A detailed history of Cromwell Holdings LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Cromwell Holdings LLC holds 2,470 shares of SCHW stock, worth $175,271. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,470
Previous 4,739 47.88%
Holding current value
$175,271
Previous $349,000 54.15%
% of portfolio
0.11%
Previous 0.21%

Shares

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

Oct 23, 2024

SELL
$61.74 - $76.08 $140,088 - $172,625
-2,269 Reduced 47.88%
2,470 $160,000
Q2 2024

Aug 14, 2024

BUY
$70.03 - $78.9 $331,872 - $373,907
4,739 New
4,739 $349,000

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 $129B
  • 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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