A detailed history of Sweeney & Michel, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sweeney & Michel, LLC holds 5,199 shares of SCHW stock, worth $338,662. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,199
Previous 4,691 10.83%
Holding current value
$338,662
Previous $362 Million 7.19%
% of portfolio
0.17%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

BUY
$70.03 - $78.9 $35,575 - $40,081
508 Added 10.83%
5,199 $388 Million
Q1 2024

May 15, 2024

SELL
$61.89 - $72.38 $114,929 - $134,409
-1,857 Reduced 28.36%
4,691 $362 Million
Q3 2023

Nov 09, 2023

SELL
$54.2 - $67.94 $15,555 - $19,498
-287 Reduced 4.2%
6,548 $359 Million
Q1 2023

Jun 07, 2023

BUY
$51.91 - $85.6 $354,804 - $585,076
6,835 New
6,835 $373 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 $118B
  • 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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