A detailed history of Tlwm transactions in Schwab Charles Corp stock. As of the latest transaction made, Tlwm holds 16,669 shares of SCHW stock, worth $1.08 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
16,669
Previous 16,351 1.94%
Holding current value
$1.08 Million
Previous $1.18 Million 3.89%
% of portfolio
0.27%
Previous 0.26%

Shares

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

Jul 12, 2024

BUY
$70.03 - $78.9 $22,269 - $25,090
318 Added 1.94%
16,669 $1.23 Million
Q1 2024

Apr 15, 2024

SELL
$61.89 - $72.38 $17,638 - $20,628
-285 Reduced 1.71%
16,351 $1.18 Million
Q4 2023

Jan 08, 2024

BUY
$49.33 - $70.98 $5,179 - $7,452
105 Added 0.64%
16,636 $1.14 Million
Q3 2023

Oct 10, 2023

BUY
$54.2 - $67.94 $30,026 - $37,638
554 Added 3.47%
16,531 $907,000
Q2 2023

Jul 11, 2023

BUY
$47.37 - $57.14 $19,279 - $23,255
407 Added 2.61%
15,977 $905,000
Q1 2023

May 11, 2023

BUY
$51.91 - $85.6 $808,238 - $1.33 Million
15,570 New
15,570 $815,000

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 $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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