A detailed history of Chapman Investment Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Chapman Investment Management, LLC holds 22,324 shares of SCHW stock, worth $1.83 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
22,324
Previous 44,442 49.77%
Holding current value
$1.83 Million
Previous $3.27 Million 55.83%
% of portfolio
1.12%
Previous 2.62%

Shares

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

Oct 28, 2024

SELL
$61.74 - $76.08 $1.37 Million - $1.68 Million
-22,118 Reduced 49.77%
22,324 $1.45 Million
Q2 2024

Aug 06, 2024

SELL
$70.03 - $78.9 $774,811 - $872,949
-11,064 Reduced 19.93%
44,442 $3.27 Million
Q1 2024

May 03, 2024

SELL
$61.89 - $72.38 $94,877 - $110,958
-1,533 Reduced 2.69%
55,506 $4.02 Million
Q4 2023

Feb 02, 2024

SELL
$49.33 - $70.98 $188,933 - $271,853
-3,830 Reduced 6.29%
57,039 $3.92 Million
Q3 2023

Nov 01, 2023

SELL
$54.2 - $67.94 $113,711 - $142,538
-2,098 Reduced 3.33%
60,869 $3.34 Million
Q2 2023

Jul 31, 2023

SELL
$47.37 - $57.14 $611,309 - $737,391
-12,905 Reduced 17.01%
62,967 $3.57 Million
Q1 2023

Apr 25, 2023

SELL
$51.91 - $85.6 $102,314 - $168,717
-1,971 Reduced 2.53%
75,872 $3.97 Million
Q4 2022

Feb 07, 2023

SELL
$67.43 - $83.26 $563,714 - $696,053
-8,360 Reduced 9.7%
77,843 $6.48 Million
Q3 2022

Nov 01, 2022

BUY
$21.16 - $74.92 $55,693 - $197,189
2,632 Added 3.15%
86,203 $6.2 Million
Q2 2022

Aug 01, 2022

SELL
$59.99 - $83.83 $150,334 - $210,077
-2,506 Reduced 2.91%
83,571 $5.28 Million
Q1 2022

May 09, 2022

BUY
$75.69 - $95.53 $2.36 Million - $2.98 Million
31,163 Added 56.75%
86,077 $7.26 Million
Q4 2021

Jan 20, 2022

BUY
$73.23 - $85.82 $4.02 Million - $4.71 Million
54,914 New
54,914 $4.62 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 $149B
  • 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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