A detailed history of Obermeyer Wood Investment Counsel, Lllp transactions in Schwab Charles Corp stock. As of the latest transaction made, Obermeyer Wood Investment Counsel, Lllp holds 5,111 shares of SCHW stock, worth $381,996. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,111
Previous 5,111 -0.0%
Holding current value
$381,996
Previous $376,000 11.97%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 31, 2024

BUY
$70.03 - $78.9 $9,734 - $10,967
139 Added 2.8%
5,111 $376,000
Q1 2024

May 06, 2024

BUY
$61.89 - $72.38 $13,863 - $16,213
224 Added 4.72%
4,972 $359,000
Q1 2023

May 09, 2023

SELL
$51.91 - $85.6 $15,469 - $25,508
-298 Reduced 5.91%
4,748 $248,000
Q4 2021

Jan 31, 2022

BUY
$73.23 - $85.82 $5,492 - $6,436
75 Added 1.51%
5,046 $424,000
Q2 2021

Jul 29, 2021

SELL
$63.69 - $76.01 $115,469 - $137,806
-1,813 Reduced 26.72%
4,971 $362,000
Q1 2021

May 10, 2021

BUY
$51.54 - $67.65 $349,647 - $458,937
6,784 New
6,784 $442,000

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 Obermeyer Wood Investment Counsel, Lllp Portfolio

Follow Obermeyer Wood Investment Counsel, Lllp 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 Obermeyer Wood Investment Counsel, Lllp, based on Form 13F filings with the SEC.

News

Stay updated on Obermeyer Wood Investment Counsel, Lllp with notifications on news.