A detailed history of Capricorn Fund Managers LTD transactions in Schwab Charles Corp stock. As of the latest transaction made, Capricorn Fund Managers LTD holds 12,925 shares of SCHW stock, worth $1.15 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
12,925
Previous 10,665 21.19%
Holding current value
$1.15 Million
Previous $789,000 28.14%
% of portfolio
0.61%
Previous 0.41%

Shares

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

May 08, 2025

BUY
$71.24 - $83.64 $161,002 - $189,026
2,260 Added 21.19%
12,925 $1.01 Million
Q4 2024

Jan 16, 2025

BUY
$63.31 - $82.85 $675,201 - $883,595
10,665 New
10,665 $789,000

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 $162B
  • 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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