A detailed history of Beck Mack & Oliver LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Beck Mack & Oliver LLC holds 2,093,218 shares of SCHW stock, worth $169 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares
2,093,218
Previous 2,051,314 2.04%
Holding current value
$169 Million
Previous $151 Million 10.25%
% of portfolio
3.06%
Previous 3.55%

Shares

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

Nov 13, 2024

BUY
$61.74 - $76.08 $2.59 Million - $3.19 Million
41,904 Added 2.04%
2,093,218 $136 Million
Q2 2024

Aug 14, 2024

SELL
$70.03 - $78.9 $553,447 - $623,546
-7,903 Reduced 0.38%
2,051,314 $151 Million
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $8.06 Million - $9.43 Million
130,270 Added 6.75%
2,059,217 $149 Million
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $2.36 Million - $3.39 Million
47,798 Added 2.54%
1,928,947 $133 Million
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $1.89 Million - $2.37 Million
34,900 Added 1.89%
1,881,149 $103 Million
Q2 2023

Aug 08, 2023

BUY
$47.37 - $57.14 $9.14 Million - $11 Million
192,991 Added 11.67%
1,846,249 $105 Million
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $6.84 Million - $11.3 Million
131,697 Added 8.66%
1,653,258 $86.6 Million
Q4 2022

Feb 14, 2023

SELL
$67.43 - $83.26 $152,728 - $188,583
-2,265 Reduced 0.15%
1,521,561 $127 Million
Q3 2022

Nov 10, 2022

SELL
$21.16 - $74.92 $139,529 - $494,022
-6,594 Reduced 0.43%
1,523,826 $110 Million
Q2 2022

Aug 12, 2022

BUY
$59.99 - $83.83 $824,862 - $1.15 Million
13,750 Added 0.91%
1,530,420 $96.7 Million
Q1 2022

May 16, 2022

BUY
$75.69 - $95.53 $920,693 - $1.16 Million
12,164 Added 0.81%
1,516,670 $128 Million
Q4 2021

Jan 28, 2022

BUY
$73.23 - $85.82 $1.44 Million - $1.68 Million
19,610 Added 1.32%
1,504,506 $127 Million
Q3 2021

Nov 04, 2021

BUY
$66.68 - $77.38 $1.31 Million - $1.52 Million
19,646 Added 1.34%
1,484,896 $108 Million
Q2 2021

Jul 28, 2021

BUY
$63.69 - $76.01 $2.26 Million - $2.7 Million
35,500 Added 2.48%
1,465,250 $107 Million
Q1 2021

May 11, 2021

SELL
$51.54 - $67.65 $3.31 Million - $4.34 Million
-64,160 Reduced 4.29%
1,429,750 $93.2 Million
Q4 2020

Feb 10, 2021

BUY
$36.75 - $53.04 $529,200 - $763,776
14,400 Added 0.97%
1,493,910 $79.2 Million
Q3 2020

Nov 02, 2020

BUY
$33.02 - $36.28 $8.27 Million - $9.08 Million
250,396 Added 20.37%
1,479,510 $53.6 Million
Q2 2020

Aug 10, 2020

BUY
$31.75 - $42.82 $2.18 Million - $2.94 Million
68,620 Added 5.91%
1,229,114 $41.5 Million
Q1 2020

May 05, 2020

BUY
$28.43 - $49.0 $5.53 Million - $9.52 Million
194,368 Added 20.12%
1,160,494 $39 Million
Q4 2019

Feb 07, 2020

BUY
$35.1 - $51.07 $16 Million - $23.2 Million
454,511 Added 88.84%
966,126 $45.9 Million
Q3 2019

Nov 06, 2019

BUY
$36.12 - $44.28 $18.3 Million - $22.4 Million
505,847 Added 8769.89%
511,615 $21.4 Million
Q2 2019

Aug 13, 2019

BUY
$39.15 - $46.26 $26,230 - $30,994
670 Added 13.14%
5,768 $232,000
Q3 2017

Oct 27, 2017

BUY
$38.11 - $44.04 $194,284 - $224,515
5,098
5,098 $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 $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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