A detailed history of O'Neil Global Advisors, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, O'Neil Global Advisors, Inc. holds 30,664 shares of SCHW stock, worth $2.92 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
30,664
Holding current value
$2.92 Million
% of portfolio
0.64%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

BUY
$69.06 - $91.24 $2.12 Million - $2.8 Million
30,664 New
30,664 $2.8 Million
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $391,094 - $482,908
5,800 New
5,800 $483,000

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 $173B
  • 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 O'Neil Global Advisors, Inc. Portfolio

Follow O'Neil Global Advisors, Inc. 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 O'Neil Global Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on O'Neil Global Advisors, Inc. with notifications on news.