A detailed history of Mount Capital LTD transactions in Schwab Charles Corp stock. As of the latest transaction made, Mount Capital LTD holds 556,678 shares of SCHW stock, worth $42.7 Million. This represents 12.77% of its overall portfolio holdings.

Number of Shares
556,678
Previous 455,208 22.29%
Holding current value
$42.7 Million
Previous $33.5 Million 7.55%
% of portfolio
12.77%
Previous 13.44%

Shares

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

Nov 13, 2024

BUY
$61.74 - $76.08 $6.26 Million - $7.72 Million
101,470 Added 22.29%
556,678 $36.1 Million
Q4 2023

Feb 13, 2024

BUY
$49.33 - $70.98 $1.97 Million - $2.84 Million
40,000 Added 9.63%
455,208 $31.3 Million
Q3 2023

Nov 14, 2023

BUY
$54.2 - $67.94 $3.75 Million - $4.69 Million
69,100 Added 19.96%
415,208 $22.8 Million
Q1 2023

May 12, 2023

BUY
$51.91 - $85.6 $991,480 - $1.63 Million
19,100 Added 5.84%
346,108 $18.1 Million
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $1.14 Million - $4.02 Million
53,700 Added 19.65%
327,008 $23.5 Million
Q1 2022

May 11, 2022

SELL
$75.69 - $95.53 $3.68 Million - $4.64 Million
-48,600 Reduced 15.1%
273,308 $23 Million
Q4 2021

Feb 10, 2022

BUY
$73.23 - $85.82 $23.6 Million - $27.6 Million
321,908 New
321,908 $27.1 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 $140B
  • 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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