A detailed history of Triumph Capital Management transactions in Schwab Charles Corp stock. As of the latest transaction made, Triumph Capital Management holds 3,048 shares of SCHW stock, worth $228,752. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,048
Previous 3,499 12.89%
Holding current value
$228,752
Previous $240,000 8.33%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Apr 25, 2024

SELL
$61.89 - $72.38 $27,912 - $32,643
-451 Reduced 12.89%
3,048 $220,000
Q4 2023

Feb 05, 2024

SELL
$49.33 - $70.98 $114,840 - $165,241
-2,328 Reduced 39.95%
3,499 $240,000
Q3 2023

Oct 31, 2023

SELL
$54.2 - $67.94 $410,456 - $514,509
-7,573 Reduced 56.51%
5,827 $319,000
Q2 2023

Aug 03, 2023

BUY
$47.37 - $57.14 $634,758 - $765,676
13,400 New
13,400 $759,000

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 $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
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