A detailed history of Osterweis Capital Management Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Osterweis Capital Management Inc holds 20 shares of SCHW stock, worth $1,823. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Holding current value
$1,823
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

BUY
$71.24 - $83.64 $1,424 - $1,672
20 New
20 $1,000
Q1 2020

May 15, 2020

SELL
$28.43 - $49.0 $20.2 Million - $34.8 Million
-709,878 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$35.1 - $51.07 $8.14 Million - $11.8 Million
232,000 Added 48.55%
709,878 $33.8 Million
Q3 2019

Nov 14, 2019

BUY
$36.12 - $44.28 $17.3 Million - $21.2 Million
477,878 New
477,878 $20 Million

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 $166B
  • 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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