A detailed history of Telos Capital Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Telos Capital Management, Inc. holds 18,240 shares of SCHW stock, worth $1.35 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
18,240
Previous 19,196 4.98%
Holding current value
$1.35 Million
Previous $1.32 Million 0.08%
% of portfolio
0.15%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

SELL
$61.89 - $72.38 $59,166 - $69,195
-956 Reduced 4.98%
18,240 $1.32 Million
Q4 2023

Jan 30, 2024

BUY
$49.33 - $70.98 $946,938 - $1.36 Million
19,196 New
19,196 $1.32 Million
Q2 2023

Jul 20, 2023

BUY
$47.37 - $57.14 $168,305 - $203,018
3,553 New
3,553 $201,000
Q4 2022

Jan 27, 2023

BUY
$67.43 - $83.26 $239,578 - $295,822
3,553 New
3,553 $0
Q1 2022

May 02, 2022

SELL
$75.69 - $95.53 $219,728 - $277,323
-2,903 Closed
0 $0
Q4 2021

Jan 21, 2022

SELL
$73.23 - $85.82 $5,858 - $6,865
-80 Reduced 2.68%
2,903 $244,000
Q3 2021

Oct 19, 2021

BUY
$66.68 - $77.38 $198,906 - $230,824
2,983 New
2,983 $217,000

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 $135B
  • 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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