A detailed history of Impact Capital Partners LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Impact Capital Partners LLC holds 4,802 shares of SCHW stock, worth $441,351. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,802
Previous 6,787 29.25%
Holding current value
$441,351
Previous $619 Million 25.97%
% of portfolio
0.14%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$91.03 - $98.69 $180,694 - $195,899
-1,985 Reduced 29.25%
4,802 $458 Million
Q2 2025

Jul 18, 2025

SELL
$69.06 - $91.24 $18,369 - $24,269
-266 Reduced 3.77%
6,787 $619 Million
Q1 2025

Apr 11, 2025

SELL
$71.24 - $83.64 $15,886 - $18,651
-223 Reduced 3.06%
7,053 $552 Million
Q4 2024

Feb 10, 2025

BUY
$63.31 - $82.85 $460,643 - $602,816
7,276 New
7,276 $538 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 $167B
  • 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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