Shares

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

Aug 13, 2024

BUY
$70.03 - $78.9 $11 Million - $12.4 Million
156,898 New
156,898 $11.6 Million
Q1 2023

May 08, 2023

SELL
$51.91 - $85.6 $1.61 Million - $2.66 Million
-31,025 Reduced 49.19%
32,042 $1.68 Million
Q4 2022

Feb 06, 2023

BUY
$67.43 - $83.26 $3.33 Million - $4.11 Million
49,395 Added 361.29%
63,067 $5.25 Million
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $289,299 - $1.02 Million
13,672 New
13,672 $982,000
Q2 2022

Aug 10, 2022

SELL
$59.99 - $83.83 $2.62 Million - $3.66 Million
-43,606 Closed
0 $0
Q1 2022

May 10, 2022

SELL
$75.69 - $95.53 $157,586 - $198,893
-2,082 Reduced 4.56%
43,606 $3.68 Million
Q4 2021

Feb 10, 2022

BUY
$73.23 - $85.82 $84,434 - $98,950
1,153 Added 2.59%
45,688 $3.84 Million
Q3 2021

Nov 10, 2021

BUY
$66.68 - $77.38 $1.77 Million - $2.06 Million
26,618 Added 148.56%
44,535 $3.24 Million
Q2 2021

Aug 09, 2021

SELL
$63.69 - $76.01 $100,821 - $120,323
-1,583 Reduced 8.12%
17,917 $1.31 Million
Q1 2021

May 11, 2021

SELL
$51.54 - $67.65 $103,080 - $135,300
-2,000 Reduced 9.3%
19,500 $1.27 Million
Q4 2020

Feb 11, 2021

BUY
$36.75 - $53.04 $55,125 - $79,560
1,500 Added 7.5%
21,500 $1.14 Million
Q1 2020

May 13, 2020

SELL
$28.43 - $49.0 $257,291 - $443,450
-9,050 Reduced 31.15%
20,000 $672,000
Q4 2019

Feb 07, 2020

SELL
$35.1 - $51.07 $534,397 - $777,540
-15,225 Reduced 34.39%
29,050 $1.38 Million
Q3 2019

Nov 13, 2019

BUY
$36.12 - $44.28 $108,359 - $132,840
3,000 Added 7.27%
44,275 $1.85 Million
Q2 2019

Aug 08, 2019

BUY
$39.15 - $46.26 $497,205 - $587,502
12,700 Added 44.44%
41,275 $1.66 Million
Q1 2019

May 15, 2019

BUY
$40.72 - $47.98 $867,336 - $1.02 Million
21,300 Added 292.78%
28,575 $1.22 Million
Q4 2018

Feb 13, 2019

SELL
$38.25 - $52.17 $721,012 - $983,404
-18,850 Reduced 72.15%
7,275 $302,000
Q3 2018

Nov 15, 2018

BUY
$49.15 - $54.22 $56,522 - $62,353
1,150 Added 4.6%
26,125 $1.28 Million
Q2 2018

Aug 09, 2018

BUY
$50.11 - $59.59 $1.25 Million - $1.49 Million
24,975 New
24,975 $1.28 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 $150B
  • 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
Track This Portfolio

Track Cumberland Partners LTD Portfolio

Follow Cumberland Partners LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cumberland Partners LTD, based on Form 13F filings with the SEC.

News

Stay updated on Cumberland Partners LTD with notifications on news.