A detailed history of Klingenstein Fields & CO LP transactions in Schwab Charles Corp stock. As of the latest transaction made, Klingenstein Fields & CO LP holds 3,890 shares of SCHW stock, worth $290,738. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,890
Previous 3,890 -0.0%
Holding current value
$290,738
Previous $286,000 11.89%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 29, 2024

SELL
$61.89 - $72.38 $1,052 - $1,230
-17 Reduced 0.44%
3,890 $281,000
Q4 2023

Feb 01, 2024

BUY
$49.33 - $70.98 $11,839 - $17,035
240 Added 6.54%
3,907 $268,000
Q3 2023

Oct 27, 2023

SELL
$54.2 - $67.94 $2,168 - $2,717
-40 Reduced 1.08%
3,667 $201,000
Q2 2023

Aug 01, 2023

BUY
$47.37 - $57.14 $175,600 - $211,817
3,707 New
3,707 $210,000
Q1 2021

Apr 29, 2021

BUY
$51.54 - $67.65 $186,317 - $244,554
3,615 New
3,615 $236,000

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 $136B
  • 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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