A detailed history of Girard Partners Ltd. transactions in Schwab Charles Corp stock. As of the latest transaction made, Girard Partners Ltd. holds 72,700 shares of SCHW stock, worth $6.08 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
72,700
Previous 67,135 8.29%
Holding current value
$6.08 Million
Previous $4.86 Million 10.32%
% of portfolio
0.51%
Previous 0.46%

Shares

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

Aug 12, 2024

BUY
$70.03 - $78.9 $389,716 - $439,078
5,565 Added 8.29%
72,700 $5.36 Million
Q1 2024

May 13, 2024

BUY
$61.89 - $72.38 $4.15 Million - $4.86 Million
67,135 New
67,135 $4.86 Million
Q4 2018

Feb 11, 2019

SELL
$38.25 - $52.17 $5,049 - $6,886
-132 Closed
0 $0
Q3 2018

Nov 09, 2018

BUY
$49.15 - $54.22 $6,487 - $7,157
132 New
132 $6,000

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 $152B
  • 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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