A detailed history of Marco Investment Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Marco Investment Management LLC holds 77,139 shares of SCHW stock, worth $5.77 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
77,139
Previous 77,255 0.15%
Holding current value
$5.77 Million
Previous $5.69 Million 12.17%
% of portfolio
0.43%
Previous 0.53%

Shares

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

Nov 12, 2024

SELL
$61.74 - $76.08 $7,161 - $8,825
-116 Reduced 0.15%
77,139 $5 Million
Q2 2024

Aug 07, 2024

SELL
$70.03 - $78.9 $630 - $710
-9 Reduced 0.01%
77,255 $5.69 Million
Q1 2024

May 08, 2024

BUY
$61.89 - $72.38 $123 - $144
2 Added 0.0%
77,264 $5.59 Million
Q4 2023

Feb 05, 2024

SELL
$49.33 - $70.98 $33,347 - $47,982
-676 Reduced 0.87%
77,262 $5.32 Million
Q3 2023

Nov 07, 2023

BUY
$54.2 - $67.94 $5,365 - $6,726
99 Added 0.13%
77,938 $4.28 Million
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $56,654 - $68,339
1,196 Added 1.56%
77,839 $4.41 Million
Q1 2023

May 11, 2023

BUY
$51.91 - $85.6 $192,274 - $317,062
3,704 Added 5.08%
76,643 $4.01 Million
Q4 2022

Feb 13, 2023

SELL
$67.43 - $83.26 $40,458 - $49,956
-600 Reduced 0.82%
72,939 $6.07 Million
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $137,391 - $486,455
6,493 Added 9.68%
73,539 $5.29 Million
Q2 2022

Aug 05, 2022

BUY
$59.99 - $83.83 $293,351 - $409,928
4,890 Added 7.87%
67,046 $4.24 Million
Q1 2022

May 11, 2022

BUY
$75.69 - $95.53 $8,250 - $10,412
109 Added 0.18%
62,156 $5.24 Million
Q3 2021

Nov 10, 2021

BUY
$66.68 - $77.38 $5,401 - $6,267
81 Added 0.13%
62,047 $4.52 Million
Q2 2021

Aug 11, 2021

SELL
$63.69 - $76.01 $318,450 - $380,050
-5,000 Reduced 7.47%
61,966 $4.51 Million
Q1 2021

May 06, 2021

SELL
$51.54 - $67.65 $257,700 - $338,250
-5,000 Reduced 6.95%
66,966 $4.37 Million
Q4 2020

Feb 11, 2021

SELL
$36.75 - $53.04 $36,750 - $53,040
-1,000 Reduced 1.37%
71,966 $3.82 Million
Q3 2020

Oct 27, 2020

SELL
$33.02 - $36.28 $28,331 - $31,128
-858 Reduced 1.16%
72,966 $2.64 Million
Q4 2019

Feb 11, 2020

SELL
$35.1 - $51.07 $1,579 - $2,298
-45 Reduced 0.06%
73,824 $3.51 Million
Q3 2019

Nov 12, 2019

SELL
$36.12 - $44.28 $164,526 - $201,695
-4,555 Reduced 5.81%
73,869 $3.09 Million
Q2 2019

Aug 06, 2019

SELL
$39.15 - $46.26 $1,213 - $1,434
-31 Reduced 0.04%
78,424 $3.15 Million
Q1 2019

May 02, 2019

SELL
$40.72 - $47.98 $325,760 - $383,840
-8,000 Reduced 9.25%
78,455 $3.36 Million
Q4 2018

Feb 14, 2019

SELL
$38.25 - $52.17 $57,375 - $78,255
-1,500 Reduced 1.71%
86,455 $3.59 Million
Q3 2018

Nov 09, 2018

BUY
$49.15 - $54.22 $89,993 - $99,276
1,831 Added 2.13%
87,955 $4.32 Million
Q2 2018

Aug 10, 2018

SELL
$50.11 - $59.59 $110,242 - $131,098
-2,200 Reduced 2.49%
86,124 $4.4 Million
Q1 2018

May 01, 2018

SELL
$48.9 - $57.76 $177,115 - $209,206
-3,622 Reduced 3.94%
88,324 $4.61 Million
Q4 2017

Feb 15, 2018

SELL
$43.27 - $52.28 $56,251 - $67,964
-1,300 Reduced 1.39%
91,946 $4.72 Million
Q2 2017

Aug 11, 2017

BUY
N/A
93,246
93,246 $4.01 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 $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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