A detailed history of Kirtland Hills Capital Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Kirtland Hills Capital Management, LLC holds 7,843 shares of SCHW stock, worth $631,047. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,843
Previous 7,855 0.15%
Holding current value
$631,047
Previous $579 Million 99.91%
% of portfolio
0.3%
Previous 0.48%

Shares

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

Nov 08, 2024

SELL
$61.74 - $76.08 $740 - $912
-12 Reduced 0.15%
7,843 $508,000
Q2 2024

Aug 13, 2024

BUY
$70.03 - $78.9 $1,820 - $2,051
26 Added 0.33%
7,855 $579 Million
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $484,536 - $566,663
7,829 New
7,829 $599 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 $146B
  • 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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