A detailed history of Oder Investment Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Oder Investment Management, LLC holds 12,003 shares of SCHW stock, worth $991,447. This represents 0.68% of its overall portfolio holdings.

Number of Shares
12,003
Previous 12,160 1.29%
Holding current value
$991,447
Previous $896,000 13.28%
% of portfolio
0.68%
Previous 0.82%

Shares

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

Nov 12, 2024

SELL
$61.74 - $76.08 $9,693 - $11,944
-157 Reduced 1.29%
12,003 $777,000
Q2 2024

Aug 08, 2024

SELL
$70.03 - $78.9 $157,217 - $177,130
-2,245 Reduced 15.58%
12,160 $896,000
Q1 2024

May 10, 2024

BUY
$61.89 - $72.38 $96,486 - $112,840
1,559 Added 12.14%
14,405 $1.04 Million
Q4 2023

Feb 05, 2024

SELL
$49.33 - $70.98 $246 - $354
-5 Reduced 0.04%
12,846 $883,000
Q3 2023

Nov 07, 2023

BUY
$54.2 - $67.94 $11,544 - $14,471
213 Added 1.69%
12,851 $705,000
Q2 2023

Aug 09, 2023

BUY
$47.37 - $57.14 $5,305 - $6,399
112 Added 0.89%
12,638 $716,000
Q1 2023

May 11, 2023

BUY
$51.91 - $85.6 $650,224 - $1.07 Million
12,526 New
12,526 $656,000
Q1 2021

May 10, 2021

SELL
$51.54 - $67.65 $103 - $135
-2 Closed
0 $0
Q4 2020

Feb 11, 2021

BUY
$36.75 - $53.04 $73 - $106
2 New
2 $0

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 $150B
  • 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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