A detailed history of Morton Community Bank transactions in Schwab Charles Corp stock. As of the latest transaction made, Morton Community Bank holds 8,632 shares of SCHW stock, worth $697,465. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,632
Previous 10,867 20.57%
Holding current value
$697,465
Previous $801 Million 30.14%
% of portfolio
0.15%
Previous 0.23%

Shares

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

Nov 14, 2024

SELL
$61.74 - $76.08 $137,988 - $170,038
-2,235 Reduced 20.57%
8,632 $559 Million
Q2 2024

Aug 06, 2024

SELL
$70.03 - $78.9 $2.32 Million - $2.61 Million
-33,083 Reduced 75.27%
10,867 $801 Million
Q1 2024

May 02, 2024

BUY
$61.89 - $72.38 $54,772 - $64,056
885 Added 2.06%
43,950 $3.18 Billion
Q4 2023

Feb 13, 2024

BUY
$49.33 - $70.98 $2.12 Million - $3.06 Million
43,065 New
43,065 $2.96 Billion

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 $147B
  • 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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