A detailed history of Delphi Management Inc /Ma/ transactions in Schwab Charles Corp stock. As of the latest transaction made, Delphi Management Inc /Ma/ holds 16,996 shares of SCHW stock, worth $1.37 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
16,996
Previous 17,017 0.12%
Holding current value
$1.37 Million
Previous $1.23 Million 1.71%
% of portfolio
1.02%
Previous 0.95%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 23, 2024

SELL
$70.03 - $78.9 $1,470 - $1,656
-21 Reduced 0.12%
16,996 $1.25 Million
Q1 2024

May 21, 2024

BUY
$61.89 - $72.38 $2,661 - $3,112
43 Added 0.25%
17,017 $1.23 Million
Q4 2023

May 20, 2024

BUY
$49.33 - $70.98 $6,215 - $8,943
126 Added 0.75%
16,974 $1.17 Million
Q3 2023

Jan 25, 2024

BUY
$54.2 - $67.94 $58,265 - $73,035
1,075 Added 6.82%
16,848 $925,000
Q2 2023

Aug 28, 2023

SELL
$47.37 - $57.14 $68,402 - $82,510
-1,444 Reduced 8.39%
15,773 $894,000
Q4 2022

Jul 11, 2023

BUY
$67.43 - $83.26 $1.16 Million - $1.43 Million
17,217 New
17,217 $1.43 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 $147B
  • 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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