A detailed history of Mondrian Investment Partners LTD transactions in Schwab Charles Corp stock. As of the latest transaction made, Mondrian Investment Partners LTD holds 1,849,846 shares of SCHW stock, worth $138 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares
1,849,846
Previous 1,651,666 12.0%
Holding current value
$138 Million
Previous $122 Million 1.5%
% of portfolio
2.0%
Previous 2.11%

Shares

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

Nov 05, 2024

BUY
$61.74 - $76.08 $12.2 Million - $15.1 Million
198,180 Added 12.0%
1,849,846 $120 Million
Q2 2024

Aug 12, 2024

BUY
$70.03 - $78.9 $11.6 Million - $13.1 Million
166,029 Added 11.18%
1,651,666 $122 Million
Q1 2024

May 07, 2024

BUY
$61.89 - $72.38 $91.6 Million - $107 Million
1,480,485 Added 28736.12%
1,485,637 $107 Million
Q4 2023

Feb 13, 2024

BUY
$49.33 - $70.98 $73,107 - $105,192
1,482 Added 40.38%
5,152 $354,000
Q3 2023

Nov 06, 2023

BUY
$54.2 - $67.94 $198,914 - $249,339
3,670 New
3,670 $201,000

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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