Marshall & Sullivan Inc Schwab Charles Corp Transaction History

Marshall & Sullivan Inc

  • $200 Million
  • Q3 2025

A detailed history of Marshall & Sullivan Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Marshall & Sullivan Inc holds 72,973 shares of SCHW stock, worth $6.71 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares
72,973
Previous 74,042 1.44%
Holding current value
$6.71 Million
Previous $6.76 Million 3.12%
% of portfolio
3.49%
Previous 3.53%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$91.03 - $98.69 $97,311 - $105,499
-1,069 Reduced 1.44%
72,973 $6.97 Million
Q2 2025

Jul 11, 2025
SELL
$69.06 - $91.24 $65,192 - $86,130
-944 Reduced 1.26%
74,042 $6.76 Million
Q1 2025

Apr 09, 2025
SELL
$71.24 - $83.64 $100,519 - $118,016
-1,411 Reduced 1.85%
74,986 $5.87 Million
Q4 2024

Jan 13, 2025
BUY
$63.31 - $82.85 $25,513 - $33,388
403 Added 0.53%
76,397 $5.65 Million
Q3 2024

Oct 09, 2024
SELL
$61.74 - $76.08 $66,308 - $81,709
-1,074 Reduced 1.39%
75,994 $4.93 Million
Q2 2024

Jul 12, 2024
SELL
$70.03 - $78.9 $84,386 - $95,074
-1,205 Reduced 1.54%
77,068 $5.68 Million
Q1 2024

Apr 10, 2024
SELL
$61.89 - $72.38 $44,498 - $52,041
-719 Reduced 0.91%
78,273 $5.66 Million
Q4 2023

Jan 11, 2024
SELL
$49.33 - $70.98 $6,018 - $8,659
-122 Reduced 0.15%
78,992 $5.43 Million
Q3 2023

Oct 06, 2023
SELL
$54.2 - $67.94 $24,661 - $30,912
-455 Reduced 0.57%
79,114 $4.34 Million
Q2 2023

Jul 12, 2023
BUY
$47.37 - $57.14 $146,373 - $176,562
3,090 Added 4.04%
79,569 $4.51 Million
Q1 2023

Apr 10, 2023
BUY
$51.91 - $85.6 $1,920 - $3,167
37 Added 0.05%
76,479 $4.01 Million
Q4 2022

Jan 18, 2023
SELL
$67.43 - $83.26 $251,918 - $311,059
-3,736 Reduced 4.66%
76,442 $0
Q3 2022

Oct 28, 2022
BUY
$21.16 - $74.92 $2,306 - $8,166
109 Added 0.14%
80,178 $5.76 Million
Q1 2022

May 02, 2022
SELL
$75.69 - $95.53 $368,685 - $465,326
-4,871 Reduced 5.73%
80,069 $6.75 Million
Q4 2021

Jan 24, 2022
BUY
$73.23 - $85.82 $36,688 - $42,995
501 Added 0.59%
84,940 $7.14 Million
Q3 2021

Oct 19, 2021
BUY
$66.68 - $77.38 $5.63 Million - $6.53 Million
84,439 New
84,439 $6.15 Million

Others Institutions Holding SCHW

# of Institutions
2,513
Shares Held
1.42B
Call Options Held
15.4M
Put Options Held
19.1M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $167B
  • 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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