Rosenberg Matthew Hamilton Schwab Charles Corp Transaction History

Rosenberg Matthew Hamilton

  • $426 Million
  • Q2 2025

A detailed history of Rosenberg Matthew Hamilton transactions in Schwab Charles Corp stock. As of the latest transaction made, Rosenberg Matthew Hamilton holds 5,618 shares of SCHW stock, worth $543,316. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,618
Previous 5,403 3.98%
Holding current value
$543,316
Previous $422,000 21.33%
% of portfolio
0.12%
Previous 0.11%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$69.06 - $91.24 $14,847 - $19,616
215 Added 3.98%
5,618 $512,000
Q4 2024

Jan 13, 2025
SELL
$63.31 - $82.85 $1,582 - $2,071
-25 Reduced 0.46%
5,403 $399,000
Q3 2024

Oct 28, 2024
BUY
$61.74 - $76.08 $5,927 - $7,303
96 Added 1.8%
5,428 $351,000
Q2 2024

Jul 26, 2024
SELL
$70.03 - $78.9 $6,722 - $7,574
-96 Reduced 1.77%
5,332 $392,000
Q1 2024

Apr 19, 2024
SELL
$61.89 - $72.38 $15,781 - $18,456
-255 Reduced 4.49%
5,428 $392,000
Q4 2023

Jan 12, 2024
SELL
$49.33 - $70.98 $2,269 - $3,265
-46 Reduced 0.8%
5,683 $390,000
Q3 2023

Oct 11, 2023
SELL
$54.2 - $67.94 $8,563 - $10,734
-158 Reduced 2.68%
5,729 $314,000
Q2 2023

Jul 26, 2023
SELL
$47.37 - $57.14 $19,279 - $23,255
-407 Reduced 6.47%
5,887 $333,000
Q1 2023

Apr 17, 2023
BUY
$51.91 - $85.6 $2,595 - $4,280
50 Added 0.8%
6,294 $329,000
Q3 2022

Oct 21, 2022
BUY
$21.16 - $74.92 $5,882 - $20,827
278 Added 4.66%
6,244 $449,000
Q2 2022

Jul 15, 2022
BUY
$59.99 - $83.83 $20,096 - $28,083
335 Added 5.95%
5,966 $381,000
Q1 2022

Apr 14, 2022
BUY
$75.69 - $95.53 $59,492 - $75,086
786 Added 16.22%
5,631 $475,000
Q4 2021

Jan 20, 2022
SELL
$73.23 - $85.82 $3,954 - $4,634
-54 Reduced 1.1%
4,845 $407,000
Q3 2021

Oct 12, 2021
BUY
$66.68 - $77.38 $11,535 - $13,386
173 Added 3.66%
4,899 $357,000
Q2 2021

Jul 26, 2021
BUY
$63.69 - $76.01 $9,553 - $11,401
150 Added 3.28%
4,726 $344,000
Q1 2021

Apr 30, 2021
BUY
$51.54 - $67.65 $51 - $67
1 Added 0.02%
4,576 $298,000
Q4 2020

Feb 03, 2021
BUY
$36.75 - $53.04 $153,431 - $221,442
4,175 Added 1043.75%
4,575 $243,000
Q3 2020

Oct 16, 2020
SELL
$33.02 - $36.28 $49,959 - $54,891
-1,513 Reduced 79.09%
400 $15,000
Q1 2020

May 14, 2020
BUY
$28.43 - $49.0 $54,386 - $93,737
1,913 New
1,913 $65,000

Others Institutions Holding SCHW

# of Institutions
2,383
Shares Held
1.47B
Call Options Held
17.1M
Put Options Held
19.8M
View Full List

About SCHWAB CHARLES CORP

SCHW Quotes by TradingView
  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $176B
  • 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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