A detailed history of Stifel Financial Corp transactions in Schwab Charles Corp stock. As of the latest transaction made, Stifel Financial Corp holds 846,497 shares of SCHW stock, worth $65 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
846,497
Previous 1,050,854 19.45%
Holding current value
$65 Million
Previous $77.4 Million 29.15%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Nov 14, 2024

SELL
$61.74 - $76.08 $12.6 Million - $15.5 Million
-204,357 Reduced 19.45%
846,497 $54.9 Million
Q2 2024

Aug 13, 2024

SELL
$70.03 - $78.9 $10.3 Million - $11.6 Million
-147,340 Reduced 12.3%
1,050,854 $77.4 Million
Q1 2024

May 13, 2024

SELL
$61.89 - $72.38 $4.41 Million - $5.16 Million
-71,244 Reduced 5.61%
1,198,194 $86.7 Million
Q4 2023

Feb 12, 2024

BUY
$49.33 - $70.98 $5.17 Million - $7.44 Million
104,749 Added 8.99%
1,269,438 $87.3 Million
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $3.6 Million - $4.51 Million
66,351 Added 6.04%
1,164,689 $63.9 Million
Q2 2023

Aug 14, 2023

SELL
$47.37 - $57.14 $4.09 Million - $4.94 Million
-86,424 Reduced 7.29%
1,098,338 $62.3 Million
Q1 2023

May 12, 2023

SELL
$51.91 - $85.6 $3.08 Million - $5.08 Million
-59,345 Reduced 4.77%
1,184,762 $62.1 Million
Q4 2022

Feb 13, 2023

SELL
$67.43 - $83.26 $3.18 Million - $3.92 Million
-47,094 Reduced 3.65%
1,244,107 $104 Million
Q3 2022

Nov 14, 2022

SELL
$21.16 - $74.92 $917,815 - $3.25 Million
-43,375 Reduced 3.25%
1,291,201 $92.8 Million
Q2 2022

Aug 15, 2022

SELL
$59.99 - $83.83 $6.92 Million - $9.68 Million
-115,425 Reduced 7.96%
1,334,576 $84.3 Million
Q1 2022

May 13, 2022

SELL
$75.69 - $95.53 $182,110 - $229,845
-2,406 Reduced 0.17%
1,450,001 $122 Million
Q4 2021

Feb 14, 2022

BUY
$73.23 - $85.82 $7.36 Million - $8.63 Million
100,539 Added 7.44%
1,452,407 $122 Million
Q3 2021

Nov 15, 2021

BUY
$66.68 - $77.38 $4.11 Million - $4.76 Million
61,566 Added 4.77%
1,351,868 $98.5 Million
Q2 2021

Aug 13, 2021

BUY
$63.69 - $76.01 $11.2 Million - $13.4 Million
175,799 Added 15.77%
1,290,302 $93.9 Million
Q1 2021

May 14, 2021

BUY
$51.54 - $67.65 $646,620 - $848,736
12,546 Added 1.14%
1,114,503 $72.6 Million
Q4 2020

Feb 12, 2021

BUY
$36.75 - $53.04 $1.73 Million - $2.5 Million
47,109 Added 4.47%
1,101,957 $58.4 Million
Q3 2020

Nov 16, 2020

SELL
$33.02 - $36.28 $258,546 - $284,072
-7,830 Reduced 0.74%
1,054,848 $38.2 Million
Q2 2020

Aug 14, 2020

SELL
$31.75 - $42.82 $4.85 Million - $6.54 Million
-152,653 Reduced 12.56%
1,062,678 $35.9 Million
Q1 2020

May 14, 2020

BUY
$28.43 - $49.0 $712,143 - $1.23 Million
25,049 Added 2.1%
1,215,331 $41 Million
Q4 2019

Feb 13, 2020

BUY
$35.1 - $51.07 $2.66 Million - $3.87 Million
75,803 Added 6.8%
1,190,282 $56.6 Million
Q3 2019

Nov 19, 2019

SELL
$36.12 - $44.28 $20,082 - $24,619
-556 Reduced 0.05%
1,114,479 $46.6 Million
Q3 2019

Nov 13, 2019

BUY
$36.12 - $44.28 $4.56 Million - $5.59 Million
126,264 Added 12.77%
1,115,035 $46.6 Million
Q2 2019

Aug 14, 2019

BUY
$39.15 - $46.26 $5.11 Million - $6.04 Million
130,573 Added 15.21%
988,771 $39.7 Million
Q1 2019

May 14, 2019

BUY
$40.72 - $47.98 $11.5 Million - $13.6 Million
282,501 Added 49.07%
858,198 $36.7 Million
Q4 2018

Feb 13, 2019

BUY
$38.25 - $52.17 $6.24 Million - $8.51 Million
163,118 Added 39.54%
575,697 $23.9 Million
Q3 2018

Nov 13, 2018

SELL
$49.15 - $54.22 $118,156 - $130,344
-2,404 Reduced 0.58%
412,579 $20.3 Million
Q2 2018

Aug 14, 2018

SELL
$50.11 - $59.59 $56,524 - $67,217
-1,128 Reduced 0.27%
414,983 $21.2 Million
Q1 2018

May 11, 2018

BUY
$48.9 - $57.76 $2.38 Million - $2.81 Million
48,619 Added 13.23%
416,111 $21.7 Million
Q4 2017

Feb 14, 2018

BUY
$43.27 - $52.28 $663,718 - $801,922
15,339 Added 4.36%
367,492 $18.8 Million
Q3 2017

Nov 13, 2017

BUY
$38.11 - $44.04 $13.4 Million - $15.5 Million
352,153
352,153 $0

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 $140B
  • 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
Track This Portfolio

Track Stifel Financial Corp Portfolio

Follow Stifel Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.