A detailed history of Mendota Financial Group, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Mendota Financial Group, LLC holds 1,831 shares of SCHW stock, worth $136,848. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,831
Previous 1,791 2.23%
Holding current value
$136,848
Previous $132 Million 10.09%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 09, 2024

BUY
$61.74 - $76.08 $2,469 - $3,043
40 Added 2.23%
1,831 $119 Million
Q2 2024

Jul 11, 2024

SELL
$70.03 - $78.9 $60,996 - $68,721
-871 Reduced 32.72%
1,791 $132 Million
Q1 2024

Apr 25, 2024

SELL
$61.89 - $72.38 $39,300 - $45,961
-635 Reduced 19.26%
2,662 $193 Million
Q4 2023

Jan 19, 2024

BUY
$49.33 - $70.98 $25,898 - $37,264
525 Added 18.94%
3,297 $227 Million
Q2 2023

Jul 27, 2023

BUY
$47.37 - $57.14 $131,309 - $158,392
2,772 New
2,772 $157 Million
Q4 2022

Feb 03, 2023

BUY
$67.43 - $83.26 $99,796 - $123,224
1,480 New
1,480 $123 Million

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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