A detailed history of Pine Haven Investment Counsel, Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Pine Haven Investment Counsel, Inc holds 42,309 shares of SCHW stock, worth $3.46 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
42,309
Previous 42,536 0.53%
Holding current value
$3.46 Million
Previous $2.76 Million 13.61%
% of portfolio
2.61%
Previous 2.25%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

SELL
$63.31 - $82.85 $14,371 - $18,806
-227 Reduced 0.53%
42,309 $3.13 Million
Q3 2024

Oct 09, 2024

SELL
$61.74 - $76.08 $5,556 - $6,847
-90 Reduced 0.21%
42,536 $2.76 Million
Q2 2024

Jul 12, 2024

BUY
$70.03 - $78.9 $7,983 - $8,994
114 Added 0.27%
42,626 $3.14 Million
Q1 2024

Apr 25, 2024

SELL
$61.89 - $72.38 $3,094 - $3,619
-50 Reduced 0.12%
42,512 $3.08 Million
Q4 2023

Jan 22, 2024

BUY
$49.33 - $70.98 $7,399 - $10,647
150 Added 0.35%
42,562 $2.93 Million
Q3 2023

Nov 03, 2023

SELL
$54.2 - $67.94 $13,116 - $16,441
-242 Reduced 0.57%
42,412 $2.33 Million
Q2 2023

Aug 02, 2023

SELL
$47.37 - $57.14 $25,342 - $30,569
-535 Reduced 1.24%
42,654 $2.42 Million
Q1 2023

May 01, 2023

BUY
$51.91 - $85.6 $154,691 - $255,087
2,980 Added 7.41%
43,189 $2.26 Million
Q4 2022

Jan 17, 2023

BUY
$67.43 - $83.26 $14,902 - $18,400
221 Added 0.55%
40,209 $0
Q3 2022

Nov 07, 2022

BUY
$21.16 - $74.92 $21 - $74
1 Added 0.0%
39,988 $2.87 Million
Q2 2022

Aug 10, 2022

BUY
$59.99 - $83.83 $8,398 - $11,736
140 Added 0.35%
39,987 $2.53 Million
Q1 2022

May 09, 2022

BUY
$75.69 - $95.53 $75 - $95
1 Added 0.0%
39,847 $3.36 Million
Q4 2021

Feb 09, 2022

BUY
$73.23 - $85.82 $2.92 Million - $3.42 Million
39,846 New
39,846 $3.35 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 $149B
  • 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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