A detailed history of Bleakley Financial Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Bleakley Financial Group, LLC holds 25,116 shares of SCHW stock, worth $1.81 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
25,116
Previous 26,524 5.31%
Holding current value
$1.81 Million
Previous $1.95 Billion 16.72%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 16, 2024

SELL
$61.74 - $76.08 $86,929 - $107,120
-1,408 Reduced 5.31%
25,116 $1.63 Billion
Q2 2024

Aug 12, 2024

BUY
$70.03 - $78.9 $28,922 - $32,585
413 Added 1.58%
26,524 $1.95 Billion
Q1 2024

May 08, 2024

SELL
$61.89 - $72.38 $552,739 - $646,425
-8,931 Reduced 25.49%
26,111 $1.89 Billion
Q4 2023

Jan 25, 2024

SELL
$49.33 - $70.98 $493,349 - $709,870
-10,001 Reduced 22.2%
35,042 $2.41 Billion
Q3 2023

Nov 14, 2023

SELL
$54.2 - $67.94 $103,901 - $130,240
-1,917 Reduced 4.08%
45,043 $2.47 Billion
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $1.09 Million - $1.31 Million
22,953 Added 95.61%
46,960 $2.66 Billion
Q1 2023

May 12, 2023

SELL
$51.91 - $85.6 $205,615 - $339,061
-3,961 Reduced 14.16%
24,007 $1.26 Billion
Q4 2022

Feb 07, 2023

BUY
$67.43 - $83.26 $1.89 Million - $2.33 Million
27,968 New
27,968 $2.33 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 $131B
  • 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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