A detailed history of Legacy Private Trust Co. transactions in Schwab Charles Corp stock. As of the latest transaction made, Legacy Private Trust Co. holds 3,355 shares of SCHW stock, worth $241,190. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,355
Previous 3,398 1.27%
Holding current value
$241,190
Previous $250,000 13.2%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 07, 2024

SELL
$61.74 - $76.08 $2,654 - $3,271
-43 Reduced 1.27%
3,355 $217,000
Q1 2024

Apr 10, 2024

SELL
$61.89 - $72.38 $8,169 - $9,554
-132 Reduced 3.74%
3,398 $245,000
Q4 2023

Jan 10, 2024

SELL
$49.33 - $70.98 $15,045 - $21,648
-305 Reduced 7.95%
3,530 $242,000
Q3 2023

Oct 11, 2023

BUY
$54.2 - $67.94 $207,857 - $260,549
3,835 New
3,835 $210,000

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 $131B
  • 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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