A detailed history of Sather Financial Group Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Sather Financial Group Inc holds 2,646 shares of SCHW stock, worth $250,099. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,646
Previous 2,219 19.24%
Holding current value
$250,099
Previous $202,000 24.75%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

BUY
$91.03 - $98.69 $38,869 - $42,140
427 Added 19.24%
2,646 $252,000
Q2 2025

Jul 25, 2025

BUY
$69.06 - $91.24 $153,244 - $202,461
2,219 New
2,219 $202,000

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 $172B
  • 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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