A detailed history of Rosenberg Matthew Hamilton transactions in Schwab Charles Corp stock. As of the latest transaction made, Rosenberg Matthew Hamilton holds 5,428 shares of SCHW stock, worth $385,062. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,428
Previous 5,332 1.8%
Holding current value
$385,062
Previous $392,000 10.46%
% of portfolio
0.09%
Previous 0.12%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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
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