A detailed history of Buckingham Capital Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Buckingham Capital Management, Inc. holds 35,005 shares of SCHW stock, worth $2.89 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
35,005
Previous 40,557 13.69%
Holding current value
$2.89 Million
Previous $2.99 Million 24.1%
% of portfolio
0.26%
Previous 0.36%

Shares

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

Nov 04, 2024

SELL
$61.74 - $76.08 $342,780 - $422,396
-5,552 Reduced 13.69%
35,005 $2.27 Million
Q2 2024

Jul 15, 2024

SELL
$70.03 - $78.9 $460,587 - $518,925
-6,577 Reduced 13.95%
40,557 $2.99 Million
Q1 2024

Apr 10, 2024

SELL
$61.89 - $72.38 $141,418 - $165,388
-2,285 Reduced 4.62%
47,134 $3.41 Million
Q4 2023

Feb 07, 2024

SELL
$49.33 - $70.98 $83,861 - $120,666
-1,700 Reduced 3.33%
49,419 $3.4 Million
Q3 2023

Oct 13, 2023

SELL
$54.2 - $67.94 $148,399 - $186,019
-2,738 Reduced 5.08%
51,119 $2.81 Million
Q2 2023

Jul 11, 2023

BUY
$47.37 - $57.14 $699,844 - $844,186
14,774 Added 37.8%
53,857 $3.05 Million
Q1 2023

Apr 11, 2023

BUY
$51.91 - $85.6 $2.03 Million - $3.35 Million
39,083 New
39,083 $2.05 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 $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
Track This Portfolio

Track Buckingham Capital Management, Inc. Portfolio

Follow Buckingham Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Capital Management, Inc. with notifications on news.