A detailed history of Freestone Grove Partners LP transactions in Schwab Charles Corp stock. As of the latest transaction made, Freestone Grove Partners LP holds 1,112,366 shares of SCHW stock, worth $104 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
1,112,366
Previous 1,556,409 28.53%
Holding current value
$104 Million
Previous $122 Billion 16.7%
% of portfolio
0.77%
Previous 1.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$69.06 - $91.24 $30.7 Million - $40.5 Million
-444,043 Reduced 28.53%
1,112,366 $101 Billion
Q1 2025

May 15, 2025

BUY
$71.24 - $83.64 $86.7 Million - $102 Million
1,217,123 Added 358.73%
1,556,409 $122 Billion
Q4 2024

Feb 14, 2025

BUY
$63.31 - $82.85 $21.5 Million - $28.1 Million
339,286 New
339,286 $25.1 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 $170B
  • 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 Freestone Grove Partners LP Portfolio

Follow Freestone Grove Partners LP 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 Freestone Grove Partners LP, based on Form 13F filings with the SEC.

News

Stay updated on Freestone Grove Partners LP with notifications on news.