A detailed history of Krs Capital Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Krs Capital Management, LLC holds 5,864 shares of SCHW stock, worth $473,811. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,864
Previous 5,760 1.81%
Holding current value
$473,811
Previous $424,000 10.38%
% of portfolio
0.28%
Previous 0.32%

Shares

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

Oct 15, 2024

BUY
$61.74 - $76.08 $6,420 - $7,912
104 Added 1.81%
5,864 $380,000
Q2 2024

Jul 17, 2024

BUY
$70.03 - $78.9 $47,480 - $53,494
678 Added 13.34%
5,760 $424,000
Q1 2024

Apr 16, 2024

SELL
$61.89 - $72.38 $11,635 - $13,607
-188 Reduced 3.57%
5,082 $367,000
Q4 2023

Jan 24, 2024

SELL
$49.33 - $70.98 $50,316 - $72,399
-1,020 Reduced 16.22%
5,270 $362,000
Q3 2023

Oct 19, 2023

BUY
$54.2 - $67.94 $4,769 - $5,978
88 Added 1.42%
6,290 $345,000
Q2 2023

Jul 14, 2023

BUY
$47.37 - $57.14 $28,327 - $34,169
598 Added 10.67%
6,202 $351,000
Q1 2023

Apr 11, 2023

BUY
$51.91 - $85.6 $145,555 - $240,022
2,804 Added 100.14%
5,604 $293,000
Q4 2022

Jan 19, 2023

BUY
$67.43 - $83.26 $188,804 - $233,128
2,800 New
2,800 $0

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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