A detailed history of Buckingham Strategic Partners transactions in Schwab Charles Corp stock. As of the latest transaction made, Buckingham Strategic Partners holds 15,325 shares of SCHW stock, worth $1.41 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,325
Previous 11,986 27.86%
Holding current value
$1.41 Million
Previous $1.09 Million 33.85%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2025

BUY
$91.03 - $98.69 $303,949 - $329,525
3,339 Added 27.86%
15,325 $1.46 Million
Q2 2025

Jul 31, 2025

BUY
$69.06 - $91.24 $152,760 - $201,822
2,212 Added 22.63%
11,986 $1.09 Million
Q1 2025

May 15, 2025

BUY
$71.24 - $83.64 $358,978 - $421,461
5,039 Added 106.42%
9,774 $765,000
Q4 2024

Feb 14, 2025

BUY
$63.31 - $82.85 $299,772 - $392,294
4,735 New
4,735 $350,000
Q1 2024

May 15, 2024

BUY
$61.89 - $72.38 $188,516 - $220,469
3,046 New
3,046 $220,000

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 $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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