A detailed history of Greenstone Partners & Co., LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Greenstone Partners & Co., LLC holds 218,842 shares of SCHW stock, worth $17.7 Million. This represents 4.95% of its overall portfolio holdings.

Number of Shares
218,842
Previous 218,842 -0.0%
Holding current value
$17.7 Million
Previous $16.1 Million 12.05%
% of portfolio
4.95%
Previous 6.74%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $774,481 - $1.11 Million
15,700 Added 7.73%
218,842 $15.1 Million
Q3 2023

Nov 14, 2023

BUY
$54.2 - $67.94 $1.88 Million - $2.36 Million
34,700 Added 20.6%
203,142 $11.2 Million
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $2.42 Million - $2.92 Million
51,050 Added 43.49%
168,442 $9.55 Million
Q1 2023

May 12, 2023

BUY
$51.91 - $85.6 $6.09 Million - $10 Million
117,392 New
117,392 $6.15 Million
Q4 2021

Feb 14, 2022

SELL
$73.23 - $85.82 $8.81 Million - $10.3 Million
-120,295 Closed
0 $0
Q3 2021

Nov 10, 2021

SELL
$66.68 - $77.38 $3.82 Million - $4.43 Million
-57,255 Reduced 32.25%
120,295 $8.76 Million
Q4 2020

Feb 12, 2021

BUY
$36.75 - $53.04 $6.52 Million - $9.42 Million
177,550 New
177,550 $9.42 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 $147B
  • 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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