A detailed history of Ramsay, Stattman, Vela & Price, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Ramsay, Stattman, Vela & Price, Inc. holds 9,387 shares of SCHW stock, worth $704,494. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,387
Previous 8,752 7.26%
Holding current value
$704,494
Previous $644,000 5.59%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 25, 2024

BUY
$61.74 - $76.08 $39,204 - $48,310
635 Added 7.26%
9,387 $608,000
Q2 2024

Jul 31, 2024

BUY
$70.03 - $78.9 $56,724 - $63,909
810 Added 10.2%
8,752 $644,000
Q1 2024

May 01, 2024

BUY
$61.89 - $72.38 $33,420 - $39,085
540 Added 7.3%
7,942 $574,000
Q3 2023

Oct 27, 2023

SELL
$54.2 - $67.94 $1.39 Million - $1.74 Million
-25,598 Reduced 77.57%
7,402 $406,000
Q2 2023

Jul 31, 2023

SELL
$47.37 - $57.14 $6,394 - $7,713
-135 Reduced 0.41%
33,000 $1.87 Million
Q1 2023

Apr 28, 2023

BUY
$51.91 - $85.6 $144,050 - $237,539
2,775 Added 9.14%
33,135 $1.74 Million
Q4 2022

Feb 03, 2023

BUY
$67.43 - $83.26 $2.05 Million - $2.53 Million
30,360 New
30,360 $2.53 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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