Neuberger Berman Group LLC Schwab Charles Corp Transaction History

Neuberger Berman Group LLC

  • $114 Billion
  • Q1 2025

A detailed history of Neuberger Berman Group LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Neuberger Berman Group LLC holds 2,856,294 shares of SCHW stock, worth $276 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,856,294
Previous 1,705,237 67.5%
Holding current value
$276 Million
Previous $126 Million 77.17%
% of portfolio
0.2%
Previous 0.1%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$71.24 - $83.64 $82 Million - $96.3 Million
1,151,057 Added 67.5%
2,856,294 $224 Million
Q4 2024

Feb 13, 2025
BUY
$63.31 - $82.85 $87.6 Million - $115 Million
1,384,098 Added 431.0%
1,705,237 $126 Million
Q3 2024

Nov 14, 2024
SELL
$61.74 - $76.08 $652,715 - $804,317
-10,572 Reduced 3.19%
321,139 $20.8 Million
Q2 2024

Nov 14, 2024
SELL
$70.03 - $78.9 $12.2 Million - $13.8 Million
-174,530 Reduced 34.48%
331,711 $24.4 Million
Q2 2024

Aug 13, 2024
SELL
$70.03 - $78.9 $12.2 Million - $13.8 Million
-174,530 Reduced 34.48%
331,711 $24.4 Million
Q1 2024

Nov 14, 2024
SELL
$61.89 - $72.38 $4.41 Million - $5.16 Million
-71,246 Reduced 12.34%
506,241 $36.6 Million
Q1 2024

May 13, 2024
BUY
$61.89 - $72.38 $31.3 Million - $36.6 Million
506,241 New
506,241 $36.6 Million
Q4 2023

Nov 14, 2024
BUY
$49.33 - $70.98 $12.1 Million - $17.4 Million
245,776 Added 74.09%
577,487 $39.7 Million
Q4 2023

Feb 09, 2024
SELL
$49.33 - $70.98 $896,276 - $1.29 Million
-18,169 Reduced 3.05%
577,487 $39.7 Million
Q3 2023

Nov 14, 2023
BUY
$54.2 - $67.94 $77,018 - $96,542
1,421 Added 0.24%
595,656 $32.7 Million
Q2 2023

Aug 11, 2023
BUY
$47.37 - $57.14 $3.5 Million - $4.22 Million
73,860 Added 14.19%
594,235 $33.7 Million
Q1 2023

May 12, 2023
SELL
$51.91 - $85.6 $7.58 Million - $12.5 Million
-145,961 Reduced 21.91%
520,375 $27.3 Million
Q4 2022

Feb 13, 2023
SELL
$67.43 - $83.26 $10.1 Million - $12.5 Million
-150,069 Reduced 18.38%
666,336 $55.5 Million
Q3 2022

Nov 15, 2022
SELL
$21.16 - $74.92 $287,733 - $1.02 Million
-13,598 Reduced 1.64%
816,405 $58.7 Million
Q2 2022

Aug 15, 2022
SELL
$59.99 - $83.83 $50.9 Million - $71.1 Million
-848,284 Reduced 50.54%
830,003 $52.5 Million
Q1 2022

May 13, 2022
BUY
$75.69 - $95.53 $4.56 Million - $5.75 Million
60,234 Added 3.72%
1,678,287 $140 Million
Q4 2021

Feb 11, 2022
BUY
$73.23 - $85.82 $5.35 Million - $6.27 Million
73,060 Added 4.73%
1,618,053 $135 Million
Q3 2021

Nov 12, 2021
BUY
$66.68 - $77.38 $6.29 Million - $7.3 Million
94,350 Added 6.5%
1,544,993 $112 Million
Q2 2021

Aug 13, 2021
SELL
$63.69 - $76.01 $5.42 Million - $6.47 Million
-85,073 Reduced 5.54%
1,450,643 $105 Million
Q1 2021

May 13, 2021
BUY
$51.54 - $67.65 $19.3 Million - $25.4 Million
374,784 Added 32.28%
1,535,716 $99.8 Million
Q4 2020

Feb 10, 2021
BUY
$36.75 - $53.04 $3.55 Million - $5.13 Million
96,637 Added 9.08%
1,160,932 $61.5 Million
Q3 2020

Nov 12, 2020
SELL
$33.02 - $36.28 $1.55 Million - $1.7 Million
-46,852 Reduced 4.22%
1,064,295 $38.6 Million
Q2 2020

Aug 13, 2020
SELL
$31.75 - $42.82 $3.58 Million - $4.83 Million
-112,862 Reduced 9.22%
1,111,147 $37.5 Million
Q1 2020

May 14, 2020
SELL
$28.43 - $49.0 $12.4 Million - $21.4 Million
-436,977 Reduced 26.31%
1,224,009 $41.2 Million
Q4 2019

Feb 12, 2020
SELL
$35.1 - $51.07 $8.71 Million - $12.7 Million
-248,265 Reduced 13.0%
1,660,986 $79 Million
Q3 2019

Nov 13, 2019
SELL
$36.12 - $44.28 $9.49 Million - $11.6 Million
-262,823 Reduced 12.1%
1,909,251 $79.9 Million
Q2 2019

Aug 13, 2019
SELL
$39.15 - $46.26 $18.8 Million - $22.2 Million
-479,002 Reduced 18.07%
2,172,074 $87.3 Million
Q1 2019

May 13, 2019
SELL
$40.72 - $47.98 $1.12 Million - $1.32 Million
-27,527 Reduced 1.03%
2,651,076 $113 Million
Q4 2018

Feb 12, 2019
SELL
$38.25 - $52.17 $2.11 Million - $2.88 Million
-55,242 Reduced 2.02%
2,678,603 $111 Million
Q3 2018

Nov 13, 2018
BUY
$49.15 - $54.22 $3.34 Million - $3.68 Million
67,913 Added 2.55%
2,733,845 $134 Million
Q2 2018

Aug 13, 2018
SELL
$50.11 - $59.59 $7.2 Million - $8.56 Million
-143,701 Reduced 5.11%
2,665,932 $136 Million
Q1 2018

May 08, 2018
SELL
$48.9 - $57.76 $7.14 Million - $8.44 Million
-146,076 Reduced 4.94%
2,809,633 $147 Million
Q4 2017

Feb 14, 2018
SELL
$43.27 - $52.28 $7.14 Million - $8.62 Million
-164,960 Reduced 5.29%
2,955,709 $152 Million
Q3 2017

Nov 15, 2017
BUY
$38.11 - $44.04 $119 Million - $137 Million
3,120,669
3,120,669 $136 Million

Others Institutions Holding SCHW

# of Institutions
2,383
Shares Held
1.47B
Call Options Held
17.1M
Put Options Held
19.8M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $176B
  • 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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