A detailed history of Riverwater Partners LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Riverwater Partners LLC holds 23,380 shares of SCHW stock, worth $1.75 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
23,380
Previous 18,347 27.43%
Holding current value
$1.75 Million
Previous $1.35 Million 12.14%
% of portfolio
0.84%
Previous 1.13%

Shares

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

Oct 22, 2024

BUY
$61.74 - $76.08 $310,737 - $382,910
5,033 Added 27.43%
23,380 $1.52 Million
Q2 2024

Jul 19, 2024

SELL
$70.03 - $78.9 $36,485 - $41,106
-521 Reduced 2.76%
18,347 $1.35 Million
Q1 2024

Apr 18, 2024

SELL
$61.89 - $72.38 $42,765 - $50,014
-691 Reduced 3.53%
18,868 $1.36 Million
Q4 2023

Jan 04, 2024

BUY
$49.33 - $70.98 $40,598 - $58,416
823 Added 4.39%
19,559 $1.35 Million
Q3 2023

Oct 18, 2023

BUY
$54.2 - $67.94 $121,082 - $151,777
2,234 Added 13.54%
18,736 $1.03 Million
Q2 2023

Jul 18, 2023

BUY
$47.37 - $57.14 $1,800 - $2,171
38 Added 0.23%
16,502 $935,000
Q1 2023

Apr 12, 2023

BUY
$51.91 - $85.6 $322,309 - $531,490
6,209 Added 60.55%
16,464 $862,000
Q2 2022

Aug 05, 2022

BUY
$59.99 - $83.83 $615,197 - $859,676
10,255 New
10,255 $648,000
Q1 2022

May 02, 2022

SELL
$75.69 - $95.53 $667,055 - $841,905
-8,813 Closed
0 $0
Q4 2021

Jan 31, 2022

BUY
$73.23 - $85.82 $645,375 - $756,331
8,813 New
8,813 $741,000

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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