A detailed history of Sandhill Capital Partners LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Sandhill Capital Partners LLC holds 787,365 shares of SCHW stock, worth $58.9 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares
787,365
Previous 727,033 8.3%
Holding current value
$58.9 Million
Previous $53.6 Million 4.75%
% of portfolio
3.78%
Previous 4.25%

Shares

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

Nov 13, 2024

BUY
$61.74 - $76.08 $3.72 Million - $4.59 Million
60,332 Added 8.3%
787,365 $51 Million
Q2 2024

Aug 13, 2024

SELL
$70.03 - $78.9 $649,808 - $732,113
-9,279 Reduced 1.26%
727,033 $53.6 Million
Q1 2024

May 14, 2024

SELL
$61.89 - $72.38 $141,604 - $165,605
-2,288 Reduced 0.31%
736,312 $53.3 Million
Q4 2023

Feb 02, 2024

BUY
$49.33 - $70.98 $5.63 Million - $8.1 Million
114,096 Added 18.27%
738,600 $50.8 Million
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $4,769 - $5,978
88 Added 0.01%
624,504 $34.3 Million
Q2 2023

Aug 08, 2023

BUY
$47.37 - $57.14 $29.6 Million - $35.7 Million
624,416 New
624,416 $35.4 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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