A detailed history of Stockman Wealth Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 3,146 shares of SCHW stock, worth $235,037. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,146
Previous 3,161 0.47%
Holding current value
$235,037
Previous $232,000 12.5%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 04, 2024

SELL
$61.74 - $76.08 $926 - $1,141
-15 Reduced 0.47%
3,146 $203,000
Q2 2024

Jul 31, 2024

SELL
$70.03 - $78.9 $35,015 - $39,450
-500 Reduced 13.66%
3,161 $232,000
Q1 2024

Apr 17, 2024

BUY
$61.89 - $72.38 $928 - $1,085
15 Added 0.41%
3,661 $264,000
Q4 2023

Feb 01, 2024

SELL
$49.33 - $70.98 $2,417 - $3,478
-49 Reduced 1.33%
3,646 $250,000
Q3 2023

Oct 31, 2023

SELL
$54.2 - $67.94 $112,573 - $141,111
-2,077 Reduced 35.98%
3,695 $202,000
Q2 2023

Aug 02, 2023

SELL
$47.37 - $57.14 $1,800 - $2,171
-38 Reduced 0.65%
5,772 $327,000
Q1 2023

May 04, 2023

BUY
$51.91 - $85.6 $136,315 - $224,785
2,626 Added 82.47%
5,810 $304,000
Q3 2022

Nov 07, 2022

SELL
$21.16 - $74.92 $3,004 - $10,638
-142 Reduced 4.27%
3,184 $229,000
Q2 2022

Jul 28, 2022

SELL
$59.99 - $83.83 $3.61 Million - $5.04 Million
-60,138 Reduced 94.76%
3,326 $210,000
Q1 2022

May 05, 2022

SELL
$75.69 - $95.53 $211,780 - $267,292
-2,798 Reduced 4.22%
63,464 $5.35 Million
Q4 2021

Feb 08, 2022

SELL
$73.23 - $85.82 $271,463 - $318,134
-3,707 Reduced 5.3%
66,262 $5.57 Million
Q3 2021

Nov 02, 2021

BUY
$66.68 - $77.38 $30,006 - $34,821
450 Added 0.65%
69,969 $5.1 Million
Q2 2021

Aug 12, 2021

SELL
$63.69 - $76.01 $95,471 - $113,938
-1,499 Reduced 2.11%
69,519 $5.06 Million
Q1 2021

May 05, 2021

SELL
$51.54 - $67.65 $229,610 - $301,380
-4,455 Reduced 5.9%
71,018 $4.63 Million
Q4 2020

Feb 08, 2021

SELL
$36.75 - $53.04 $122,487 - $176,782
-3,333 Reduced 4.23%
75,473 $4 Million
Q3 2020

Nov 06, 2020

BUY
$33.02 - $36.28 $163,581 - $179,731
4,954 Added 6.71%
78,806 $2.86 Million
Q2 2020

Aug 11, 2020

BUY
$31.75 - $42.82 $156,178 - $210,631
4,919 Added 7.14%
73,852 $2.49 Million
Q1 2020

May 06, 2020

BUY
$28.43 - $49.0 $136,577 - $235,396
4,804 Added 7.49%
68,933 $2.32 Million
Q4 2019

Feb 07, 2020

SELL
$35.1 - $51.07 $46,507 - $67,667
-1,325 Reduced 2.02%
64,129 $3.05 Million
Q3 2019

Nov 12, 2019

BUY
$36.12 - $44.28 $260,605 - $319,480
7,215 Added 12.39%
65,454 $2.74 Million
Q2 2019

Aug 08, 2019

BUY
$39.15 - $46.26 $2.28 Million - $2.69 Million
58,239 New
58,239 $2.34 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
Track This Portfolio

Track Stockman Wealth Management, Inc. Portfolio

Follow Stockman Wealth Management, Inc. 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 Stockman Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stockman Wealth Management, Inc. with notifications on news.