A detailed history of Cypress Capital Group transactions in Schwab Charles Corp stock. As of the latest transaction made, Cypress Capital Group holds 3,433 shares of SCHW stock, worth $286,998. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,433
Previous 3,359 2.2%
Holding current value
$286,998
Previous $247,000 10.12%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 08, 2024

BUY
$61.74 - $76.08 $4,568 - $5,629
74 Added 2.2%
3,433 $222,000
Q1 2024

May 08, 2024

SELL
$61.89 - $72.38 $44,870 - $52,475
-725 Reduced 17.75%
3,359 $242,000
Q4 2023

Jan 24, 2024

SELL
$49.33 - $70.98 $8,040 - $11,569
-163 Reduced 3.84%
4,084 $280,000
Q3 2023

Nov 02, 2023

BUY
$54.2 - $67.94 $8,834 - $11,074
163 Added 3.99%
4,247 $233,000
Q2 2023

Jul 26, 2023

BUY
$47.37 - $57.14 $193,459 - $233,359
4,084 New
4,084 $231,000
Q2 2022

Jul 26, 2022

SELL
$59.99 - $83.83 $184,049 - $257,190
-3,068 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$75.69 - $95.53 $232,216 - $293,086
3,068 New
3,068 $259,000
Q4 2021

Feb 15, 2022

SELL
$73.23 - $85.82 $224,669 - $263,295
-3,068 Closed
0 $0
Q2 2021

Jul 13, 2021

BUY
$63.69 - $76.01 $195,400 - $233,198
3,068 New
3,068 $223,000

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 $152B
  • 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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