A detailed history of Birchbrook, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Birchbrook, Inc. holds 2,266 shares of SCHW stock, worth $200,019. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,266
Previous 2,431 6.79%
Holding current value
$200,019
Previous $180 Million 1.4%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Jun 10, 2025

SELL
$71.24 - $83.64 $11,754 - $13,800
-165 Reduced 6.79%
2,266 $177 Million
Q4 2024

Jun 10, 2025

SELL
$63.31 - $82.85 $3,165 - $4,142
-50 Reduced 2.02%
2,431 $180 Million
Q3 2024

Jun 10, 2025

SELL
$61.74 - $76.08 $68,160 - $83,992
-1,104 Reduced 30.79%
2,481 $161 Million
Q2 2024

Jun 10, 2025

SELL
$70.03 - $78.9 $88,237 - $99,414
-1,260 Reduced 26.01%
3,585 $264 Million
Q1 2024

Jun 10, 2025

SELL
$61.89 - $72.38 $261,113 - $305,371
-4,219 Reduced 46.55%
4,845 $350 Million
Q4 2023

Jun 10, 2025

BUY
$49.33 - $70.98 $447,127 - $643,362
9,064 New
9,064 $624 Million

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 $160B
  • 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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