A detailed history of Chaney Capital Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Chaney Capital Management, Inc. holds 30,723 shares of SCHW stock, worth $2.28 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
30,723
Previous 28,078 9.42%
Holding current value
$2.28 Million
Previous $2.07 Billion 3.77%
% of portfolio
1.12%
Previous 1.37%

Shares

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

Oct 29, 2024

BUY
$61.74 - $76.08 $163,302 - $201,231
2,645 Added 9.42%
30,723 $1.99 Billion
Q2 2024

Jul 18, 2024

BUY
$70.03 - $78.9 $501,064 - $564,529
7,155 Added 34.2%
28,078 $2.07 Billion
Q1 2024

Apr 22, 2024

BUY
$61.89 - $72.38 $92,835 - $108,570
1,500 Added 7.72%
20,923 $1.51 Billion
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $958,136 - $1.38 Million
19,423 New
19,423 $1.34 Billion

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 $135B
  • 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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