A detailed history of Klein Pavlis & Peasley Financial, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Klein Pavlis & Peasley Financial, Inc. holds 56,569 shares of SCHW stock, worth $4.23 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
56,569
Previous 44,325 27.62%
Holding current value
$4.23 Million
Previous $3.27 Billion 12.24%
% of portfolio
2.94%
Previous 2.9%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$61.74 - $76.08 $755,944 - $931,523
12,244 Added 27.62%
56,569 $3.67 Billion
Q2 2024

Jul 26, 2024

BUY
$70.03 - $78.9 $230,468 - $259,659
3,291 Added 8.02%
44,325 $3.27 Billion
Q1 2024

May 07, 2024

BUY
$61.89 - $72.38 $653,929 - $764,767
10,566 Added 34.68%
41,034 $2.97 Billion
Q4 2023

Jan 12, 2024

BUY
$49.33 - $70.98 $1.5 Million - $2.16 Million
30,468 New
30,468 $2.1 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 $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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