A detailed history of Mesirow Financial Investment Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Mesirow Financial Investment Management, Inc. holds 138,813 shares of SCHW stock, worth $11.5 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
138,813
Previous 138,325 0.35%
Holding current value
$11.5 Million
Previous $10.2 Million 11.74%
% of portfolio
0.18%
Previous 0.24%

Shares

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

Nov 01, 2024

BUY
$61.74 - $76.08 $30,129 - $37,127
488 Added 0.35%
138,813 $9 Million
Q2 2024

Aug 09, 2024

BUY
$70.03 - $78.9 $9.69 Million - $10.9 Million
138,325 New
138,325 $10.2 Million
Q1 2024

Apr 25, 2024

BUY
$61.89 - $72.38 $8.55 Million - $10 Million
138,168 New
138,168 $10 Million
Q4 2023

Feb 13, 2024

BUY
$49.33 - $70.98 $6.48 Million - $9.32 Million
131,343 New
131,343 $9.04 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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