A detailed history of Greenline Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Greenline Partners, LLC holds 23,196 shares of SCHW stock, worth $1.72 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
23,196
Previous 22,974 0.97%
Holding current value
$1.72 Million
Previous $1.58 Million 6.14%
% of portfolio
0.27%
Previous 0.27%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$61.89 - $72.38 $13,739 - $16,068
222 Added 0.97%
23,196 $1.68 Million
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $490,932 - $706,392
9,952 Added 76.42%
22,974 $1.58 Million
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $47,938 - $57,825
1,012 Added 8.43%
13,022 $738,000
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $169,316 - $209,065
2,511 Added 26.43%
12,010 $999,000
Q3 2022

Nov 15, 2022

BUY
$21.16 - $74.92 $200,998 - $711,665
9,499 New
9,499 $683,000
Q2 2022

Aug 15, 2022

SELL
$59.99 - $83.83 $149,915 - $209,491
-2,499 Closed
0 $0
Q4 2021

Feb 15, 2022

BUY
$73.23 - $85.82 $183,001 - $214,464
2,499 New
2,499 $210,000

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 $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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