A detailed history of Neumann Capital Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Neumann Capital Management, LLC holds 15,050 shares of SCHW stock, worth $1.13 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
15,050
Previous 14,943 0.72%
Holding current value
$1.13 Million
Previous $1.1 Million 11.44%
% of portfolio
0.33%
Previous 0.38%

Shares

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

Nov 06, 2024

BUY
$61.74 - $76.08 $6,606 - $8,140
107 Added 0.72%
15,050 $975,000
Q1 2024

May 08, 2024

BUY
$61.89 - $72.38 $5,755 - $6,731
93 Added 0.63%
14,943 $1.08 Million
Q4 2023

Feb 07, 2024

BUY
$49.33 - $70.98 $739 - $1,064
15 Added 0.1%
14,850 $1.02 Million
Q1 2023

May 02, 2023

SELL
$51.91 - $85.6 $9,551 - $15,750
-184 Reduced 1.23%
14,835 $777,000
Q4 2022

Feb 06, 2023

SELL
$67.43 - $83.26 $19,824 - $24,478
-294 Reduced 1.92%
15,019 $1.25 Million
Q3 2022

Nov 14, 2022

SELL
$21.16 - $74.92 $20,102 - $71,174
-950 Reduced 5.84%
15,313 $1.1 Million
Q1 2022

May 09, 2022

SELL
$75.69 - $95.53 $35,649 - $44,994
-471 Reduced 2.81%
16,263 $1.37 Million
Q4 2021

Feb 03, 2022

SELL
$73.23 - $85.82 $44,597 - $52,264
-609 Reduced 3.51%
16,734 $1.41 Million
Q1 2021

May 13, 2021

SELL
$51.54 - $67.65 $10,308 - $13,530
-200 Reduced 1.14%
17,343 $1.13 Million
Q4 2020

Feb 04, 2021

SELL
$36.75 - $53.04 $8,856 - $12,782
-241 Reduced 1.36%
17,543 $931,000
Q1 2020

May 13, 2020

BUY
$28.43 - $49.0 $25,899 - $44,639
911 Added 5.4%
17,784 $598,000
Q3 2019

Oct 28, 2019

SELL
$36.12 - $44.28 $8,596 - $10,538
-238 Reduced 1.39%
16,873 $706,000
Q1 2019

May 09, 2019

SELL
$40.72 - $47.98 $9,365 - $11,035
-230 Reduced 1.33%
17,111 $732,000
Q4 2018

Jan 30, 2019

SELL
$38.25 - $52.17 $20,655 - $28,171
-540 Reduced 3.02%
17,341 $720,000
Q3 2018

Nov 01, 2018

SELL
$49.15 - $54.22 $29,490 - $32,532
-600 Reduced 3.25%
17,881 $879,000
Q2 2018

Aug 10, 2018

SELL
$50.11 - $59.59 $4,710 - $5,601
-94 Reduced 0.51%
18,481 $944,000
Q1 2018

May 09, 2018

SELL
$48.9 - $57.76 $8,802 - $10,396
-180 Reduced 0.96%
18,575 $970,000
Q4 2017

Feb 05, 2018

SELL
$43.27 - $52.28 $865 - $1,045
-20 Reduced 0.11%
18,755 $963,000
Q3 2017

Nov 14, 2017

SELL
$38.11 - $44.04 $6,097 - $7,046
-160 Reduced 0.84%
18,775 $821,000
Q2 2017

Aug 07, 2017

BUY
N/A
18,935
18,935 $813,000

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 $136B
  • 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
Track This Portfolio

Track Neumann Capital Management, LLC Portfolio

Follow Neumann Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Neumann Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Neumann Capital Management, LLC with notifications on news.