A detailed history of Sachetta, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sachetta, LLC holds 436 shares of SCHW stock, worth $40,072. This represents 0.02% of its overall portfolio holdings.

Number of Shares
436
Previous 416 4.81%
Holding current value
$40,072
Previous $38 Million 9.49%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

BUY
$91.03 - $98.69 $1,820 - $1,973
20 Added 4.81%
436 $41.6 Million
Q2 2025

Jul 23, 2025

BUY
$69.06 - $91.24 $6,008 - $7,937
87 Added 26.44%
416 $38 Million
Q1 2025

May 02, 2025

BUY
$71.24 - $83.64 $142 - $167
2 Added 0.61%
329 $25.8 Million
Q4 2024

Jan 21, 2025

BUY
$63.31 - $82.85 $886 - $1,159
14 Added 4.47%
327 $24.2 Million
Q3 2024

Nov 08, 2024

SELL
$61.74 - $76.08 $4,013 - $4,945
-65 Reduced 17.2%
313 $20.3 Million
Q2 2024

Aug 07, 2024

BUY
$70.03 - $78.9 $8,053 - $9,073
115 Added 43.73%
378 $24.5 Million
Q4 2023

Feb 09, 2024

BUY
$49.33 - $70.98 $12,973 - $18,667
263 New
263 $18.1 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 $167B
  • 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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