A detailed history of Sand Hill Global Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sand Hill Global Advisors, LLC holds 5,748 shares of SCHW stock, worth $429,605. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,748
Previous 5,748 -0.0%
Holding current value
$429,605
Previous $423,000 12.06%
% of portfolio
0.02%
Previous 0.02%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023

SELL
$47.37 - $57.14 $50,401 - $60,796
-1,064 Reduced 15.62%
5,748 $325,000
Q1 2023

May 12, 2023

BUY
$51.91 - $85.6 $51,910 - $85,600
1,000 Added 17.21%
6,812 $356,000
Q4 2022

Feb 10, 2023

BUY
$67.43 - $83.26 $4,315 - $5,328
64 Added 1.11%
5,812 $483,000
Q3 2022

Nov 14, 2022

SELL
$21.16 - $74.92 $13,098 - $46,375
-619 Reduced 9.72%
5,748 $413,000
Q2 2022

Aug 15, 2022

SELL
$59.99 - $83.83 $60,769 - $84,919
-1,013 Reduced 13.73%
6,367 $402,000
Q1 2022

May 13, 2022

BUY
$75.69 - $95.53 $78,112 - $98,586
1,032 Added 16.26%
7,380 $622,000
Q3 2021

Nov 15, 2021

SELL
$66.68 - $77.38 $16,603 - $19,267
-249 Reduced 3.77%
6,348 $462,000
Q2 2021

Aug 13, 2021

BUY
$63.69 - $76.01 $36,876 - $44,009
579 Added 9.62%
6,597 $480,000
Q4 2020

Feb 11, 2021

BUY
$36.75 - $53.04 $7,056 - $10,183
192 Added 3.3%
6,018 $319,000
Q3 2020

Nov 10, 2020

SELL
$33.02 - $36.28 $3,896 - $4,281
-118 Reduced 1.99%
5,826 $211,000
Q2 2020

Aug 13, 2020

SELL
$31.75 - $42.82 $2.79 Million - $3.76 Million
-87,894 Reduced 93.67%
5,944 $201,000
Q1 2020

May 14, 2020

BUY
$28.43 - $49.0 $138,937 - $239,463
4,887 Added 5.49%
93,838 $3.16 Million
Q4 2019

Feb 13, 2020

BUY
$35.1 - $51.07 $51,877 - $75,481
1,478 Added 1.69%
88,951 $4.23 Million
Q3 2019

Nov 14, 2019

SELL
$36.12 - $44.28 $38,287 - $46,936
-1,060 Reduced 1.2%
87,473 $3.66 Million
Q2 2019

Aug 13, 2019

BUY
$39.15 - $46.26 $11,862 - $14,016
303 Added 0.34%
88,533 $3.56 Million
Q1 2019

May 03, 2019

BUY
$40.72 - $47.98 $3,420 - $4,030
84 Added 0.1%
88,230 $3.77 Million
Q4 2018

Feb 14, 2019

BUY
$38.25 - $52.17 $8,223 - $11,216
215 Added 0.24%
88,146 $3.66 Million
Q3 2018

Nov 13, 2018

BUY
$49.15 - $54.22 $7,716 - $8,512
157 Added 0.18%
87,931 $4.32 Million
Q2 2018

Aug 10, 2018

BUY
$50.11 - $59.59 $3.75 Million - $4.46 Million
74,841 Added 578.68%
87,774 $4.49 Million
Q1 2018

May 10, 2018

SELL
$48.9 - $57.76 $5.99 Million - $7.08 Million
-122,555 Reduced 90.45%
12,933 $675,000
Q4 2017

Feb 13, 2018

SELL
$43.27 - $52.28 $307,649 - $371,710
-7,110 Reduced 4.99%
135,488 $6.96 Million
Q3 2017

Nov 14, 2017

BUY
$38.11 - $44.04 $5.43 Million - $6.28 Million
142,598
142,598 $6.24 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 $136B
  • 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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