A detailed history of Martin Capital Advisors, LLP transactions in Schwab Charles Corp stock. As of the latest transaction made, Martin Capital Advisors, LLP holds 28,200 shares of SCHW stock, worth $2.33 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
28,200
Previous 28,300 0.35%
Holding current value
$2.33 Million
Previous $2.09 Million 12.37%
% of portfolio
1.3%
Previous 1.56%

Shares

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

Oct 11, 2024

SELL
$61.74 - $76.08 $6,174 - $7,608
-100 Reduced 0.35%
28,200 $1.83 Million
Q4 2023

Jan 31, 2024

SELL
$49.33 - $70.98 $8,287 - $11,924
-168 Reduced 0.59%
28,300 $1.95 Million
Q3 2023

Oct 16, 2023

BUY
$54.2 - $67.94 $59,891 - $75,073
1,105 Added 4.04%
28,468 $1.56 Million
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $17,953 - $21,656
379 Added 1.4%
27,363 $1.55 Million
Q1 2023

May 01, 2023

SELL
$51.91 - $85.6 $46,719 - $77,040
-900 Reduced 3.23%
26,984 $1.41 Million
Q4 2022

Feb 13, 2023

BUY
$67.43 - $83.26 $381,856 - $471,501
5,663 Added 25.48%
27,884 $2.32 Million
Q3 2022

Oct 12, 2022

SELL
$21.16 - $74.92 $214,245 - $758,565
-10,125 Reduced 31.3%
22,221 $1.6 Million
Q4 2021

Feb 08, 2022

BUY
$73.23 - $85.82 $2.37 Million - $2.78 Million
32,346 New
32,346 $2.72 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 $150B
  • 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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