A detailed history of Yousif Capital Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Yousif Capital Management, LLC holds 199,010 shares of SCHW stock, worth $16.2 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
199,010
Previous 200,464 0.73%
Holding current value
$16.2 Million
Previous $14.8 Million 12.69%
% of portfolio
0.14%
Previous 0.17%

Shares

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

Oct 30, 2024

SELL
$61.74 - $76.08 $89,769 - $110,620
-1,454 Reduced 0.73%
199,010 $12.9 Million
Q2 2024

Jul 31, 2024

SELL
$70.03 - $78.9 $103,504 - $116,614
-1,478 Reduced 0.73%
200,464 $14.8 Million
Q1 2024

Apr 26, 2024

BUY
$61.89 - $72.38 $163,389 - $191,083
2,640 Added 1.32%
201,942 $14.6 Million
Q4 2023

Feb 01, 2024

SELL
$49.33 - $70.98 $423,843 - $609,860
-8,592 Reduced 4.13%
199,302 $13.7 Million
Q3 2023

Oct 30, 2023

SELL
$54.2 - $67.94 $357,449 - $448,064
-6,595 Reduced 3.07%
207,894 $11.4 Million
Q2 2023

Aug 02, 2023

SELL
$47.37 - $57.14 $167,452 - $201,989
-3,535 Reduced 1.62%
214,489 $12.2 Million
Q1 2023

May 02, 2023

SELL
$51.91 - $85.6 $486,760 - $802,671
-9,377 Reduced 4.12%
218,024 $11.4 Million
Q4 2022

Jan 09, 2023

BUY
$67.43 - $83.26 $535,326 - $661,001
7,939 Added 3.62%
227,401 $0
Q3 2022

Nov 04, 2022

SELL
$21.16 - $74.92 $41,346 - $146,393
-1,954 Reduced 0.88%
219,462 $15.8 Million
Q2 2022

Aug 01, 2022

SELL
$59.99 - $83.83 $219,263 - $306,398
-3,655 Reduced 1.62%
221,416 $14 Million
Q1 2022

May 12, 2022

BUY
$75.69 - $95.53 $90,600 - $114,349
1,197 Added 0.53%
225,071 $19 Million
Q4 2021

Jan 31, 2022

BUY
$73.23 - $85.82 $16.4 Million - $19.2 Million
223,874 New
223,874 $18.8 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 $148B
  • 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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