A detailed history of Klk Capital Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Klk Capital Management LLC holds 17,584 shares of SCHW stock, worth $1.25 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
17,584
Previous 18,196 3.36%
Holding current value
$1.25 Million
Previous $1.03 Million 6.4%
% of portfolio
1.28%
Previous 1.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$54.2 - $67.94 $33,170 - $41,579
-612 Reduced 3.36%
17,584 $965,000
Q2 2023

Aug 09, 2023

BUY
$47.37 - $57.14 $288,909 - $348,496
6,099 Added 50.42%
18,196 $1.03 Million
Q1 2023

May 10, 2023

BUY
$51.91 - $85.6 $627,955 - $1.04 Million
12,097 New
12,097 $633,000

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 $130B
  • 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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