A detailed history of Duff & Phelps Investment Management CO transactions in Schwab Charles Corp stock. As of the latest transaction made, Duff & Phelps Investment Management CO holds 3,415 shares of SCHW stock, worth $221,326. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,415
Previous 17,170 80.11%
Holding current value
$221,326
Previous $1.24 Million 79.79%
% of portfolio
0.0%
Previous 0.02%

Shares

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

Aug 14, 2024

SELL
$70.03 - $78.9 $963,262 - $1.09 Million
-13,755 Reduced 80.11%
3,415 $251,000
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $46,169 - $53,995
746 Added 4.54%
17,170 $1.24 Million
Q3 2023

Nov 13, 2023

SELL
$54.2 - $67.94 $8,455 - $10,598
-156 Reduced 0.94%
16,424 $901,000
Q1 2023

May 10, 2023

BUY
$51.91 - $85.6 $25,955 - $42,800
500 Added 3.11%
16,580 $868,000
Q1 2022

May 11, 2022

BUY
$75.69 - $95.53 $1.22 Million - $1.54 Million
16,080 New
16,080 $1.36 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 $118B
  • 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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