A detailed history of Btr Capital Management Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Btr Capital Management Inc holds 6,092 shares of SCHW stock, worth $504,173. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,092
Previous 5,987 1.75%
Holding current value
$504,173
Previous $378,000 15.87%
% of portfolio
0.07%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 12, 2022

BUY
$21.16 - $74.92 $2,221 - $7,866
105 Added 1.75%
6,092 $438,000
Q4 2021

Feb 02, 2022

SELL
$73.23 - $85.82 $4,393 - $5,149
-60 Reduced 0.99%
5,987 $504,000
Q1 2021

Apr 08, 2021

BUY
$51.54 - $67.65 $5,154 - $6,765
100 Added 1.68%
6,047 $394,000
Q4 2020

Jan 12, 2021

BUY
$36.75 - $53.04 $2,205 - $3,182
60 Added 1.02%
5,947 $315,000
Q3 2020

Oct 15, 2020

BUY
$33.02 - $36.28 $194,388 - $213,580
5,887 New
5,887 $213,000
Q1 2020

Apr 21, 2020

SELL
$28.43 - $49.0 $167,367 - $288,463
-5,887 Closed
0 $0
Q4 2018

Jan 23, 2019

SELL
$38.25 - $52.17 $12,699 - $17,320
-332 Reduced 5.34%
5,887 $244,000
Q2 2018

Aug 01, 2018

SELL
$50.11 - $59.59 $68,901 - $81,936
-1,375 Reduced 18.11%
6,219 $318,000
Q1 2018

May 01, 2018

BUY
$48.9 - $57.76 $57,408 - $67,810
1,174 Added 18.29%
7,594 $397,000
Q3 2017

Oct 27, 2017

BUY
$38.11 - $44.04 $244,666 - $282,736
6,420
6,420 $281,000

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 $150B
  • 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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