A detailed history of Brown, Lisle/Cummings, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Brown, Lisle/Cummings, Inc. holds 16,575 shares of SCHW stock, worth $1.17 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
16,575
Previous 16,075 3.11%
Holding current value
$1.17 Million
Previous $1.18 Billion 9.31%
% of portfolio
0.33%
Previous 0.39%

Shares

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

Oct 18, 2024

BUY
$61.74 - $76.08 $30,870 - $38,040
500 Added 3.11%
16,575 $1.07 Billion
Q1 2024

Jun 28, 2024

BUY
$61.89 - $72.38 $43,323 - $50,666
700 Added 4.55%
16,075 $1.16 Billion
Q4 2023

Jun 28, 2024

SELL
$49.33 - $70.98 $7,399 - $10,647
-150 Reduced 0.97%
15,375 $1.06 Billion
Q3 2023

Jun 28, 2024

BUY
$54.2 - $67.94 $182,925 - $229,297
3,375 Added 27.78%
15,525 $852 Million
Q2 2023

Jun 28, 2024

BUY
$47.37 - $57.14 $575,545 - $694,251
12,150 New
12,150 $689 Million
Q1 2023

Jun 28, 2024

SELL
$51.91 - $85.6 $10,018 - $16,520
-193 Closed
0 $0
Q4 2022

Jun 28, 2024

BUY
$67.43 - $83.26 $2,899 - $3,580
43 Added 28.67%
193 $16.1 Million
Q2 2022

Jun 28, 2024

BUY
$59.99 - $83.83 $2,519 - $3,520
42 Added 38.89%
150 $9.48 Million
Q1 2022

Jun 28, 2024

BUY
$75.69 - $95.53 $8,174 - $10,317
108 New
108 $9.11 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 $129B
  • 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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