A detailed history of Canopy Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Canopy Partners, LLC holds 9,604 shares of SCHW stock, worth $718,763. This represents 0.27% of its overall portfolio holdings.

Number of Shares
9,604
Previous 9,692 0.91%
Holding current value
$718,763
Previous $714 Million 12.85%
% of portfolio
0.27%
Previous 0.33%

Shares

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

Nov 12, 2024

SELL
$61.74 - $76.08 $5,433 - $6,695
-88 Reduced 0.91%
9,604 $622 Million
Q1 2024

May 15, 2024

BUY
$61.89 - $72.38 $30,635 - $35,828
495 Added 5.38%
9,692 $701 Million
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $453,688 - $652,803
9,197 New
9,197 $633 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 $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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