 2024

SELL
$61.74 - $76.08 $1,296 - $1,597
-21 Reduced 0.36%
5,790 $375,000
Q2 2024

Aug 09, 2024

BUY
$70.03 - $78.9 $5,392 - $6,075
77 Added 1.34%
5,811 $428,000
Q1 2024

May 09, 2024

BUY
$61.89 - $72.38 $66,284 - $77,518
1,071 Added 22.97%
5,734 $414,000
Q4 2023

Feb 08, 2024

BUY
$49.33 - $70.98 $39,266 - $56,500
796 Added 20.58%
4,663 $320,000
Q3 2023

Nov 07, 2023

BUY
$54.2 - $67.94 $209,591 - $262,723
3,867 New
3,867 $212,000

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 $147B
  • 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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