A detailed history of Lcm Capital Management Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Lcm Capital Management Inc holds 3,490 shares of SCHW stock, worth $261,924. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,490
Previous 3,465 0.72%
Holding current value
$261,924
Previous $255,000 11.37%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Oct 28, 2024

BUY
$61.74 - $76.08 $1,543 - $1,902
25 Added 0.72%
3,490 $226,000
Q4 2023

Feb 05, 2024

BUY
$49.33 - $70.98 $170,928 - $245,945
3,465 New
3,465 $238,000
Q3 2021

Oct 15, 2021

SELL
$66.68 - $77.38 $9,201 - $10,678
-138 Reduced 3.82%
3,472 $253,000
Q2 2021

Jul 21, 2021

SELL
$63.69 - $76.01 $5,859 - $6,992
-92 Reduced 2.49%
3,610 $263,000
Q1 2021

May 17, 2021

SELL
$51.54 - $67.65 $4,638 - $6,088
-90 Reduced 2.37%
3,702 $241,000
Q4 2020

May 12, 2021

BUY
$36.75 - $53.04 $139,356 - $201,127
3,792 New
3,792 $202,000

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
Track This Portfolio

Track Lcm Capital Management Inc Portfolio

Follow Lcm Capital Management Inc 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 Lcm Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Lcm Capital Management Inc with notifications on news.