A detailed history of Lri Investments, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Lri Investments, LLC holds 2,271 shares of SCHW stock, worth $183,133. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,271
Previous 2,068 9.82%
Holding current value
$183,133
Previous $152 Million 19.5%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 15, 2024

BUY
$61.74 - $76.08 $12,533 - $15,444
203 Added 9.82%
2,271 $182 Million
Q2 2024

Jul 24, 2024

BUY
$70.03 - $78.9 $131,796 - $148,489
1,882 Added 1011.83%
2,068 $152 Million
Q1 2024

May 21, 2024

SELL
$61.89 - $72.38 $116,476 - $136,219
-1,882 Reduced 91.01%
186 $13.5 Million
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $127,988 - $149,681
2,068 New
2,068 $154 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 $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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