A detailed history of Whitener Capital Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Whitener Capital Management, Inc. holds 10,850 shares of SCHW stock, worth $814,292. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,850
Previous 8,632 25.7%
Holding current value
$814,292
Previous $636,000 10.53%
% of portfolio
0.2%
Previous 0.19%

Shares

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

Oct 29, 2024

BUY
$61.74 - $76.08 $136,939 - $168,745
2,218 Added 25.7%
10,850 $703,000
Q2 2024

Jul 17, 2024

SELL
$70.03 - $78.9 $4,551 - $5,128
-65 Reduced 0.75%
8,632 $636,000
Q1 2024

Apr 16, 2024

BUY
$61.89 - $72.38 $170,568 - $199,479
2,756 Added 46.39%
8,697 $629,000
Q4 2023

Jan 10, 2024

BUY
$49.33 - $70.98 $91,901 - $132,235
1,863 Added 45.68%
5,941 $408,000
Q3 2023

Nov 02, 2023

BUY
$54.2 - $67.94 $221,027 - $277,059
4,078 New
4,078 $223,000
Q4 2019

Feb 12, 2020

SELL
$35.1 - $51.07 $52,650 - $76,605
-1,500 Closed
0 $0
Q2 2019

Aug 02, 2019

BUY
$39.15 - $46.26 $7,830 - $9,252
200 Added 15.38%
1,500 $60,000
Q1 2019

May 02, 2019

BUY
$40.72 - $47.98 $40,720 - $47,980
1,000 Added 333.33%
1,300 $55,000
Q3 2018

Nov 07, 2018

BUY
$49.15 - $54.22 $14,745 - $16,266
300 New
300 $14,000

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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