A detailed history of Edgemoor Investment Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Edgemoor Investment Advisors, Inc. holds 174,661 shares of SCHW stock, worth $13 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
174,661
Previous 175,192 0.3%
Holding current value
$13 Million
Previous $12.9 Million 12.32%
% of portfolio
0.99%
Previous 1.21%

Shares

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

Nov 12, 2024

SELL
$61.74 - $76.08 $32,783 - $40,398
-531 Reduced 0.3%
174,661 $11.3 Million
Q2 2024

Aug 07, 2024

BUY
$70.03 - $78.9 $171,993 - $193,778
2,456 Added 1.42%
175,192 $12.9 Million
Q1 2024

May 09, 2024

BUY
$61.89 - $72.38 $112,392 - $131,442
1,816 Added 1.06%
172,736 $12.5 Million
Q4 2023

Feb 07, 2024

BUY
$49.33 - $70.98 $1.31 Million - $1.88 Million
26,507 Added 18.35%
170,920 $11.8 Million
Q3 2023

Nov 09, 2023

BUY
$54.2 - $67.94 $233,764 - $293,025
4,313 Added 3.08%
144,413 $7.93 Million
Q2 2023

Aug 09, 2023

BUY
$47.37 - $57.14 $6.64 Million - $8.01 Million
140,100 New
140,100 $7.94 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 $135B
  • 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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