A detailed history of Rowland & CO Investment Counsel transactions in Schwab Charles Corp stock. As of the latest transaction made, Rowland & CO Investment Counsel holds 1,835 shares of SCHW stock, worth $116,871. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,835
Previous 2,385 23.06%
Holding current value
$116,871
Previous $172,000 21.51%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jul 29, 2024

SELL
$70.03 - $78.9 $38,516 - $43,395
-550 Reduced 23.06%
1,835 $135,000
Q1 2024

Apr 08, 2024

SELL
$61.89 - $72.38 $6,189 - $7,238
-100 Reduced 4.02%
2,385 $172,000
Q3 2023

Oct 26, 2023

BUY
$54.2 - $67.94 $134,687 - $168,830
2,485 New
2,485 $136,000

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 $116B
  • 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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