A detailed history of Colonial Trust CO / Sc transactions in Schwab Charles Corp stock. As of the latest transaction made, Colonial Trust CO / Sc holds 40,113 shares of SCHW stock, worth $2.85 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
40,113
Previous 34,299 16.95%
Holding current value
$2.85 Million
Previous $2.48 Million 19.11%
% of portfolio
0.53%
Previous 0.47%

Shares

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

Aug 14, 2024

BUY
$70.03 - $78.9 $407,154 - $458,724
5,814 Added 16.95%
40,113 $2.96 Million
Q1 2024

May 13, 2024

BUY
$61.89 - $72.38 $5,570 - $6,514
90 Added 0.26%
34,299 $2.48 Million
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $85,587 - $123,150
1,735 Added 5.34%
34,209 $2.35 Million
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $46,232 - $57,952
853 Added 2.7%
32,474 $1.78 Million
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $209,849 - $253,130
4,430 Added 16.29%
31,621 $1.79 Million
Q1 2023

May 11, 2023

BUY
$51.91 - $85.6 $43,189 - $71,219
832 Added 3.16%
27,191 $1.42 Million
Q4 2022

Feb 14, 2023

BUY
$67.43 - $83.26 $111,259 - $137,379
1,650 Added 6.68%
26,359 $2.19 Million
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $522,842 - $1.85 Million
24,709 New
24,709 $1.78 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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