A detailed history of Mml Investors Services, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Mml Investors Services, LLC holds 585,308 shares of SCHW stock, worth $43.8 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
585,308
Previous 523,273 11.86%
Holding current value
$43.8 Million
Previous $38.6 Million 1.62%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Nov 15, 2024

BUY
$61.74 - $76.08 $3.83 Million - $4.72 Million
62,035 Added 11.86%
585,308 $37.9 Million
Q2 2024

Aug 14, 2024

SELL
$70.03 - $78.9 $6.86 Million - $7.73 Million
-98,004 Reduced 15.77%
523,273 $38.6 Million
Q1 2024

May 14, 2024

BUY
$61.89 - $72.38 $4.02 Million - $4.7 Million
64,900 Added 11.66%
621,277 $44.9 Million
Q4 2023

Feb 14, 2024

BUY
$49.33 - $70.98 $5.15 Million - $7.41 Million
104,408 Added 23.1%
556,377 $38.3 Million
Q3 2023

Nov 14, 2023

BUY
$54.2 - $67.94 $583,192 - $731,034
10,760 Added 2.44%
451,969 $24.8 Million
Q2 2023

Aug 14, 2023

BUY
$47.37 - $57.14 $6.02 Million - $7.27 Million
127,184 Added 40.5%
441,209 $25 Million
Q1 2023

May 12, 2023

BUY
$51.91 - $85.6 $3.91 Million - $6.44 Million
75,285 Added 31.53%
314,025 $16.4 Million
Q4 2022

Feb 13, 2023

BUY
$67.43 - $83.26 $4.04 Million - $4.99 Million
59,895 Added 33.49%
238,740 $19.9 Million
Q3 2022

Nov 14, 2022

BUY
$21.16 - $74.92 $2.07 Million - $7.34 Million
97,906 Added 120.96%
178,845 $12.9 Million
Q2 2022

Aug 12, 2022

SELL
$59.99 - $83.83 $209,845 - $293,237
-3,498 Reduced 4.14%
80,939 $5.11 Million
Q1 2022

May 13, 2022

BUY
$75.69 - $95.53 $679,166 - $857,190
8,973 Added 11.89%
84,437 $7.12 Million
Q4 2021

Feb 14, 2022

SELL
$73.23 - $85.82 $104,645 - $122,636
-1,429 Reduced 1.86%
75,464 $6.35 Million
Q3 2021

Nov 15, 2021

BUY
$66.68 - $77.38 $242,581 - $281,508
3,638 Added 4.97%
76,893 $5.6 Million
Q2 2021

Aug 13, 2021

BUY
$63.69 - $76.01 $187,567 - $223,849
2,945 Added 4.19%
73,255 $5.33 Million
Q1 2021

May 14, 2021

BUY
$51.54 - $67.65 $238,269 - $312,745
4,623 Added 7.04%
70,310 $4.58 Million
Q4 2020

Feb 12, 2021

BUY
$36.75 - $53.04 $244,571 - $352,981
6,655 Added 11.27%
65,687 $3.48 Million
Q3 2020

Nov 13, 2020

BUY
$33.02 - $36.28 $22,288 - $24,489
675 Added 1.16%
59,032 $2.14 Million
Q2 2020

Aug 14, 2020

SELL
$31.75 - $42.82 $280,352 - $378,100
-8,830 Reduced 13.14%
58,357 $1.97 Million
Q1 2020

May 14, 2020

SELL
$28.43 - $49.0 $155,426 - $267,883
-5,467 Reduced 7.52%
67,187 $2.26 Million
Q4 2019

Feb 11, 2020

SELL
$35.1 - $51.07 $133,309 - $193,963
-3,798 Reduced 4.97%
72,654 $3.46 Million
Q3 2019

Nov 14, 2019

BUY
$36.12 - $44.28 $327,283 - $401,221
9,061 Added 13.45%
76,452 $3.2 Million
Q2 2019

Aug 13, 2019

BUY
$39.15 - $46.26 $749,957 - $886,156
19,156 Added 39.71%
67,391 $2.71 Million
Q1 2019

May 10, 2019

BUY
$40.72 - $47.98 $283,329 - $333,844
6,958 Added 16.86%
48,235 $2.06 Million
Q4 2018

Feb 14, 2019

BUY
$38.25 - $52.17 $505,550 - $689,530
13,217 Added 47.1%
41,277 $1.71 Million
Q3 2018

Nov 07, 2018

BUY
$49.15 - $54.22 $650,647 - $717,764
13,238 Added 89.31%
28,060 $1.38 Million
Q2 2018

Aug 13, 2018

BUY
$50.11 - $59.59 $110,191 - $131,038
2,199 Added 17.42%
14,822 $757,000
Q1 2018

May 11, 2018

SELL
$48.9 - $57.76 $67,237 - $79,420
-1,375 Reduced 9.82%
12,623 $659,000
Q4 2017

Feb 13, 2018

BUY
$43.27 - $52.28 $50,193 - $60,644
1,160 Added 9.04%
13,998 $719,000
Q3 2017

Nov 14, 2017

BUY
$38.11 - $44.04 $489,256 - $565,385
12,838
12,838 $562,000

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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