A detailed history of West Oak Capital, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, West Oak Capital, LLC holds 34,572 shares of SCHW stock, worth $2.57 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
34,572
Previous 30,965 11.65%
Holding current value
$2.57 Million
Previous $2.28 Million 882.29%
% of portfolio
0.42%
Previous 1.27%

Shares

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

Oct 17, 2024

BUY
$61.74 - $76.08 $222,696 - $274,420
3,607 Added 11.65%
34,572 $22.4 Million
Q2 2024

Jul 24, 2024

BUY
$70.03 - $78.9 $93,139 - $104,937
1,330 Added 4.49%
30,965 $2.28 Million
Q1 2024

Apr 18, 2024

BUY
$61.89 - $72.38 $20,114 - $23,523
325 Added 1.11%
29,635 $2.14 Million
Q4 2023

Jan 17, 2024

BUY
$49.33 - $70.98 $15,292 - $22,003
310 Added 1.07%
29,310 $1.91 Million
Q3 2023

Oct 05, 2023

BUY
$54.2 - $67.94 $8,943 - $11,210
165 Added 0.57%
29,000 $1.59 Million
Q2 2023

Jul 19, 2023

BUY
$47.37 - $57.14 $4,737 - $5,714
100 Added 0.35%
28,835 $1.63 Million
Q1 2023

Apr 21, 2023

SELL
$51.91 - $85.6 $64,887 - $107,000
-1,250 Reduced 4.17%
28,735 $1.51 Million
Q4 2022

Jan 05, 2023

SELL
$67.43 - $83.26 $136,882 - $169,017
-2,030 Reduced 6.34%
29,985 $2.5 Million
Q3 2022

Oct 28, 2022

BUY
$21.16 - $74.92 $10,368 - $36,710
490 Added 1.55%
32,015 $2.3 Million
Q2 2022

Jul 11, 2022

SELL
$59.99 - $83.83 $77,687 - $108,559
-1,295 Reduced 3.95%
31,525 $1.99 Million
Q1 2022

Apr 20, 2022

SELL
$75.69 - $95.53 $200,956 - $253,632
-2,655 Reduced 7.48%
32,820 $2.77 Million
Q4 2021

Jan 12, 2022

SELL
$73.23 - $85.82 $100,325 - $117,573
-1,370 Reduced 3.72%
35,475 $2.98 Million
Q3 2021

Oct 07, 2021

SELL
$66.68 - $77.38 $39,341 - $45,654
-590 Reduced 1.58%
36,845 $2.68 Million
Q2 2021

Jul 20, 2021

SELL
$63.69 - $76.01 $262,402 - $313,161
-4,120 Reduced 9.91%
37,435 $2.73 Million
Q1 2021

Apr 13, 2021

SELL
$51.54 - $67.65 $186,574 - $244,893
-3,620 Reduced 8.01%
41,555 $2.71 Million
Q4 2020

Jan 08, 2021

SELL
$36.75 - $53.04 $35,463 - $51,183
-965 Reduced 2.09%
45,175 $2.4 Million
Q3 2020

Oct 09, 2020

BUY
$33.02 - $36.28 $34,175 - $37,549
1,035 Added 2.29%
46,140 $1.67 Million
Q2 2020

Jul 06, 2020

BUY
$31.75 - $42.82 $105,886 - $142,804
3,335 Added 7.98%
45,105 $1.52 Million
Q1 2020

Apr 07, 2020

BUY
$28.43 - $49.0 $24,449 - $42,140
860 Added 2.1%
41,770 $1.4 Million
Q4 2019

Jan 09, 2020

SELL
$35.1 - $51.07 $72,481 - $105,459
-2,065 Reduced 4.81%
40,910 $1.95 Million
Q3 2019

Oct 02, 2019

BUY
$36.12 - $44.28 $47,859 - $58,671
1,325 Added 3.18%
42,975 $1.8 Million
Q2 2019

Jul 12, 2019

BUY
$39.15 - $46.26 $61,230 - $72,350
1,564 Added 3.9%
41,650 $1.67 Million
Q1 2019

Apr 03, 2019

BUY
$40.72 - $47.98 $76,960 - $90,682
1,890 Added 4.95%
40,086 $1.71 Million
Q4 2018

Jan 08, 2019

SELL
$38.25 - $52.17 $7,076 - $9,651
-185 Reduced 0.48%
38,196 $1.59 Billion
Q3 2018

Oct 04, 2018

BUY
$49.15 - $54.22 $47,675 - $52,593
970 Added 2.59%
38,381 $1.89 Billion
Q2 2018

Jul 06, 2018

SELL
$50.11 - $59.59 $89,947 - $106,964
-1,795 Reduced 4.58%
37,411 $1.91 Billion
Q1 2018

Apr 05, 2018

BUY
$48.9 - $57.76 $90,220 - $106,567
1,845 Added 4.94%
39,206 $2.05 Billion
Q4 2017

Jan 05, 2018

SELL
$43.27 - $52.28 $56,640 - $68,434
-1,309 Reduced 3.39%
37,361 $1.92 Billion
Q3 2017

Oct 10, 2017

BUY
$38.11 - $44.04 $1.47 Million - $1.7 Million
38,670
38,670 $1.69 Billion

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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