A detailed history of Means Investment Co., Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Means Investment Co., Inc. holds 90,138 shares of SCHW stock, worth $6.6 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
90,138
Previous 71,872 25.41%
Holding current value
$6.6 Million
Previous $4.94 Million 31.88%
% of portfolio
0.84%
Previous 0.71%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$61.89 - $72.38 $1.13 Million - $1.32 Million
18,266 Added 25.41%
90,138 $6.52 Million
Q4 2023

Jan 25, 2024

BUY
$49.33 - $70.98 $755,439 - $1.09 Million
15,314 Added 27.08%
71,872 $4.94 Million
Q3 2023

Oct 25, 2023

BUY
$54.2 - $67.94 $557,284 - $698,559
10,282 Added 22.22%
56,558 $3.11 Million
Q2 2023

Jul 31, 2023

BUY
$47.37 - $57.14 $906,898 - $1.09 Million
19,145 Added 70.57%
46,276 $2.62 Million
Q1 2023

May 08, 2023

BUY
$51.91 - $85.6 $1.41 Million - $2.32 Million
27,131 New
27,131 $1.42 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 $133B
  • 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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