A detailed history of Delta Capital Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Delta Capital Management LLC holds 54,590 shares of SCHW stock, worth $4.46 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
54,590
Previous 54,590 -0.0%
Holding current value
$4.46 Million
Previous $4.02 Million 12.06%
% of portfolio
1.33%
Previous 1.67%

Shares

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

Jul 22, 2024

SELL
$70.03 - $78.9 $7,703 - $8,679
-110 Reduced 0.2%
54,590 $4.02 Million
Q4 2023

Jan 25, 2024

SELL
$49.33 - $70.98 $2,959 - $4,258
-60 Reduced 0.11%
54,700 $3.76 Million
Q3 2023

Oct 20, 2023

SELL
$54.2 - $67.94 $56,910 - $71,337
-1,050 Reduced 1.88%
54,760 $3.01 Million
Q2 2023

Aug 11, 2023

SELL
$47.37 - $57.14 $16,579 - $19,999
-350 Reduced 0.62%
55,810 $3.16 Million
Q1 2023

Apr 13, 2023

BUY
$51.91 - $85.6 $2.92 Million - $4.81 Million
56,160 New
56,160 $2.94 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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