A detailed history of Vancity Investment Management LTD transactions in Schwab Charles Corp stock. As of the latest transaction made, Vancity Investment Management LTD holds 210,048 shares of SCHW stock, worth $15.8 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
210,048
Previous 496,461 57.69%
Holding current value
$15.8 Million
Previous $36.7 Million 62.92%
% of portfolio
1.63%
Previous 2.33%

Shares

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

Nov 14, 2024

SELL
$61.74 - $76.08 $17.7 Million - $21.8 Million
-286,413 Reduced 57.69%
210,048 $13.6 Million
Q2 2024

Aug 13, 2024

BUY
$70.03 - $78.9 $17.1 Million - $19.3 Million
244,364 Added 96.93%
496,461 $36.7 Million
Q1 2024

May 15, 2024

BUY
$61.89 - $72.38 $474,448 - $554,865
7,666 Added 3.14%
252,097 $18.2 Million
Q4 2023

Feb 20, 2024

SELL
$49.33 - $70.98 $151,541 - $218,050
-3,072 Reduced 1.24%
244,431 $16.8 Million
Q1 2023

May 12, 2023

BUY
$51.91 - $85.6 $2.74 Million - $4.52 Million
52,780 Added 27.11%
247,503 $13 Million
Q4 2022

Feb 08, 2023

BUY
$67.43 - $83.26 $1.25 Million - $1.54 Million
18,542 Added 10.52%
194,723 $16.2 Million
Q3 2022

Nov 07, 2022

BUY
$21.16 - $74.92 $293,870 - $1.04 Million
13,888 Added 8.56%
176,181 $12.7 Million
Q2 2022

Aug 09, 2022

BUY
$59.99 - $83.83 $9.74 Million - $13.6 Million
162,293 New
162,293 $10.3 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
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