A detailed history of Buckingham Strategic Partners transactions in Schwab Charles Corp stock. As of the latest transaction made, Buckingham Strategic Partners holds 4,735 shares of SCHW stock, worth $380,883. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,735
Holding current value
$380,883
% of portfolio
0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$63.31 - $82.85 $299,772 - $392,294
4,735 New
4,735 $350,000
Q1 2024

May 15, 2024

BUY
$61.89 - $72.38 $188,516 - $220,469
3,046 New
3,046 $220,000

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 $146B
  • 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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