A detailed history of Gilman Hill Asset Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Gilman Hill Asset Management, LLC holds 69,519 shares of SCHW stock, worth $6.75 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
69,519
Previous 69,153 0.53%
Holding current value
$6.75 Million
Previous $5.41 Million 17.16%
% of portfolio
1.07%
Previous 0.96%

Shares

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

Jul 09, 2025

BUY
$69.06 - $91.24 $25,275 - $33,393
366 Added 0.53%
69,519 $6.34 Million
Q1 2025

Apr 10, 2025

BUY
$71.24 - $83.64 $153,166 - $179,826
2,150 Added 3.21%
69,153 $5.41 Million
Q4 2024

Jan 16, 2025

SELL
$63.31 - $82.85 $116,110 - $151,946
-1,834 Reduced 2.66%
67,003 $4.96 Million
Q3 2024

Oct 10, 2024

BUY
$61.74 - $76.08 $69,766 - $85,970
1,130 Added 1.67%
68,837 $4.46 Million
Q2 2024

Jul 12, 2024

BUY
$70.03 - $78.9 $208,969 - $235,437
2,984 Added 4.61%
67,707 $4.99 Million
Q1 2024

Apr 12, 2024

BUY
$61.89 - $72.38 $11,635 - $13,607
188 Added 0.29%
64,723 $4.68 Million
Q4 2023

Jan 10, 2024

SELL
$49.33 - $70.98 $12,727 - $18,312
-258 Reduced 0.4%
64,535 $4.44 Million
Q3 2023

Oct 13, 2023

BUY
$54.2 - $67.94 $78,861 - $98,852
1,455 Added 2.3%
64,793 $3.56 Million
Q2 2023

Jul 14, 2023

BUY
$47.37 - $57.14 $119,135 - $143,707
2,515 Added 4.13%
63,338 $3.59 Million
Q1 2023

Apr 19, 2023

BUY
$51.91 - $85.6 $3.16 Million - $5.21 Million
60,823 New
60,823 $3.19 Million
Q2 2022

Jul 15, 2022

BUY
$59.99 - $83.83 $14,097 - $19,700
235 Added 1.29%
18,395 $1.16 Million
Q1 2021

Apr 19, 2021

BUY
$51.54 - $67.65 $935,966 - $1.23 Million
18,160 New
18,160 $1.18 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 $176B
  • 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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