A detailed history of Chicago Trust CO Na transactions in Schwab Charles Corp stock. As of the latest transaction made, Chicago Trust CO Na holds 3,965 shares of SCHW stock, worth $364,423. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,965
Previous 3,281 20.85%
Holding current value
$364,423
Previous $299,000 26.42%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Oct 10, 2025

BUY
$91.03 - $98.69 $62,264 - $67,503
684 Added 20.85%
3,965 $378,000
Q2 2025

Jul 14, 2025

BUY
$69.06 - $91.24 $226,585 - $299,358
3,281 New
3,281 $299,000
Q3 2024

Oct 10, 2024

BUY
$61.74 - $76.08 $19,756 - $24,345
320 Added 10.55%
3,353 $217,000
Q2 2024

Jul 11, 2024

BUY
$70.03 - $78.9 $212,400 - $239,303
3,033 New
3,033 $223,000

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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