A detailed history of Dlk Investment Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Dlk Investment Management, LLC holds 57,186 shares of SCHW stock, worth $3.55 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
57,186
Previous 58,378 2.04%
Holding current value
$3.55 Million
Previous $4.22 Billion 0.21%
% of portfolio
1.74%
Previous 1.79%

Shares

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

Aug 02, 2024

SELL
$70.03 - $78.9 $83,475 - $94,048
-1,192 Reduced 2.04%
57,186 $4.21 Billion
Q1 2024

Apr 12, 2024

BUY
$61.89 - $72.38 $47,964 - $56,094
775 Added 1.35%
58,378 $4.22 Billion
Q4 2023

Apr 09, 2024

BUY
$49.33 - $70.98 $2.84 Million - $4.09 Million
57,603 New
57,603 $3.96 Billion

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 $113B
  • 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
Track This Portfolio

Track Dlk Investment Management, LLC Portfolio

Follow Dlk Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dlk Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dlk Investment Management, LLC with notifications on news.