A detailed history of Isam Funds (Uk) LTD transactions in Schwab Charles Corp stock. As of the latest transaction made, Isam Funds (Uk) LTD holds 8,241 shares of SCHW stock, worth $757,430. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,241
Previous 9,435 12.66%
Holding current value
$757,430
Previous $861 Million 8.61%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Nov 14, 2025

SELL
$91.03 - $98.69 $108,689 - $117,835
-1,194 Reduced 12.66%
8,241 $787 Million
Q2 2025

Aug 14, 2025

BUY
$69.06 - $91.24 $187,566 - $247,807
2,716 Added 40.42%
9,435 $861 Million
Q1 2025

May 15, 2025

BUY
$71.24 - $83.64 $143,192 - $168,116
2,010 Added 42.68%
6,719 $526 Million
Q4 2024

Feb 14, 2025

SELL
$63.31 - $82.85 $38,302 - $50,124
-605 Reduced 11.39%
4,709 $349 Million
Q3 2024

Nov 14, 2024

BUY
$61.74 - $76.08 $328,086 - $404,289
5,314 New
5,314 $344 Million
Q1 2024

May 15, 2024

BUY
$61.89 - $72.38 $1.57 Million - $1.84 Million
25,355 New
25,355 $1.83 Billion

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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