A detailed history of Beach Investment Counsel Inc/Pa transactions in Schwab Charles Corp stock. As of the latest transaction made, Beach Investment Counsel Inc/Pa holds 7,228 shares of SCHW stock, worth $554,821. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,228
Previous 7,478 3.34%
Holding current value
$554,821
Previous $551,000 15.06%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 15, 2024

SELL
$61.74 - $76.08 $15,435 - $19,020
-250 Reduced 3.34%
7,228 $468,000
Q2 2023

Jul 20, 2023

SELL
$47.37 - $57.14 $17,147 - $20,684
-362 Reduced 4.62%
7,478 $424,000
Q2 2022

Aug 22, 2022

BUY
$59.99 - $83.83 $55,130 - $77,039
919 Added 13.28%
7,840 $495,000
Q1 2022

Apr 28, 2022

BUY
$75.69 - $95.53 $89,389 - $112,820
1,181 Added 20.57%
6,921 $584,000
Q3 2020

Nov 02, 2020

BUY
$33.02 - $36.28 $189,534 - $208,247
5,740 New
5,740 $208,000
Q1 2020

May 05, 2020

SELL
$28.43 - $49.0 $163,188 - $281,260
-5,740 Closed
0 $0
Q4 2019

Feb 06, 2020

SELL
$35.1 - $51.07 $2,983 - $4,340
-85 Reduced 1.46%
5,740 $273,000
Q3 2017

Oct 27, 2017

BUY
$38.11 - $44.04 $221,990 - $256,533
5,825
5,825 $255,000

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 $140B
  • 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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