A detailed history of Dt Investment Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Dt Investment Partners, LLC holds 1,545 shares of SCHW stock, worth $124,588. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,545
Previous 1,246 24.0%
Holding current value
$124,588
Previous $91,000 9.89%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

BUY
$61.74 - $76.08 $18,460 - $22,747
299 Added 24.0%
1,545 $100,000
Q2 2024

Jul 24, 2024

BUY
$70.03 - $78.9 $2,310 - $2,603
33 Added 2.72%
1,246 $91,000
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $25,667 - $90,877
1,213 New
1,213 $87,000
Q2 2022

Jul 25, 2022

SELL
$59.99 - $83.83 $162,932 - $227,682
-2,716 Closed
0 $0
Q1 2022

May 09, 2022

BUY
$75.69 - $95.53 $205,574 - $259,459
2,716 New
2,716 $229,000

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 $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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