A detailed history of O'Rourke & Company, Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, O'Rourke & Company, Inc holds 13,243 shares of SCHW stock, worth $969,387. This represents 0.56% of its overall portfolio holdings.

Number of Shares
13,243
Previous 12,225 8.33%
Holding current value
$969,387
Previous $841,000 13.91%
% of portfolio
0.56%
Previous 0.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$61.89 - $72.38 $63,004 - $73,682
1,018 Added 8.33%
13,243 $958,000
Q4 2023

Jan 24, 2024

BUY
$49.33 - $70.98 $128,060 - $184,264
2,596 Added 26.96%
12,225 $841,000
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $73,928 - $92,670
1,364 Added 16.5%
9,629 $529,000
Q2 2023

Jul 25, 2023

BUY
$47.37 - $57.14 $391,513 - $472,262
8,265 New
8,265 $468,000

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 $133B
  • 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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