A detailed history of Leavell Investment Management, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Leavell Investment Management, Inc. holds 12,026 shares of SCHW stock, worth $900,025. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,026
Previous 6,997 71.87%
Holding current value
$900,025
Previous $515,000 51.26%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 01, 2024

BUY
$61.74 - $76.08 $310,490 - $382,606
5,029 Added 71.87%
12,026 $779,000
Q2 2024

Jul 17, 2024

BUY
$70.03 - $78.9 $41,807 - $47,103
597 Added 9.33%
6,997 $515,000
Q1 2024

Apr 24, 2024

SELL
$61.89 - $72.38 $12,378 - $14,476
-200 Reduced 3.03%
6,400 $462,000
Q4 2023

Jan 23, 2024

SELL
$49.33 - $70.98 $677,448 - $974,768
-13,733 Reduced 67.54%
6,600 $454,000
Q2 2023

Jul 19, 2023

BUY
$47.37 - $57.14 $449,351 - $542,030
9,486 Added 87.45%
20,333 $1.15 Million
Q1 2023

Apr 13, 2023

BUY
$51.91 - $85.6 $563,067 - $928,503
10,847 New
10,847 $568,000
Q4 2018

Jan 24, 2019

SELL
$38.25 - $52.17 $188,190 - $256,676
-4,920 Closed
0 $0
Q2 2018

Jul 23, 2018

SELL
$50.11 - $59.59 $21,547 - $25,623
-430 Reduced 8.04%
4,920 $251,000
Q3 2017

Oct 25, 2017

BUY
$38.11 - $44.04 $203,888 - $235,614
5,350
5,350 $234,000

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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