A detailed history of Lfl Advisers, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Lfl Advisers, LLC holds 183,920 shares of SCHW stock, worth $13.6 Million. This represents 5.33% of its overall portfolio holdings.

Number of Shares
183,920
Previous 185,278 0.73%
Holding current value
$13.6 Million
Previous $13.4 Million 1.12%
% of portfolio
5.33%
Previous 4.84%

Shares

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

Aug 13, 2024

SELL
$70.03 - $78.9 $95,100 - $107,146
-1,358 Reduced 0.73%
183,920 $13.6 Million
Q1 2024

May 13, 2024

BUY
$61.89 - $72.38 $969,444 - $1.13 Million
15,664 Added 9.24%
185,278 $13.4 Million
Q3 2023

Nov 13, 2023

SELL
$54.2 - $67.94 $463,410 - $580,887
-8,550 Reduced 4.8%
169,614 $9.31 Million
Q3 2022

Nov 10, 2022

SELL
$21.16 - $74.92 $105,800 - $374,600
-5,000 Reduced 2.73%
178,164 $12.8 Million
Q1 2022

May 13, 2022

BUY
$75.69 - $95.53 $237,666 - $299,964
3,140 Added 1.74%
183,164 $15.4 Million
Q2 2021

Aug 13, 2021

SELL
$63.69 - $76.01 $216,546 - $258,434
-3,400 Reduced 1.85%
180,024 $13.1 Million
Q1 2020

May 14, 2020

BUY
$28.43 - $49.0 $5.21 Million - $8.99 Million
183,424 New
183,424 $6.17 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 $134B
  • 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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