A detailed history of Jackson Hole Capital Partners, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Jackson Hole Capital Partners, LLC holds 3,446 shares of SCHW stock, worth $257,898. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,446
Previous 3,446 -0.0%
Holding current value
$257,898
Previous $253,000 11.86%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$61.89 - $72.38 $285,436 - $333,816
-4,612 Reduced 57.24%
3,446 $249,000
Q1 2023

May 15, 2023

BUY
$51.91 - $85.6 $254,047 - $418,926
4,894 Added 154.68%
8,058 $422,000
Q4 2022

Feb 10, 2023

SELL
$67.43 - $83.26 $65,946 - $81,428
-978 Reduced 23.61%
3,164 $263,000
Q1 2022

May 09, 2022

BUY
$75.69 - $95.53 $13,624 - $17,195
180 Added 4.54%
4,142 $349,000
Q4 2021

Feb 02, 2022

SELL
$73.23 - $85.82 $46,134 - $54,066
-630 Reduced 13.72%
3,962 $333,000
Q1 2021

May 07, 2021

BUY
$51.54 - $67.65 $236,671 - $310,648
4,592 New
4,592 $299,000

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 $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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