A detailed history of Ims Capital Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Ims Capital Management holds 14,206 shares of SCHW stock, worth $1.15 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
14,206
Previous 14,605 2.73%
Holding current value
$1.15 Million
Previous $1.06 Million 0.95%
% of portfolio
0.48%
Previous 0.49%

Shares

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

Aug 21, 2024

SELL
$70.03 - $78.9 $27,941 - $31,481
-399 Reduced 2.73%
14,206 $1.05 Million
Q1 2024

Jun 12, 2024

BUY
$61.89 - $72.38 $44,870 - $52,475
725 Added 5.22%
14,605 $1.06 Million
Q3 2023

Oct 10, 2023

BUY
$54.2 - $67.94 $12,195 - $15,286
225 Added 1.65%
13,880 $762,000
Q2 2023

Sep 13, 2023

BUY
$47.37 - $57.14 $88,818 - $107,137
1,875 Added 15.92%
13,655 $773,000
Q2 2022

Jul 13, 2022

BUY
$59.99 - $83.83 $2,999 - $4,191
50 Added 0.43%
11,780 $744,000
Q3 2021

Oct 07, 2021

BUY
$66.68 - $77.38 $13,336 - $15,476
200 Added 1.73%
11,730 $854,000
Q1 2021

Apr 22, 2021

SELL
$51.54 - $67.65 $297,385 - $390,340
-5,770 Reduced 33.35%
11,530 $752,000
Q2 2020

Jul 15, 2020

BUY
$31.75 - $42.82 $549,275 - $740,786
17,300 New
17,300 $584,000

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 $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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