A detailed history of Napatree Capital LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Napatree Capital LLC holds 8,725 shares of SCHW stock, worth $660,918. This represents 0.52% of its overall portfolio holdings.

Number of Shares
8,725
Previous 8,725 -0.0%
Holding current value
$660,918
Previous $643 Million -0.0%
% of portfolio
0.52%
Previous 0.52%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$70.03 - $78.9 $190,341 - $214,450
-2,718 Reduced 23.75%
8,725 $643 Million
Q1 2024

May 13, 2024

SELL
$61.89 - $72.38 $21,290 - $24,898
-344 Reduced 2.92%
11,443 $846 Million
Q4 2023

Mar 26, 2024

BUY
$49.33 - $70.98 $581,452 - $836,641
11,787 New
11,787 $811 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 $138B
  • 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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