A detailed history of Sanders Morris Harris LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sanders Morris Harris LLC holds 4,000 shares of SCHW stock, worth $330,400. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,000 -0.0%
Holding current value
$330,400
Previous $294,000 11.9%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 13, 2023

BUY
$54.2 - $67.94 $216,800 - $271,760
4,000 New
4,000 $219,000
Q2 2023

Jul 10, 2023

BUY
$47.37 - $57.14 $189,480 - $228,560
4,000 New
4,000 $226,000
Q4 2020

Jan 26, 2021

BUY
$36.75 - $53.04 $147,000 - $212,160
4,000 New
4,000 $238,000
Q2 2020

Jul 09, 2020

SELL
$31.75 - $42.82 $695,325 - $937,758
-21,900 Closed
0 $0
Q2 2019

Jul 10, 2019

BUY
$39.15 - $46.26 $857,385 - $1.01 Million
21,900 New
21,900 $887,000

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 $150B
  • 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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