A detailed history of Hutchens & Kramer Investment Management Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Hutchens & Kramer Investment Management Group, LLC holds 12,089 shares of SCHW stock, worth $974,856. This represents 0.48% of its overall portfolio holdings.

Number of Shares
12,089
Previous 13,750 12.08%
Holding current value
$974,856
Previous $1.01 Million 22.7%
% of portfolio
0.48%
Previous 0.59%

Shares

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

Oct 15, 2024

SELL
$61.74 - $76.08 $102,550 - $126,368
-1,661 Reduced 12.08%
12,089 $783,000
Q2 2024

Jul 12, 2024

BUY
$70.03 - $78.9 $840 - $946
12 Added 0.09%
13,750 $1.01 Million
Q1 2024

Apr 29, 2024

SELL
$61.89 - $72.38 $56,691 - $66,300
-916 Reduced 6.25%
13,738 $993,000
Q4 2023

Jan 22, 2024

SELL
$49.33 - $70.98 $91,161 - $131,171
-1,848 Reduced 11.2%
14,654 $1.01 Million
Q3 2023

Oct 10, 2023

SELL
$54.2 - $67.94 $33,495 - $41,986
-618 Reduced 3.61%
16,502 $905,000
Q2 2023

Jul 18, 2023

SELL
$47.37 - $57.14 $167,547 - $202,104
-3,537 Reduced 17.12%
17,120 $970,000
Q1 2023

Apr 10, 2023

SELL
$51.91 - $85.6 $943,048 - $1.56 Million
-18,167 Reduced 46.79%
20,657 $1.08 Million
Q4 2022

Jan 31, 2023

SELL
$67.43 - $83.26 $114,024 - $140,792
-1,691 Reduced 4.17%
38,824 $3.23 Million
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $143,655 - $508,631
6,789 Added 20.13%
40,515 $2.97 Million
Q2 2022

Aug 15, 2022

BUY
$59.99 - $83.83 $21,236 - $29,675
354 Added 1.06%
33,726 $2.16 Million
Q4 2021

May 16, 2022

BUY
$73.23 - $85.82 $2.44 Million - $2.86 Million
33,372 New
33,372 $3.08 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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