A detailed history of Birch Capital Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Birch Capital Management, LLC holds 76,459 shares of SCHW stock, worth $5.72 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
76,459
Previous 73,698 3.75%
Holding current value
$5.72 Million
Previous $5.43 Million 8.75%
% of portfolio
2.48%
Previous 2.87%

Shares

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

Oct 15, 2024

BUY
$61.74 - $76.08 $170,464 - $210,056
2,761 Added 3.75%
76,459 $4.96 Million
Q2 2024

Jul 08, 2024

SELL
$70.03 - $78.9 $60,645 - $68,327
-866 Reduced 1.16%
73,698 $5.43 Million
Q1 2024

Apr 11, 2024

BUY
$61.89 - $72.38 $202,875 - $237,261
3,278 Added 4.6%
74,564 $5.39 Million
Q4 2023

Jan 24, 2024

BUY
$49.33 - $70.98 $1.39 Million - $2 Million
28,163 Added 65.31%
71,286 $4.9 Million
Q3 2023

Oct 11, 2023

BUY
$54.2 - $67.94 $39,295 - $49,256
725 Added 1.71%
43,123 $2.37 Million
Q2 2023

Jul 12, 2023

BUY
$47.37 - $57.14 $1.54 Million - $1.85 Million
32,437 Added 325.64%
42,398 $2.4 Million
Q1 2023

Apr 10, 2023

BUY
$51.91 - $85.6 $517,075 - $852,661
9,961 New
9,961 $521,000

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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