A detailed history of Goelzer Investment Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Goelzer Investment Management, Inc. holds 43,068 shares of SCHW stock, worth $3.2 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
43,068
Previous 45,913 6.2%
Holding current value
$3.2 Million
Previous $3.38 Million 17.5%
% of portfolio
0.15%
Previous 0.19%

Shares

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

Oct 04, 2024

SELL
$61.74 - $76.08 $175,650 - $216,447
-2,845 Reduced 6.2%
43,068 $2.79 Million
Q2 2024

Aug 09, 2024

SELL
$70.03 - $78.9 $66,458 - $74,876
-949 Reduced 2.03%
45,913 $3.38 Million
Q1 2024

May 01, 2024

SELL
$61.89 - $72.38 $326,531 - $381,876
-5,276 Reduced 10.12%
46,862 $3.39 Million
Q4 2023

Feb 07, 2024

SELL
$49.33 - $70.98 $107,391 - $154,523
-2,177 Reduced 4.01%
52,138 $3.59 Million
Q3 2023

Nov 13, 2023

SELL
$54.2 - $67.94 $71,218 - $89,273
-1,314 Reduced 2.36%
54,315 $2.98 Million
Q2 2023

Jul 26, 2023

SELL
$47.37 - $57.14 $79,486 - $95,880
-1,678 Reduced 2.93%
55,629 $3.15 Million
Q1 2023

Apr 27, 2023

BUY
$51.91 - $85.6 $79,681 - $131,396
1,535 Added 2.75%
57,307 $3 Million
Q4 2022

Jan 20, 2023

BUY
$67.43 - $83.26 $871,869 - $1.08 Million
12,930 Added 30.18%
55,772 $0
Q3 2022

Nov 10, 2022

BUY
$21.16 - $74.92 $93,611 - $331,446
4,424 Added 11.52%
42,842 $3.08 Million
Q2 2022

Aug 01, 2022

BUY
$59.99 - $83.83 $2.3 Million - $3.22 Million
38,418 New
38,418 $2.43 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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