A detailed history of Palisade Asset Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Palisade Asset Management, LLC holds 26,735 shares of SCHW stock, worth $2 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
26,735
Previous 26,170 2.16%
Holding current value
$2 Million
Previous $1.93 Million 10.17%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Nov 12, 2024

BUY
$61.74 - $76.08 $34,883 - $42,985
565 Added 2.16%
26,735 $1.73 Million
Q2 2024

Aug 01, 2024

SELL
$70.03 - $78.9 $8,753 - $9,862
-125 Reduced 0.48%
26,170 $1.93 Million
Q1 2024

May 01, 2024

BUY
$61.89 - $72.38 $12,996 - $15,199
210 Added 0.81%
26,295 $1.9 Million
Q4 2023

Feb 06, 2024

SELL
$49.33 - $70.98 $147 - $212
-3 Reduced 0.01%
26,085 $1.79 Million
Q3 2023

Nov 07, 2023

BUY
$54.2 - $67.94 $8,834 - $11,074
163 Added 0.63%
26,088 $1.43 Million
Q1 2023

May 09, 2023

BUY
$51.91 - $85.6 $6,488 - $10,700
125 Added 0.48%
25,925 $1.36 Million
Q4 2022

Feb 06, 2023

BUY
$67.43 - $83.26 $126,161 - $155,779
1,871 Added 7.82%
25,800 $2.15 Million
Q3 2022

Nov 09, 2022

BUY
$21.16 - $74.92 $14,812 - $52,444
700 Added 3.01%
23,929 $1.72 Million
Q2 2021

Jul 22, 2021

SELL
$63.69 - $76.01 $21,654 - $25,843
-340 Reduced 1.44%
23,229 $1.69 Million
Q1 2019

Apr 15, 2019

BUY
$40.72 - $47.98 $671,880 - $791,670
16,500 Added 233.41%
23,569 $1.01 Million
Q4 2018

Jan 16, 2019

SELL
$38.25 - $52.17 $765 - $1,043
-20 Reduced 0.28%
7,069 $294,000
Q3 2018

Oct 19, 2018

BUY
$49.15 - $54.22 $6,831 - $7,536
139 Added 2.0%
7,089 $348,000
Q3 2017

Oct 26, 2017

BUY
$38.11 - $44.04 $264,864 - $306,078
6,950
6,950 $304,000

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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