A detailed history of Buckhead Capital Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Buckhead Capital Management LLC holds 27,031 shares of SCHW stock, worth $1.92 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
27,031
Previous 19,541 38.33%
Holding current value
$1.92 Million
Previous $1.41 Million 40.91%
% of portfolio
0.69%
Previous 0.5%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$70.03 - $78.9 $524,524 - $590,961
7,490 Added 38.33%
27,031 $1.99 Million
Q1 2024

May 03, 2024

BUY
$61.89 - $72.38 $123,408 - $144,325
1,994 Added 11.36%
19,541 $1.41 Million
Q4 2023

Feb 05, 2024

SELL
$49.33 - $70.98 $24,665 - $35,490
-500 Reduced 2.77%
17,547 $1.21 Million
Q3 2023

Nov 09, 2023

SELL
$54.2 - $67.94 $115,933 - $145,323
-2,139 Reduced 10.6%
18,047 $990,000
Q2 2023

Aug 10, 2023

SELL
$47.37 - $57.14 $267,403 - $322,555
-5,645 Reduced 21.85%
20,186 $1.14 Million
Q1 2023

May 11, 2023

BUY
$51.91 - $85.6 $1.34 Million - $2.21 Million
25,831 New
25,831 $1.35 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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