A detailed history of Scs Capital Management LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Scs Capital Management LLC holds 4,656 shares of SCHW stock, worth $427,932. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,656
Previous 14,574 68.05%
Holding current value
$427,932
Previous $1.33 Million 66.59%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 13, 2025

SELL
$91.03 - $98.69 $902,835 - $978,807
-9,918 Reduced 68.05%
4,656 $444,000
Q2 2025

Aug 13, 2025

BUY
$69.06 - $91.24 $189,500 - $250,362
2,744 Added 23.2%
14,574 $1.33 Million
Q1 2025

May 14, 2025

BUY
$71.24 - $83.64 $842,769 - $989,461
11,830 New
11,830 $926,000

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 $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
Track This Portfolio

Track Scs Capital Management LLC Portfolio

Follow Scs Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Scs Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Scs Capital Management LLC with notifications on news.