A detailed history of Exchange Capital Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Exchange Capital Management, Inc. holds 4,697 shares of SCHW stock, worth $360,541. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,697
Previous 4,243 10.7%
Holding current value
$360,541
Previous $312,000 2.56%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 01, 2024

BUY
$61.74 - $76.08 $28,029 - $34,540
454 Added 10.7%
4,697 $304,000
Q2 2024

Jul 23, 2024

BUY
$70.03 - $78.9 $297,137 - $334,772
4,243 New
4,243 $312,000
Q4 2017

Feb 05, 2018

SELL
$43.27 - $52.28 $0 - $0
0 Closed
0 $0
Q3 2017

Nov 02, 2017

BUY
$38.11 - $44.04 $0 - $0
0
0 $0

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 $140B
  • 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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