A detailed history of Sky Investment Group LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sky Investment Group LLC holds 5,145 shares of SCHW stock, worth $418,082. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,145
Previous 5,085 1.18%
Holding current value
$418,082
Previous $374,000 10.96%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$61.74 - $76.08 $3,704 - $4,564
60 Added 1.18%
5,145 $333,000
Q2 2024

Jul 16, 2024

BUY
$70.03 - $78.9 $35,015 - $39,450
500 Added 10.91%
5,085 $374,000
Q1 2024

Apr 23, 2024

BUY
$61.89 - $72.38 $76,743 - $89,751
1,240 Added 37.07%
4,585 $331,000
Q4 2023

Jan 24, 2024

BUY
$49.33 - $70.98 $165,008 - $237,428
3,345 New
3,345 $230,000

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 $148B
  • 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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