A detailed history of Org Partners LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Org Partners LLC holds 1,401 shares of SCHW stock, worth $104,710. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,401
Previous 1,891 25.91%
Holding current value
$104,710
Previous $139,000 35.25%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 11, 2024

SELL
$61.74 - $76.08 $30,252 - $37,279
-490 Reduced 25.91%
1,401 $90,000
Q2 2024

Jul 16, 2024

BUY
$70.03 - $78.9 $131,446 - $148,095
1,877 Added 13407.14%
1,891 $139,000
Q1 2024

May 06, 2024

SELL
$61.89 - $72.38 $89,554 - $104,733
-1,447 Reduced 99.04%
14 $1,000
Q4 2023

Jan 29, 2024

BUY
$49.33 - $70.98 $26,243 - $37,761
532 Added 57.27%
1,461 $100,000
Q3 2023

Nov 03, 2023

SELL
$54.2 - $67.94 $28,400 - $35,600
-524 Reduced 36.06%
929 $51 Million
Q2 2023

Jul 25, 2023

BUY
$47.37 - $57.14 $68,828 - $83,024
1,453 New
1,453 $83.7 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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