A detailed history of Provident Investment Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Provident Investment Management, Inc. holds 643,223 shares of SCHW stock, worth $45.6 Million. This represents 4.56% of its overall portfolio holdings.

Number of Shares
643,223
Previous 655,925 1.94%
Holding current value
$45.6 Million
Previous $47.4 Million 0.11%
% of portfolio
4.56%
Previous 4.45%

Shares

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

Aug 07, 2024

SELL
$70.03 - $78.9 $889,521 - $1 Million
-12,702 Reduced 1.94%
643,223 $47.4 Million
Q1 2024

May 14, 2024

SELL
$61.89 - $72.38 $28,469 - $33,294
-460 Reduced 0.07%
655,925 $47.4 Million
Q4 2023

Feb 12, 2024

SELL
$49.33 - $70.98 $50,612 - $72,825
-1,026 Reduced 0.16%
656,385 $45.2 Million
Q3 2023

Nov 14, 2023

SELL
$54.2 - $67.94 $1.53 Million - $1.91 Million
-28,184 Reduced 4.11%
657,411 $36.1 Million
Q2 2023

Aug 09, 2023

BUY
$47.37 - $57.14 $601,362 - $725,392
12,695 Added 1.89%
685,595 $38.9 Million
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $7.78 Million - $12.8 Million
149,938 Added 28.67%
672,900 $35.2 Million
Q4 2022

Feb 13, 2023

BUY
$67.43 - $83.26 $35.3 Million - $43.5 Million
522,962 New
522,962 $43.5 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 $129B
  • 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 Provident Investment Management, Inc. Portfolio

Follow Provident Investment Management, Inc. 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 Provident Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Provident Investment Management, Inc. with notifications on news.